Capital Markets Transaction Analyst

CAKE Mortgage is a cutting-edge wholesale mortgage lender specializing in Non-QM products. We're redefining the lending experience with innovative programs, streamlined processes, and a commitment to speed and precision. As we grow, we're looking for forward-thinking professionals who thrive in fast-paced, collaborative environments.

We are seeking a highly analytical and detail-oriented Capital Markets Transaction Analyst to join our growing team. This entry-level position is ideal for a recent graduate interested in financial markets, mortgage banking, or structured finance. The role will support the capital markets team with loan transactions, pricing analysis, trade execution support, and investor reporting.

This position offers hands-on exposure to the secondary mortgage market and capital markets operations while working closely with trading, operations, and finance teams.

Key Responsibilities

• Assist with the execution and tracking of loan sale transactions and capital markets trades.
• Support the preparation of loan pools for sale to investors and agencies.
• Monitor daily loan pricing, market movements, and hedge positions.
• Reconcile trade activity and ensure accurate transaction reporting and documentation.
• Assist with preparation of investor delivery packages and settlement files.
• Track loan pipelines and support the secondary marketing team with pipeline management.
• Maintain transaction records and ensure compliance with internal policies and investor guidelines.
• Generate reports and data analysis related to pricing, loan delivery, and investor activity.
• Collaborate with internal departments including lock desk, operations, and accounting to ensure smooth transaction flow. 

• Bachelor’s degree in Finance, Economics, Business, Mathematics, or a related field.
• Strong interest in capital markets, mortgage banking, or financial trading.
• Strong analytical and quantitative skills.
• 1+ years’ experience in the finance, banking or mortgage field. 
• Advanced proficiency in Excel (pivot tables, formulas, data analysis preferred).
• Excellent attention to detail and organizational skills.
• Ability to work in a fast-paced, deadline-driven environment.
• Strong communication and problem-solving abilities.

Why Join CAKE Mortgage?

• Be part of a fast-growing company changing the game in Non-QM.
• Competitive compensation and performance-based bonuses.
• Collaborative and entrepreneurial culture.
• Opportunities for career advancement and innovation.

Cake Mortgage does not tolerate discrimination of any type. Cake Mortgage offers equal employment opportunity to all qualified persons without regard to race, age, color, religion, sex/gender, gender identity, sexual orientation, marital status, medical condition, military or veteran status, national origin, ancestry, disability, or any other considerations made unlawful by Federal, State, or Local law. Cake Mortgage provides eligible and qualified employees with opportunities to advance. Cake Mortgage is an at will employer. Cake Mortgage is committed to providing employees with a work environment free of discrimination and harassment.