MBS Allocations Team Lead

Responsibilities

• Oversee the daily workflow for the MBS Allocations team; monitor volumes, queues, and work allocation to ensure timely and accurate completion of all allocation and pre‑settlement processes.
• Serve as the first line of defense in monitoring control adherence and data quality for the Allocations team.
• Act as the primary escalation point for analysts on all allocation‑related issues; identify root causes of recurring problems and drive them to resolution.
• Provide day‑to‑day coaching, mentorship, and workflow guidance to analysts.
• Build productive relationships with internal partners (front office, middle office, technology) to ensure smooth execution of the allocation process.
• Drive small‑scale process improvement and automation initiatives within the Allocations team, partnering with Technology to refine workflows.

• Demonstrated subject matter expertise in the Mortgage‑Backed Securities (MBS) allocations lifecycle or similarly complex settlement environments.
• Experience in leading operational processes, with a proven ability to manage daily workflows and handle escalations.
• Strong analytical and problem‑solving skills, with an ability to identify the root cause of issues and drive solutions.
• A track record of mentoring or coaching junior team members is highly valued.
• Excellent communication and stakeholder management skills.
• Bachelor’s degree in Finance, Business, or a related field.