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Collateral Management Valuation Jobs in California

CV3 Holdings, LLC

Post Closing Valuation Analyst

El Segundo, CA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Successful candidates will possess: * 3-5+ years of experience in real estate valuation, appraisal review, or collateral risk analysis, preferably within a lending, appraisal management company (AMC ...

TalentBurst

Treasury Manager

Torrance, CA

Review all valuations to ensure reasonability and accuracy of marks used for the financial statements. Manage Counterparty Credit risk, collateral exchanges and Collateral Service agreement (CSA)

American Financial Network

Collateral Underwriter

Brea, CA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Analyze revisions to ensure valuation reports is satisfactory and minimize risk * Perform analysis ... Experience with appraisal management company (AMC) operations * Knowledge of 1004MC, 1073, 1025 ...

Anchor Loan

VP of Credit & Loan Structuring

Thousand Oaks, CA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Review borrower financials, project budgets, and collateral positioning to arrive at well-supported ... Partner closely with Sales, Underwriting, Valuation, Asset Management, and Capital Markets on deal ...

Anchor Loan

VP of Credit & Loan Structuring

Thousand Oaks, CA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Review borrower financials, project budgets, and collateral positioning to arrive at well-supported ... Partner closely with Sales, Underwriting, Valuation, Asset Management, and Capital Markets on deal ...

Hope Bank

Senior Global FX Risk Manager

Los Angeles, CA · On-site

$130K - $170K/yr

... collateral movements, and limit utilization, escalating issues as appropriate ... Support daily FX position, valuation, and P&L reporting, including reconciliation with Front Office ...

Genesis Capital

Credit Underwriter

Sherman Oaks, CA · On-site

$80K - $130K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... collateral valuation, and documentation. * Highly Proficient/Advanced in Excel, Word, PowerPoint, and database applications for pipeline management. Knowledge, Skills, and Abilities * Rely on strong ...

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All JobsCollateral Management Valuation JobsCollateral Management Valuation Jobs in California

Collateral Management Valuation information

What is collateral management valuation?

Collateral Management Valuation is the process of assessing and monitoring the value of assets pledged as collateral in financial transactions, such as derivatives, loans, or repurchase agreements. This valuation ensures that the collateral held is sufficient to cover the exposure or risk in the event of a counterparty default. Professionals in this field regularly revalue collateral based on market prices and risk factors, helping firms manage credit risk and comply with regulatory requirements. Accurate collateral valuation is essential for maintaining financial stability and protecting both parties in a transaction.

How does a collateral management valuation professional typically interact with other teams within a financial institution?

Collateral Management Valuation professionals work closely with teams such as risk management, trading, and legal to ensure that the value of collateral is accurately assessed and aligned with regulatory requirements. They often coordinate with front office staff to clarify transaction details and with operations teams to resolve discrepancies in collateral records. Regular communication and collaboration are essential to manage daily margin calls, mitigate counterparty risk, and respond to market fluctuations, making teamwork and cross-departmental coordination a key aspect of the role.

What are the key skills and qualifications needed to thrive as a collateral management valuation professional, and why are they important?

To thrive as a Collateral Management Valuation professional, you need strong analytical skills, expertise in financial instruments, and a degree in finance, economics, or a related field. Familiarity with valuation systems, collateral management platforms, and regulatory tools such as Bloomberg, Calypso, or TriOptima is typically required. Attention to detail, effective communication, and the ability to work under pressure are essential soft skills for this role. These competencies ensure accurate collateral valuation, risk mitigation, and compliance with industry regulations in fast-paced financial environments.

What is the difference between Collateral Management Valuation vs Collateral Management Analyst?

AspectCollateral Management ValuationCollateral Management Analyst
CertificationsTypically requires certifications like CFA or valuation-specific credentialsOften requires similar certifications, such as CFA or relevant financial analysis credentials
Work EnvironmentFocuses on valuation processes, risk assessment, and pricing of collateral assetsInvolves monitoring collateral, data analysis, and supporting collateral operations
Industry UsageUsed in banking, asset management, and trading firms for valuation purposesCommonly employed in financial institutions for collateral management and reporting

While both roles operate within collateral management, Collateral Management Valuation specializes in assessing the value of collateral assets, whereas Collateral Management Analyst focuses on day-to-day collateral monitoring and operational support. Understanding these distinctions helps clarify career paths and job expectations in the industry.

What are popular job titles related to Collateral Management Valuation jobs in California?

For Collateral Management Valuation jobs in California, the most frequently searched job titles are:

What job categories do people searching Collateral Management Valuation jobs in California look for?

The top searched job categories for Collateral Management Valuation jobs in California are:

What cities in California are hiring for Collateral Management Valuation jobs?

Cities in California with the most Collateral Management Valuation job openings:

Collateral Management Valuation jobs near you

Collateral Modeling and Analytics, Assoc. Dir.

Federal Home Loan Bank of San Francisco

San Francisco, CA • On-site

Full-time

Medical, Retirement

Posted 20 days ago

Job description


Purpose:
The Federal Home Loan Bank of San Francisco ("Bank") is a cooperative, wholesale bank that provides liquidity to its members and helps meet community credit needs by providing credit products and services to member financial institutions through all phases of the economic cycle. The Bank's members include commercial banks, credit unions, industrial loan companies, savings institutions, insurance companies, and community development financial institutions headquartered in Arizona, California, and Nevada. The Bank is member focused; embraces accountability to meet commitments and uphold our governance, risk, and control standards as a government sponsored enterprise; and values differences to foster an inclusive culture.
Collateral Modeling and Analytics team within Collateral Risk Management is responsible for:
  • Producing analytics to determine member borrowing capacity
  • Managing liquidation valuation of pledged collateral
  • Supporting haircut/margin methodologies
  • Operating and maintaining the suite of collateral models used by the Bank

The Associate Director, Collateral Modeling and Analytics supports loan valuation, data analytics, and reporting activities across the Bank's mortgage collateral pricing process, working closely with internal risk teams, members, and third-party vendors.
Primary Responsibilities:
  • Manage the Bank's quarterly collateral valuation and risk analysis processes for residential and commercial portfolios, including preparing loan data files, supporting vendor submissions, and identifying key valuation trends.
  • Integrate valuations from third-party pricing vendors into the mortgage loan valuation process. Analyze vendor pricing outputs and independently assess drivers of valuation changes, including interest rates, credit spreads, prepayment assumptions, collateral characteristics, and market conditions.
  • Perform data validation and quality checks on loan-level datasets and pricing outputs, including reconciling results across reporting cycles and investigating discrepancies.
  • Perform benchmark studies and tolerance testing for third party behavioral models, vendor price models, internal model generated valuations, and haircut (margin) assignments to assure consistency with current market practice. Summarize complex analytical findings and market developments into concise executive-level presentations and reports for Senior Management and/or Credit Committee.
  • Provide national and regional economic and real estate market risk research in a concise executive level format with sufficient analytical support for conclusions and/or recommendations to the Bank's risk and credit committees, including support for the Bank's CECL and collateral monitoring process.
  • Provide analytical support for collateral models, including valuations and margin methodologies. Support model governance activities, including model validation reviews, documentation updates, testing, and remediation of findings and recommendations.
  • Execute projects independently that enhance and/or streamline department reporting capabilities
  • Assists in preparing monthly reports for Senior Management and the Board of Directors which portray the safety, soundness and mix of associated risks of securities and mortgages pledged to the Bank by its Member institutions.
  • Assist Senior Analysts with monthly and quarterly valuation and risk analysis processes for the Bank's Pledged Collateral and MPF Whole Loan portfolios.
  • Support mortgage collateral systems and data processes, including maintaining data mappings and updating fields within the Mortgage Collateral Management system.
  • Monitor collateral data submissions and assist members with mortgage data file errors, corrections, and data mapping requirements.
  • Provide support for the member portal and related system inquiries.

Skills/Knowledge:
  • Bachelor's degree in Finance, Economics, Statistics, Mathematics, Data Analytics, or a related quantitative discipline. Advanced degree (MBA or Master of Finance) or CFA designation preferred.
  • Three to five years progressively responsible experience in mortgage portfolio analysis and risk management, including expertise in whole loan and securities valuation as well as prepayment and default modeling.
  • Detail-oriented and well-organized, with strong data quality focus and sound judgment in applying procedures.
  • Excellent interpersonal skills to work in a team environment and to influence and interface with a broad range of stakeholders at all levels, both internal and external.
  • Proficiency with mortgage market-related software tools such as PolyPaths, AFT, Bloomberg analytics, and CapIQ.
  • Uses data to aid decision making by possessing strong analytical and problem-solving skills while being able to tell the story behind the numbers and analysis.
  • Ability to manage large datasets across multiple data stores and technology platforms.
  • Strong SQL skills for querying, transforming, and validating large datasets, with proficiency in Microsoft Excel and Power BI.
  • Proficiency with mortgage market related tools such as PolyPaths and AFT.

Required Qualifications:
  • Minimum of three to five years of progressively responsible experience in mortgage portfolio analysis and risk management, including expertise in whole-loan and securities valuation.
  • Demonstrated ability to manage large datasets across multiple data stores and technology platforms.
  • Strong proficiency with Microsoft Excel, Power BI, and SQL.

Salary Range: $125k - $155k
The Federal Home Loan Bank of San Francisco is committed to the principles of equal opportunity in employment (e.g., employees, applicants) and in contracting (e.g., suppliers, vendors) regardless of race, color, religion, sex, national origin, disability status, genetic information, age, sexual orientation, gender identity, status as a parent, or any other characteristic protected by law. We are committed to cultivating a workplace free of unlawful discrimination, harassment, and retaliation, and are dedicated to fostering vibrant communities by serving as a reliable source of liquidity and resources for affordable housing and economic development.
Salary ranges reflect the base salary that the Bank reasonably expects to pay for a given role and is not inclusive of annual incentive award opportunities, retirement benefits or the value of other health and welfare or other ancillary benefits. We consider many factors when determining base salaries such as individual background and experience, the competitive environment, education, particular skill set(s), and industry and institutional knowledge.
The Bank is committed to offering all team members challenging and engaging work with market competitive pay, retirement, and benefit offerings. In support of this commitment, the Bank routinely engages in market competitive benchmarking surveys and analysis to ensure our team members continue to be paid fairly and competitively.

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