Business Specialist - Capital Markets

Business Unit
United Wholesale Mortgage


The primary focus of this position will be to support the Capital Markets team, helping to create and implement new processes and procedures in order to expedite resolution of items and create a standardized response/process. The position is responsible for researching issues, preparing a recommendation for resolution and implementing the resolution. The team member will develop new reports and work with the team to evolve processes to support overall Company goals.  The team member will assist with escalation related requests and will work to resolve these expediently. 


  • Research requests, develop proposals and work with necessary teams to implement solutions for programmatic resolution
  • Owner of Sarbanes Oxley (SOX) and Audit related requests, responses and support
  • BPT Product Owner (project management) for projects that impact trading, modeling, pooling and loan delivery
  • Handle all escalation requests related to single loan issues
  • Develop processes and job aids to support new processes related to business growth or new product/process rollouts
  • Streamlines and enhances existing processes
  • Builds adhoc analysis and reporting as requested


  • 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.
  • Strong analytical and problem solving skills, with a focus on details
  • Desire to dig-in, research and solve problems independently (problem solving)
  • Must be able to complete projects and tasks independently
  • Strong work ethic, self-motivation and drive
  • Strong writing skills (job aid & process documentation skills)


Ready to join thousands of talented team members who are making the dream of home ownership possible for more Americans? It’s all happening on UWM’s campus, where our award-winning workplace packs plenty of perks and amenities that keep the atmosphere buzzing with energy and excitement.


It’s no wonder that out of our six pillars, People Are Our Greatest Asset is number one. It’s at the very heart of how we treat each other, our clients and our community. Whether it’s providing elite client service or continuously striving to improve, our pillars provide a pathway to a more successful personal and professional life.


From the team member that holds a door open to the one that helps guide your career, you’ll feel the encouragement and support on day one. No matter your race, creed, gender, age, sexual orientation and ethnicity, you’ll be welcomed here. Accepted here. And empowered to Be You Here.


More reasons you’ll love working here include:

  • Paid Time Off (PTO) after just 30 days
  • Additional parental and maternity leave benefits after 12 months
  • Adoption reimbursement program
  • Paid volunteer hours
  • Paid training and career development
  • Medical, dental, vision and life insurance
  • 401k with employer match
  • Mortgage discount and area business discounts
  • Free membership to our large, state-of-the-art fitness center, including exercise classes such as yoga and Zumba, various sports leagues and a full-size basketball court
  • 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
  • Convenience store featuring healthy grab-and-go snacks
  • In-house Starbucks and Great Lakes Coffee Roasting Company
  • Indoor/outdoor café with Wi-Fi


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 UWM is "at-will." UWM is an Equal Opportunity Employer.

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