Loan Data Analyst
Loan Data Analyst – Mortgage Finance
Are you a curious problem-solver who loves working with data and wants to break into the world of finance?
We’re looking for an ambitious, adaptable individual to join our Due Diligence team. This role is perfect for recent graduates who want hands-on experience, rapid learning, and a clear career path in financial services.
What You'll Gain:
Learn the Fundamentals
Get trained in the building blocks of mortgage finance and Residential Mortgage-Backed Securities (RMBS). You’ll analyze loan data, evaluate loan quality, and learn how Wall Street investors make decisions.
Accelerate Your Career
Many of our analysts have grown into leadership roles in operations, client management, and analytics within just a few years.
Work with Experts
Collaborate directly with senior leadership, including our C-Suite, and gain mentorship from industry veterans who started where you are now.
Hands-On Training From day one, you’ll learn to use Excel, SQL, and Power BI to work with real financial data. Within two weeks, you’ll contribute to projects that impact clients directly.
What You'll Do:
- Assess Loan Quality – Review mortgage loan files to ensure compliance with investor guidelines, focusing on credit, property value, and risk.
- Perform Credit Analysis – Examine income, assets, and borrower credit to verify loan quality.
- Extract Insights – Analyze and interpret loan data using advanced tools, helping clients make smarter, data-driven decisions.
- Collaborate with a Team – Work alongside analysts and managers on projects tied to real transactions in the secondary mortgage market.
Why Join Us?
- Collaborative Culture – Work in a dynamic, team-focused environment where you’ll be supported, challenged, and celebrated.
- Performance-Based Bonuses – Earn monthly bonuses tied to group results—your effort and teamwork directly pay off.
- Career Exposure – Attend industry conferences, build your professional network, and get your name known in financial circles.
- Future Career Paths – This role builds a foundation for careers in structured finance, data analytics, investment banking, risk management, and more.
Who You Are:
- Detail-Oriented & Analytical – You like solving puzzles, working with numbers, and digging into details.
- Eager to Learn – You don’t need prior mortgage experience; we’ll teach you. You bring curiosity and drive.
- Team-Oriented – You enjoy collaborating with peers and mentors toward shared goals.
- Motivated – You want a role that challenges you and sets you up for long-term success.
Qualifications:
- Bachelor’s degree preferred in Finance, Economics, Business, Data Analytics, or related fields
- Proficiency with Microsoft Excel (training provided for advanced tools)
- Strong written and verbal communication skills
Perks & Benefits:
- Medical, Dental, and Vision Insurance
- Life and Disability Insurance
- Monthly Performance Bonuses
- Fully Stocked Kitchen
- Direct Access to Leadership & Mentorship
Job Type
Full-Time Regular
Location
Santa Ana, CA
Salary Range$20.00 — $25.00