The Mortgage Capital Markets Sales Representative is a strategic, client-facing role responsible for driving revenue through the cultivation of industry relationships, selling advanced data, analytics, and technology solutions to mortgage lenders and servicers, institutional investors, and secondary market participants generally. This position bridges the gap between sales execution, analytical consulting, and strategic product development, requiring a professional who can identify data-driven opportunities to solve client needs while actively shaping the firm's capital markets roadmap. You will report to the SVP, Housing Sales.
This role has a 60/40 ommission split and uncapped commissions
Main Responsibilities
- Relationship Management & Business Development: Build and maintain deep institutional relationships within the mortgage and capital markets sectors, including originators (banks / non-banks), servicers, broker-dealers, aggregators / securitizers, ratings agencies, government entities and institutional investors. Present and position data-driven products, analytics platforms, and risk management tools tailored to capital markets needs.
- Strategic Market Insights: Act as a subject matter expert by providing real-time industry perspectives to the product team to support innovation and solution packaging.
- Data-Driven Opportunity Identification: Use data and analytics tools to mine for data-backed opportunities—such as hedging strategies, secondary market optimizations or trade ideas— that can address specific client pain points.
- Strategic Planning Voice: Provide a " voice" in the development of the capital markets strategic plan, advocating for new products or service enhancements based on direct client feedback and competitive landscape analysis.
- Pipeline & Transaction Management: Manage the full sales cycle, from initial prospecting and client engagement through trials, pricing negotiation, contract execution, and onboarding. Develop proposals, negotiate contracts, and close deals to meet or exceed revenue targets.