Treasury Secondary Capital Markets Manager

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. 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.

MAJOR DUTIES AND RESPONSIBILITIES

• 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.
  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.
• 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.

Requirements:

• 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.

Preferences:

• 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 of balance sheet management, liquidity, investments, asset-liability management, governance controls, and related Treasury activities.
• Experience evaluating CRA-qualified loans, tax credit investments, community development opportunities, or other strategic asset acquisition initiatives.
• CFA, CTP, CPA, FRM, CMB, PMP, CRCM, MBA, or other relevant Treasury, banking, finance, risk management, mortgage banking, or project management certification.
• Knowledge of Corporate Treasury functions, including investment portfolio management, fixed income securities, asset-liability management (ALM), liquidity management, collateral management, and balance sheet optimization concepts.
• Desire to branch out into other core Treasury areas, including the Bank's investment portfolio and other alternative investments such as Bank-Owned Life Insurance (BOLI) and tax credit investments (e.g., Low-Income Housing Tax Credits (LIHTC)).
• Ability to proactively identify, compare, and recommend optimal asset classes and portfolio construction approaches, including asset mix, duration, liquidity, yield, concentration limits, credit quality, and risk-adjusted return.
• Ability to proactively synthesize market intelligence, seller activity, pricing trends, credit spreads, interest rate trends, CRA considerations, and macroeconomic factors into actionable asset class recommendations and portfolio strategy proposals.

Don't meet all the requirements? We encourage you to still apply if you think you are the right person to join our community. We are always interested connecting with people inspired by our mission and values. If you aren't hired for this position, your resume will remain available for the next year and might be considered for future openings. Note: You can update your resume as often as needed.