Experience

Optimal Blue

• United States
• Financial Services
• 100 - 200 Employee

• Hedge Analyst II

  • Oct 2023 - Present

  Assist the Hedge Account Management team in fixed income analytics, risk management, and trading. Collaborate on executing trading strategies, enhancing client profitability, and advancing industry-leading technology. • Evaluate and execute hedge strategies under the guidance of Hedge Account Managers, using in-depth risk management analytics and historical data. • Execute client trades, primarily in forward-traded TBA or Specified MBS Pools. • Collaborate on the development of new tools, troubleshooting, and other analyses. • Assist in mortgage valuation analytics, report crafting, and performance testing. • Monitor risk positions in the mortgage pipeline/servicing assets, ensuring compliance with policy limits. • Support performance monitoring of hedged positions against interest rate changes and provide detailed analysis for deviations. • Foster relationships within the Broker/Dealer community and assist clients in expanding credit availability. • Engage with mortgage bankers, investors, and market players in whole loans. • Handle miscellaneous research projects and other duties as needed. Show less



Homepoint

• United States
• Financial Services
• 700 & Above Employee

• Capital Markets Distribution Trader Analyst

  • Jul 2020 - Jun 2023

  As a Capital Markets Distribution Trader/Analyst, I manage Conventional and Government loan positions, identify opportunities to enhance loan execution strategies in the Secondary Market, and maximize loan level Gain on Sale (GOS). I develop and manage relationships with Broker/Dealers and Private Investors to optimize execution and interactions with approved counterparties.Key responsibilities:• Manage loan positions by tracking at-risk lock commitments and loans held for sale• Maintain Best Execution models for multiple investors and delivery types• Develop specified pooling and commitment opportunities to increase GOS loan execution• Conduct analyses to refine lock commitment pull-through and security issue delivery timing• Assist in managing relationships with Broker/Dealer trading desks and monitor credit line profilesWith 5-8 years of Capital Markets/Secondary Marketing experience and expertise in analytics, I drive strategy and serve as a thought leader in the organization, promoting department growth. My strong communication skills, ability to multitask, and commitment to personal responsibility enable me to complete tasks and projects with minimal supervision. Show less

• Capital Markets Mandatory Trade Desk Specialist

  • May 2019 - Jul 2020

  As a Mandatory Trade Desk Specialist in Capital Markets, I was responsible for managing the entire client experience for approved and prospective Bulk Mandatory clients. My role included managing the Mandatory pricing environment and fostering relationships with clients, vendors, and internal resources to facilitate volume and revenue growth in the Bulk Mandatory channel.Key responsibilities:• Manage the entire client experience for the Bulk Mandatory bidding process• Foster relationships with approved/prospective clients and their designees, such as Hedge Advisors• Collaborate with external vendor resources to manage the Mandatory pricing system• Accurately process Bulk Mandatory bid tapes and ensure timely loan boarding in the Loan Origination System• Manage commitments to purchase loans and track outstanding pair-off invoices• Clear Mandatory loans for purchase by identifying loan attribute changes and post-delivery delays• Work with the Tableau reporting group to create, maintain, and verify accurate reporting for Bulk Mandatory loans• Create, maintain, and distribute ad-hoc Encompass reporting for Capital Markets as neededI possess advanced MS Excel skills, solid communication abilities, and a desire to take personal responsibility for completing tasks and solving problems. I effectively multitask and manage time while performing tasks with minimal supervision. I maintain compliance with all company policies and procedures, ensuring consistent client experiences. Show less

• Capital Markets Assistant

  • Jul 2016 - May 2019

  I was originally hired by Stonegate Mortgage in July 2016. Following Stonegate Mortgage's acquisition by HomePoint in June 2017, I transitioned to a role within the HomePoint organization.



HotBox Pizza

• United States
• Food and Beverage Services
• 1 - 100 Employee

• Shift Manager

  • Oct 2015 - Oct 2016



Avant Healthcare

• United States
• Advertising Services
• 100 - 200 Employee

• Budgeting Analyst Internship

  • Nov 2015 - May 2016



Papa Johns

• United States
• Restaurants
• 700 & Above Employee

• Shift Manager

  • Aug 2014 - Oct 2015