Business Analyst - Capital Markets

Business Unit
United Wholesale Mortgage


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.


  • Development and evolution of 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
  • Responsible for the daily operational processes necessary to support ongoing operations surrounding hedging and P&L reporting
  • Month end reconciliation of expected gain on sale to estimated gain on sale
  • Streamlines and enhances existing processes to evolve with business needs
  • Builds adhoc analysis, reporting and models as needed


Must Have Qualifications:

  • Bachelor’s degree in Economics, Finance, Mathematics or applicable area
  • 2-5 years prior work experience
  • 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 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

Nice to Have Qualifications:

  • Knowledge of the mortgage process and market
  • Experience working with QRM


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
  • 100% On site Attendance is required


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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