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Job Details

secondary Marketing

Capital Markets Jr. Trading Analyst  San Diego, CA  Posted: 7/24/2019
Job Description

Job ID#:


Job Category:

secondary Marketing

Position Type:



Plaza Home Mortgage, Inc., a national wholesale mortgage company headquartered in San Diego, California, has a full-time opportunity for a Capital Markets Junior Trading Analyst in San Diego, California.
Founded in 2000, Plaza Home Mortgage, Inc. is a privately owned, full-service national lender, offering Wholesale, Correspondent, Renovation and Reverse residential mortgages. Headquartered in San Diego, California, Plaza maintains a network of Operations Centers and employs mortgage associates nationwide. Plaza is dedicated to building quality, long-term relationships with its mortgage broker and correspondent clients by offering comprehensive programs and exceptional customer experience.
Our ideal candidate should be hardworking and maintain high levels of professionalism and ethics.


The Capital Markets Trading Analyst will be responsible for evaluating and quantifying the company’s profitability on numerous levels. This position will report trends and determine appropriate and cost-efficient solutions to maximize the company’s net income.
Must comply with all BSA/AML requirements as well as any mandatory changes. The following job functions are not all-inclusive. The associate will be required to perform other job-related tasks/responsibilities requested by the manager.  Job duties may change as required by needs of company.  Must complete all required industry and compliance training as required by Plaza Home Mortgage.
  1. Work directly with various wholesale, retail, and closed-loan purchase channels to provide feedback and suggestions to improve the bottom line.
  2. Track market and lender activities.
  3. Measure and monitor the market, liquidity and credit risk.
  4. Develop and communicate tactical and strategic recommendations on portfolio activity to senior management.
  5. Provide daily pricing and transactional support to Secondary Marketing department.
  6. Work closely with Treasury department and warehouse lenders to ensure timely and complete settlement of loan sale proceeds
  7. Ensure trades are satisfied within the required deadlines.
  8. Communicate with broker-dealers to confirm trade details and resolve any trade issues.
  9. Assist in the daily capital markets activities of inputting trades, creating reports, and/or analyzing data.
  10. Other duties as assigned.

Job Requirements:

  • Bachelor’s degree in finance, business administration or related field.
  • Mortgage Banking experience and/or knowledge preferable
  • Financial analysis tools including, but not limited to MS Excel, Crystal Reports, MS Access, Visual Basic, Visual Basic for Applications, SQL, Relational Databases
  • Interpersonal communication skills
  • Ability to articulate complex ideas to management and sales staff
  • Ability to work with large amounts of data.
  • Strong attention to detail and ability to meeting deadlines
  • Excellent problem-solving skills
  • Thoroughness
  • Attention to Detail
  • Problem Solving
  • Adaptability
  • Personal Credibility
Plaza offers a great work environment. Plaza is an EEOC employer and follows all federal, state, and local laws relating to fair employment.
Plaza Home Mortgage, Inc. is committed to preventing, stopping and remedying all forms of discrimination that occur in its workplace. Managers are accountable for keeping Plaza’s workplace free from discrimination and ensuring that Plaza provides equal employment opportunity for all in the workforce and for those seeking to become members of Plaza’s workforce.
Plaza’s employees are protected by laws designed to protect employees from discrimination on the bases of race, religion, color, sex, pregnancy, gender identity, sexual orientation, parental status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, or any other non-merit based factor. These protections extend to all management practices and decisions, including recruitment and hiring practices, appraisal systems, promotions, and training and career development programs. Plaza’s employees are also protected against retaliation if they engage in a protected activity, whistleblowing, or the exercise of any appeal or grievance right provided by law.


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