Associate, Asset Management

CrossCountry Mortgage, LLC
3d

About The Position

The Associate, Asset Management is responsible for driving strategic growth across CrossCountry Mortgage’s non-agency lending platform, focusing on execution of key initiatives to scale the production, acquisition, and securitization of non-agency mortgages across multiple origination channels. This role collaborates with seasoned investment professionals, operational executives, and external stakeholders to optimize CCM’s portfolio and drive innovation across the following products: Non-QM, prime credit jumbo, second lien, HELOC, and multi-family/commercial loans.

Requirements

  • Bachelor’s degree in business, finance, operations, or a related field
  • 2+ years of experience in strategy, operations, consulting, or project management, preferably within financial services, mortgage, or asset management industries.
  • Experience collaborating across operational departments (e.g., Underwriting, Processing, Servicing) to implement solutions and achieve results.
  • Experience researching, implementing, and managing emerging technologies or operational tools.
  • Advanced understanding of residential mortgage operations and workflow, with a focus on non-agency mortgage products (Non-QM, prime credit jumbo, second lien, HELOC, and multi-family/commercial loans).
  • Exceptional communication and collaboration skills to work effectively across dynamic teams and organizational levels from front-line staff to executive leadership.
  • Highly organized; skilled in managing multiple projects concurrently and meeting deadlines in a dynamic work setting.
  • Exceptional relationship building skills to influence stakeholders to achieve alignment with the organization’s strategic objectives.
  • Skilled in leveraging technology to solve complex problems and improve operational performance.
  • Excellent analytical skills and a data-driven mindset; skilled in connecting varied components to deliver holistic, forward-thinking solutions and support informed decision-making.
  • Proficient in tools such as AI toolkits, Excel, SQL, Tableau, or similar platform.

Nice To Haves

  • Advanced degree (MBA or similar), preferred.

Responsibilities

  • Spearhead strategic projects aimed at enhancing CrossCountry Mortgage’s suite of non-agency products, scaling production, and driving operational efficiencies.
  • Engage with individuals at all organizational levels, from front-line staff to C-suite executives, to align priorities and drive consensus between the asset manager and mortgage company.
  • Build and maintain long-term relationships with external stakeholders: origination partners, rating agencies, accountants, investment banks, legal counsel, and other key vendors.
  • Partner with leadership to streamline processes and enhance transaction efficiencies across departments, including but not limited to: Sales, Underwriting, Capital Markets, Legal, Compliance, Servicing, Securitization.
  • Conduct due diligence on investment opportunities, including in-depth analysis on portfolios of residential mortgages, lending opportunities, and specialty finance products.
  • Develop and maintain dashboards and reporting tools to provide stakeholders with clear insights into key performance indicators (KPIs).
  • Conduct post-mortem analyses on completed projects and transactions to identify lessons learned and areas for improvement.
  • Stay updated on the latest advancements in market trends, mortgage technology, and operational platforms to maintain a competitive edge.
  • Present findings, recommendations, and progress updates in a clear and compelling manner tailored to the audience.

Benefits

  • CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.
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