Financial Solutions Advisor

💰 $3,200 - $5,120 (Est.) 📍 New York City 🏠 Remote / WFH

Job Description

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Deutsche Bank
Residential Mortgage Loans Trader
Deutsche Bank · New York, NY, United States · via LinkedIn
4 hours ago
Full–time
Apply on LinkedIn
Apply directly on SonicJobs
Apply directly on Recruit.net
Job highlights
Identified by Google from the original job post
Qualifications
Working knowledge of CAS/Intex/Structuring
Ability to Identify opportunities to automate workflows and improve data integrity across trading and operational systems
Bachelor’s degree in Finance, Economics, Mathematics, Engineering, Computer Science, or a related quantitative discipline encouraged
6 more items(s)
Benefits
A diverse and inclusive environment that embraces change, innovation, and collaboration
A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
5 more items(s)
Responsibilities
The Whole Loans Trading Desk Analyst / Associate supports the end-to-end trading, risk management, and transaction execution of residential whole loan products
This role sits at the intersection of trading, structuring, risk, operations, and compliance, with responsibility spanning loan acquisition, portfolio management, sale/securitization, and ongoing lifecycle oversight
The position is designed for a highly analytical professional who can operate in a regulated fixed income trading environment while coordinating across multiple internal and external stakeholders
6 more items(s)
Job description
Position Overview

Job Title Residential Mortgage Loans Trader

Corporate Title Analyst/Associate

Location New York

Overview

The Whole Loans Trading Desk Analyst / Associate supports the end-to-end trading, risk management, and transaction execution of residential whole loan products. This role sits at the intersection of trading, structuring, risk, operations, and compliance, with responsibility spanning loan acquisition, portfolio management, sale/securitization, and ongoing lifecycle oversight. The position is designed for a highly analytical professional who can operate in a regulated fixed income trading environment while coordinating across multiple internal and external stakeholders.

What We Offer You
• A diverse and inclusive environment that embraces change, innovation, and collaboration
• A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
• Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
• Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
• Educational resources, matching gift, and volunteer programs

What You’ll Do
• Support the trading desk in evaluating whole loan bids, acquisitions, dispositions, and securitization strategies, including data review, tape analysis, pricing support, trade confirmation, booking, and lifecycle management from execution through settlement and funding
• Monitor pipeline activity and maintain accurate tracking of loan populations, trade economics, and execution milestones
• Support daily and monthly P&L review, position monitoring, and balance sheet usage in coordination with Product Control and Market Risk while assisting in marking whole loan positions and performing cash flow, valuation, and stress analysis as required by the desk
• Partner with Operations, Finance, and external vendors to ensure accurate settlement, funding, custodial reporting, and servicing transfers
• Support post-close activities including EPD/EPO monitoring, R&W oversight, and loan sale or securitization unwind processes
• Build and maintain analytical tools (Excel, VBA, Python, SQL where applicable) to support pricing, risk reporting, and operational efficiency

Skills You’ll Need
• Strong proficiency in Excel (large data sets, pivot tables, lookups); experience with VBA, Python, SQL, or similar tools is a plus
• Working knowledge of CAS/Intex/Structuring
• Ability to Identify opportunities to automate workflows and improve data integrity across trading and operational systems
• Bachelor’s degree in Finance, Economics, Mathematics, Engineering, Computer Science, or a related quantitative discipline encouraged
• If Associate level: Proven experience with demonstrated exposure to whole loan trading, securitization, or mortgage portfolio management

Skills That Will Help You Excel
• An understanding of residential mortgage products, whole loan structures, servicing, and securitization mechanics preferred
• Working knowledge of fixed income markets and hedging concepts (rates and credit)
• Ability to manage multiple workstreams in a fast-paced trading environment
• Clear written and verbal communication with senior stakeholders
• Strong ownership mindset and comfort operating across front office, control, and infrastructure teams

Expectations

It is the Bank’s expectation that employees hired into this role will work in the New York office in accordance with the Bank’s hybrid working model.

Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.

The salary range for this position in New York City is $110,000 to $140,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate’s skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.

Deutsche Bank Benefits

At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That’s why we are focused on providing benefits and perks that enable our colleagues to live authentically and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more!

Learn more about your life at Deutsche Bank through the eyes of our current employees: https://careers.db.com/life

The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank’s California Privacy Notice, please email HR.Direct@DB.com .

We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.

Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.

We welcome applications from all people and promote a positive, fair and inclusive work environment.

Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, ****** orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view "Deutsche Bank’s Equal Opportunity Policy Statement" and the following notices: "EEOC Know Your Rights" ; "Employee Rights and Responsibilities under the Family and Medical Leave Act" ; and "Employee Polygraph Protection Act" .
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Bank of America
Financial Solutions Advisor Registration Candidate - Western Long Island Market
Bank of America · Lynbrook, NY, United States · via ZipRecruiter
6 hours ago
$28.85–$33.65 an hour
Full–time
Apply directly on ZipRecruiter
Apply on LinkedIn
Apply on Experteer
Apply on Built In
Job highlights
Identified by Google from the original job post
Qualifications
This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements
Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing
Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check
20 more items(s)
Benefits
40
Pay range
$28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set
4 more items(s)
Responsibilities
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals
Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products
Job expectations include applying and expanding knowledge by completing required licenses and trainings
7 more items(s)
Job description
Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

💡 Quick Summary

Seeking a career-building opportunity? The Financial Solutions Advisor position is now open for candidates interested in the Bank Jobs sector. This role in New York City offers a professional environment and growth potential.

Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.

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Job Details

Company Name: Bank of America

Frequently Asked Questions

Click the Apply Now button on this page, login or register for free on CallCenterJob.co.in, fill in your name, mobile number, city, and experience, then submit your application. The recruiter will contact you directly.
The expected salary for Financial Solutions Advisor in New York City is $3,200 - $5,120 (Est.) per month. Actual compensation may vary based on experience and negotiation.
Yes, Financial Solutions Advisor is a remote / work from home position. You can apply from anywhere in India.
Basic communication skills, a proactive attitude, and the ability to work in a team are required for Financial Solutions Advisor. Previous experience in Bank Jobs is a plus. Freshers may also apply depending on the employer's requirements.
Yes, CallCenterJob.co.in is completely free for job seekers. Never pay money to apply for any job. If anyone asks for payment to process your application, report it immediately using the "Report this Job" button.

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