United Shore

  • Team Lead, Trading & Modeling

    Business Unit
    United Shore

    The Team Lead for Trading & Modeling will have oversight of the Risk Management Function, inclusive of Trading, Outright Loan Sales, and Risk Modeling. Day-to-day engagement with team members to assist and guide any of the team functions as necessary, as well as serve as the primary back-up to the trader.


    • Train and provide oversight to the team for daily trading and modeling activities
    • Identify potential capital-markets transaction opportunities
    • Solicit potential interest from broker-dealers or investors for these opportunities
    • Remain informed of new product developments
    • Foster new trading relationships and leveraging existing relationships
    • Build and expand the Gain on Sale reporting and attribution framework
    • Monitor and improve efforts to enhance efficiency while mitigating risk


    • 5-7 years Capital Markets experience
    • Bachelor’s degree is required; MBA/CFA would be preferred
    • Strong academic credentials
    • Strong work ethic and attention to detail
    • Precision and risk management mindset that results in accurate and compliant work is required. This manifests itself in double-checking work, stopping to question anything unusual, and frequent reconciliation of work throughout the day
    • Ability to work quickly and accurately in a fast-paced environment
    • Advanced Excel experience necessary with experience in Hyperion or SQL helpful
    • Must have experience with QRM
    • Onsite attendance is required


    United Shore is a diverse group of over 3,000 mortgage experts, sales superstars, tech gurus, marketing whizzes and more. We’re a $40 billion and growing, family owned and operated company that still feels like family. Our award-winning workplace is home to the #1 wholesale mortgage lender in the nation, United Wholesale Mortgage. And we believe in setting our team members up for success by creating a unique, energetic culture where you can be yourself and still reach your professional goals.


    Here are some of the reasons you’ll love working here:

    • Free fruit, soft drinks and coffee
    • Gourmet cafeteria featuring homemade breakfast, lunch and a stationary food truck featuring $1 sliders
    • Wellness area including an in-house primary-care doctor’s office, full-time massage therapist and hair salon
    • Large, state-of-the-art fitness center with a full-size basketball court, outdoor sand volleyball court, plus Zumba and yoga classes
    • Convenience store featuring grab-and-go snacks
    • In-house Starbucks and indoor/outdoor café with Wi-Fi
    • Escape room for team-building activities
    • Indoor/outdoor putting greens


    All the above duties and responsibilities are essential job functions subject to reasonable accommodation. All job requirements listed indicate the minimum level of knowledge, skills and/or ability deemed necessary to perform the job proficiently. Employees may be required to perform any other job related instructions as requested by their supervisor, subject to reasonable accommodations. This document does not create an employment contract, implied or otherwise, other than an "at will" employment relationship. United Shore Financial Services is an Equal Opportunity/Affirmative Action Employer.


    Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
    Share on your newsfeed

    Connect With United Shore!

    Not sure what to apply for? Connect with us to speak with a Recruiter and explore opportunities!