United Shore

Capital Markets Analyst

Business Unit
United Shore


The primary focus of this position will be on P&L reporting and modeling of our interest rate risk position, through the QRM Framework.  Expected to perform multiple functions across the Secondary Marketing area, inclusive of routine operational work, report building, model maintenance, and trade support, with direct supervision


  • Developing and evolving the current daily P&L framework and attribution, including forecasting of expected future margin
  • Creating a structure and process that aligns priced in margin to modeled initial margin in QRM
  • Managing daily operational processes necessary to support ongoing operations surrounding hedging and P&L reporting
  • Maintaining and reconciling modeled assumptions
  • Completing Month end reconciliation of expected gain on sale to estimated gain on sale
  • Streamlining and Enhancing existing processes to evolve with business needs
  • Building  adhoc analysis, reporting and models as needed


  • Bachelor’s degree in Economics, Finance, Mathematics or applicable area
  • 2-5 years prior work experience in Mortgages: Underwriting, Capital Markets, and/or Secondary Marketing.
  • Experience working with QRM preferred
  • Strong analytical, problem solving skills and mathematical skills
  • Intermediate to Advanced experience using Excel, with ability to utilize PIVOTs, vLookup, & other analytical functions
  • Strong attention to detail
  • Must be coachable, able to take direction and feedback and have a willingness to learn
  • Must be able to complete projects and tasks independently, but also be a team player
  • Strong work ethic, self-motivation and drive


United Shore is a rapidly growing, family-owned company that feels very much like family. Our team is a diverse group of mortgage experts, sales superstars, tech gurus, marketing whizzes and more. And our award-winning workplace just happens to be home to the #1 wholesale mortgage lender in the nation, United Wholesale Mortgage. 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:

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


All the above duties and responsibilities are essential job functions subject to reasonable accommodation and change. All job requirements listed indicate the minimum level of knowledge, skills and/or ability deemed necessary to perform the job proficiently. Team members may be required to perform other or different job-related duties as requested by their team lead, subject to reasonable accommodation. This document does not create an employment contract, implied or otherwise. Employment with United Shore is "at-will." We are an Equal Opportunity Employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.


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