Financial Operations Analyst

Reposted Yesterday
San Antonio, TX
In-Office
Entry level
Software
The Role
The Financial Operations Analyst will support the Capital Markets team by managing loan sale execution workflows and capital partner relationships.
Summary Generated by Built In

Financial Operations Analyst

About Vontive, Inc.:

Vontive, Inc. is a business purpose mortgage lender that was founded in 2017 by Charles McKinney (CEO) and Shreyas Vijaykumar (CTO). Charles and Shreyas met when Palantir Technologies and Freddie Mac worked together on reducing losses for the US taxpayer during the Great Financial Crisis. Vontive, Inc. has a track record of originating $1.5+ billion of residential transition loans (RTL) to real estate investors through its proprietary loan origination software (LOS). Vontive, Inc. is venture capital-backed and has raised Series A and B venture rounds with participation from 8VC, Goldcrest Capital, Founders Fund, and Zigg Capital. Vontive, Inc. closed its inaugural securitization in March of 2025 as a financing vehicle for current and future RTL originations.

About the Role:

This position supports the Capital Markets team by managing the operational workflows that enable efficient loan sale execution and capital partner management. It's an ideal entry point for candidates looking to build a career in structured finance and capital markets from the originator side of the business.

Roles and Responsibilities:

  • Execute loan locks across multiple 30-year mortgage takeout channels, ensuring accuracy and timely settlement
  • Manage due diligence processes for warehouse facilities and long-term loan sales, including support for the company's securitization program
  • Maintain and update Vontive's loan level pricing engine to ensure accurate execution across all loan sale channels
  • Support loan sale execution by coordinating with capital partners and tracking optimal placement for each loan originated
  • Communicate with capital partners to manage daily funding needs and monitor warehouse line utilization
  • Assist with post-loan sale processes to ensure operational accuracy and reporting integrity

Requirements:

  • 0-2 years of relevant experience in finance or a related field
  • Bachelors Degree in Business (Finance preferred) 
  • Strong attention to detail and organizational abilities
  • Analytical mindset with the ability to manage multiple workflows simultaneously
  • Proficiency with MS Excel; experience with data management or reporting tools a plus
  • Ability to take ownership of tasks and work independently
  • Interest in learning debt capital markets and structured finance
  • Willingness to work at a high-growth start-up

Benefits:

  • Meaningful salary, bonus, and 401(k)
  • Comprehensive medical coverage
  • Paid parental and family leave
  • Support for education and training
  • Flexible hours and unlimited vacation
  • Fitness and wellness reimbursements
  • Remote work friendly
  • Support for charities and volunteering

Top Skills

Data Management Tools
Excel
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The Company
HQ: San Francisco, CA
62 Employees
Year Founded: 2017

What We Do

A first-of-its-kind embedded mortgage platform, Vontive creates an entirely new and digital way to finance investment properties. Our no-code, white-label solution empowers any business serving real estate investors to launch its own investment-property mortgage business in 1-2 weeks. Vontive creates a new revenue stream for these retail brands, integrates financial institutions through a debt marketplace, and opens the market for new investors to participate in real estate. Our company was founded by Freddie Mac and Palantir alumni who have nearly four decades of experience in the mortgage and financial services industry.

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