Treasury Secondary Capital Markets Manager
EagleBank · Bethesda, MD · 1 mo ago
Sales$114k–$193k/yrFull-time
We need to output HTML fragment with sections: headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must only include sections that have real specific content. The posting includes: About the role? The first paragraph about values, etc. That's like an "About the role" or maybe "About the company". We can treat as "About the role". Then "Responsibilities" section with bullet list of duties. Then "Requirements" and "Qualifications" maybe combined? The posting has "Requirements Qualifications" heading then bullet list of requirements. Then "Preferences" maybe considered "Qualifications" or "Skills"? We could treat "Preferences" as "Qualifications" or "Skills". The instruction: Use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay. We need to include Pay because salary range is given. Benefits: there is a paragraph describing benefits (maternity leave, wellness discounts, healthcare premium sharing, employer funding HSA, 100% 401(k) matching up to 4%). So we can include Benefits. Schedule: not mentioned, so omit. Skills: maybe we can extract from requirements/preferences: strong analytical skills, project management, communication, etc. Could create a Skills section. But we must not create thin sections; we need substantive content. We have enough for Skills.
We must not repeat job title as heading. No Job ID. Remove boilerplate like EEO etc. There's none.
We must preserve all substantive information. So we need to include all details from the posting: values paragraph, salary range, responsibilities bullet list, requirements bullet list, preferences bullet list, benefits paragraph.
We need to format as
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must only include sections that have real specific content. The posting includes: About the role? The first paragraph about values, etc. That's like an "About the role" or maybe "About the company". We can treat as "About the role". Then "Responsibilities" section with bullet list of duties. Then "Requirements" and "Qualifications" maybe combined? The posting has "Requirements Qualifications" heading then bullet list of requirements. Then "Preferences" maybe considered "Qualifications" or "Skills"? We could treat "Preferences" as "Qualifications" or "Skills". The instruction: Use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay. We need to include Pay because salary range is given. Benefits: there is a paragraph describing benefits (maternity leave, wellness discounts, healthcare premium sharing, employer funding HSA, 100% 401(k) matching up to 4%). So we can include Benefits. Schedule: not mentioned, so omit. Skills: maybe we can extract from requirements/preferences: strong analytical skills, project management, communication, etc. Could create a Skills section. But we must not create thin sections; we need substantive content. We have enough for Skills.
We must not repeat job title as heading. No Job ID. Remove boilerplate like EEO etc. There's none.
We must preserve all substantive information. So we need to include all details from the posting: values paragraph, salary range, responsibilities bullet list, requirements bullet list, preferences bullet list, benefits paragraph.
We need to format as headings, then content: either
for prose,
- for lists.
We need to decide grouping: About the role: include the values paragraph (starting "We are a values driven organization...") plus maybe the EagleBank description. That's multiple sentences; we can put in
. Responsibilities: list of duties under "Major Duties And Responsibilities". We'll output each as
- .
Requirements: the bullet list after "Requirements Qualifications". Actually the text: "Requirements Qualifications 7 years Progressive experience..." It's a list of requirements. We'll output as
- . Preferences: after "Preferences" heading. We'll treat as "Qualifications" maybe separate? But we already have Requirements. Could make a "Preferred Qualifications" section. But allowed headings include Qualifications and Skills. We could put Preferences under "Qualifications" (maybe as preferred). However we already used Qualifications for requirements. Could split: Requirements (mandatory) and Qualifications (preferred). But the instruction says use headings e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we can have both Requirements and Qualifications sections. We'll put mandatory experience under Requirements, and preferred qualifications under Qualifications. Skills: we could extract skills like strong analytical skills, project management, communication, negotiation, relationship management, proficiency with Excel, etc. Could be a separate section. But we must avoid thin sections. Skills section could be substantive if we list several. Let's parse the content: About the role / company description: "We are a values driven organization putting Relationships FIRST. EagleBank (NASDAQ – EGBN) is focused on being Flexible, Involved, Responsive, Strong, and Trusted. By prioritizing meaningful connections with our customers, employees, and shareholders, we relentlessly deliver the most compelling, valuable service to our customers. EagleBank is committed to inclusion, equity, and respect. We celebrate diversity and intentionally seek out opportunities to learn from one another’s experience. We believe employees are essential to the building of relationships and we prioritize investing in employee growth and wellbeing. Employee involvement is fostered through resource groups, mentorship programs, community service, and scholarship opportunities for continued education. With features including maternity and parental leaves, wellness discounts, healthcare premium sharing, employer funding in your HSA account, and 100% 401(k) matching up to 4%, we pride ourselves in the ways we support our internal relationships." That includes benefits too; but we will separate benefits later. However the benefits paragraph is overlapping. We could keep the benefits in Benefits section and not duplicate. But we must preserve all substantive information; we can mention benefits in Benefits section and not repeat in About the role. However the About the role paragraph includes benefits as part of supporting internal relationships. Might be okay to keep it there and also have Benefits section? That would duplicate. Better to split: About the role: values, mission, culture (excluding explicit benefits). Benefits: list of benefits. Thus we need to extract values/mission/culture: first sentences up to "Employee involvement is fostered through resource groups, mentorship programs, community service, and scholarship opportunities for continued education." Then we can stop before benefits sentence. Let's craft About the role paragraph: "We are a values driven organization putting Relationships FIRST. EagleBank (NASDAQ – EGBN) is focused on being Flexible, Involved, Responsive, Strong, and Trusted. By prioritizing meaningful connections with our customers, employees, and shareholders, we relentlessly deliver the most compelling, valuable service to our customers. EagleBank is committed to inclusion, equity, and respect. We celebrate diversity and intentionally seek out opportunities to learn from one another’s experience. We believe employees are essential to the building of relationships and we prioritize investing in employee growth and wellbeing. Employee involvement is fostered through resource groups, mentorship programs, community service, and scholarship opportunities for continued education." Now Benefits: "With features including maternity and parental leaves, wellness discounts, healthcare premium sharing, employer funding in your HSA account, and 100% 401(k) matching up to 4%, we pride ourselves in the ways we support our internal relationships." Pay: "The minimum and maximum projected annualized salary for this position is: $114,071.00 to $192,797.00. Additional compensation may be possible based on experience and skills." Now Responsibilities: list after "Responsibilities Are you looking for an opportunity..." Actually there is a paragraph intro then "Major Duties And Responsibilities" then a long list. We'll extract each duty as bullet. Let's list them: - Lead the execution of residential mortgage, HELOC, and other purchased loan portfolio acquisitions and sales from initial evaluation through closing and settlement. - Coordinate all phases of loan purchase transactions among internal stakeholders, sellers, advisors, and service providers. - Support asset pricing, valuation, and transaction economics in partnership with the Treasurer and other Corporate Treasury leaders. - Analyze purchased asset opportunities and market conditions across asset classes, including credit quality, collateral strength, yield, concentration risk, CRA impact, liquidity, duration, valuation, and balance sheet fit; develop recommendations for asset selection, allocation, and portfolio positioning. - Drive purchased asset portfolio strategy and construction by proactively identifying, comparing, and recommending optimal asset classes and allocations—including CRA-qualifying loans and investments—considering asset mix, duration, yield, liquidity, credit quality, concentration limits, risk-adjusted return, CRA impact, and balance sheet fit. - Proactively monitor market conditions, interest rate trends, credit spreads, asset pricing levels, seller activity, and macroeconomic developments, translating these insights into timely, actionable recommendations on asset strategy, valuation, prepayment behavior, and portfolio positioning. - Manage third-party due diligence firms and internal review teams; review findings, identify material risks, and coordinate remediation of exceptions before acquisition. - Review due diligence findings, identify material risks, and coordinate remediation of exceptions prior to acquisition. (duplicate? but keep) - Maintain secure data rooms and complete, accurate transaction documentation, records, and supporting materials. - Resolve loan-level and portfolio-level issues, including missing documentation, data discrepancies, collateral deficiencies, and servicing concerns. - Coordinate boarding of acquired assets onto servicing, accounting, risk management, and reporting systems; validate loan data integrity and oversee periodic updates, reconciliations, and reporting. - Oversee sub-servicers, sellers, custodians, counterparties, and other vendors to ensure contractual performance, service standards, and third-party exposure monitoring. - Monitor portfolio performance, credit surveillance, documentation exceptions, delinquencies, prepayments, modifications, charge-offs, and other asset quality indicators; escalate issues and coordinate corrective actions. - Escalate emerging credit, operational, servicing, valuation, and compliance issues and coordinate appropriate corrective actions. (duplicate) - Ensure compliance with applicable regulatory, reporting, audit, and examination requirements, including HMDA, CRA, fair lending, consumer lending, procedures, controls, governance routines, and portfolio administration processes. - Prepare portfolio performance, valuation, risk, liquidity, investment, and management reporting for Treasury, senior leadership, and executive decision-making. - Support investment portfolio administration, including trade settlement, analytics, performance reporting, documentation, and governance materials. - Support liquidity and balance sheet management, including liquidity reporting, collateral tracking, stress testing, asset-liability analysis, and related management presentations. - Partner with Treasury, Finance, Accounting, Risk, Legal, Operations, and Technology teams to ensure effective portfolio administration and governance. - Contribute to broader Treasury initiatives and analyses related to balance sheet management, investment securities, liquidity planning, collateral management, interest rate risk, portfolio strategy, and strategic asset allocation. - Develop market intelligence and transaction pipeline analysis on asset availability, pricing trends, seller activity, credit spreads, competitive dynamics, and macroeconomic factors to support new acquisition opportunities and asset class recommendations. We may have duplicates; but we must preserve all substantive information; duplicates are okay but we could deduplicate? The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." Duplicates are part of the original; we could keep them but maybe better to keep as is. However we could note duplicates but it's okay. Now Requirements: list after "Requirements Qualifications". Let's extract each bullet: - 7 years Progressive experience in Corporate Treasury, secondary marketing, purchased loan portfolio management, banking, or financial services. - 2 years Experience managing purchased loan transactions and portfolios, including residential mortgage, HELOC, consumer loan, or related asset classes. - Experience coordinating due diligence, transaction execution, stakeholder management, and issue resolution for complex financial transactions. - Experience analyzing portfolio performance, credit quality, valuation, market conditions, and risk characteristics, and communicating findings through reporting and presentations. - Experience partnering with Treasury, Finance, Accounting, Risk, Legal, Compliance, Operations, Technology, and external service providers. - Strong knowledge of residential mortgage, HELOC, and consumer lending products, including loan acquisition, due diligence, pricing, settlement, servicing, and portfolio management processes. - Understanding of banking regulations and compliance requirements, including HMDA, CRA, fair lending, and consumer protection regulations. - Strong analytical skills with the ability to proactively evaluate asset classes and portfolio performance, credit quality, asset valuation, and risk characteristics, and to translate that analysis into clear, well-supported recommendations. - Strong project management, organizational, and vendor management skills with the ability to coordinate multiple stakeholders and concurrent priorities. - Excellent communication, negotiation, and relationship management skills, including the ability to present recommendations to senior management. - Ability to identify, assess, escalate, and resolve operational, credit, servicing, compliance, and portfolio-related issues. - Proficiency with Microsoft Excel, loan-level data analysis, financial reporting tools, and portfolio management systems. - Strong understanding of transaction controls, documentation standards, governance routines, data integrity practices, exception tracking, and third-party exposure monitoring for purchased asset portfolios. Now Preferences (Qualifications): list after "Preferences". Let's extract: - Bachelor’s Degree in Arts/Sciences (BA/BS) in Finance, Accounting, Economics, Business or related discipline - Master’s degree in Arts/Sciences (MA/MS) Advanced Business or Finance related degree - Working knowledge