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.
Education: Bachelor's degree in Finance, Economics, or a related field. Advanced certifications like a MBA, CFA (Chartered Financial Analyst) or FRM (Financial Risk Manager) . Industry Experience: Minimum 5–7 years in mortgage capital markets data and analytics gained on the buy-side, sell-side or at a mortgage data and analytics vendor or consultant. Technical Proficiency: Financial modeling and valuation skills using SQL and Python . Familiarity with prevalent mortgage trading and modeling platforms and risk management systems including Bloomberg, Intex and Yieldbook. Expertise with mortgage and MBS market data, both public and vended, for agency MBS, non-agency MBS and whole loan trading Familiarity with fundamentals of loan-level analysis for credit and prepayment risk modeling Proficiency in CRM tools like Salesforce to manage complex institutional pipelines. Soft Skills: Strategic Thinking: Ability to translate complex market data into actionable business strategies. Communication: "Demystify" complicated capital markets concepts for various stakeholders. Relationship Building: Proven experience with building rapport quickly with C-suite executives and important decision-makers. Collaboration: Propensity to work across business functions including sales teams, product organizations, and departments to foster innovation, creativity and success. Performance Success Metrics Grow institutional partner network and referral base that drives expansion of industry relationships, our brand, and opportunity pipeline. Accuracy and impact of industry insights provided for product marketing campaigns. Contribution to the development and implementation of the annual Capital Markets Strategy. Revenue generation from newly identified data solution opportunities.
Benefits/Perks: Great compensation package and bonus plan. Core benefits including medical, dental, vision, and matching 401K. Flexible work environment, ability to work remote, hybrid or in-office. Flexible time off including volunteer time off, vacation, sick and 12-paid holidays. Explore all our exciting benefits here: https://yourexperianbenefits.com/cand-index.html. At Experian, our people and culture set us apart. We're committed to creating an environment where everyone feels they belong and can excel. From inclusion and authenticity to work/life balance, development, wellness, collaboration, and recognition, we focus on what matters. Our people-first approach has earned us global recognition: World's Best Workplaces™ 2024 (Fortune Top 25), Great Place To Work™ 2025 in 26 countries, and Glassdoor Best Places to Work 2024, among others. Want to see what life at Experian is really like? Explore Experian Life on social or visit our careers site. Our compensation reflects the cost of labor across several U.S. geographic markets. The base pay range for this position is listed above. Within this range, individual pay is determined by work l