MBS Allocations Team Lead

Citi

Team Lead on MBS Allocations overseeing workflow and providing mentorship to analysts. Requires expertise in Mortgage-Backed Securities and operational processes.

Posted 7/6/2026full-timeGetzville • New York • 🇺🇸 United StatesSenior💰 $70,080 - $105,120 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Mortgage-Backed Securities (MBS) allocations and operational process management, with strong analytical skills to identify and resolve issues. Proven ability to mentor team members and build relationships with stakeholders to enhance workflow efficiency.

Highest-signal resume keywords

Mortgage-Backed Securities (MBS) AllocationsOperational Process ManagementAnalytical SkillsMentoring and CoachingStakeholder Management

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Problem-SolvingCommunication

Industry Keywords

Settlement EnvironmentsWorkflow ManagementData QualityProcess ImprovementAutomation Initiatives

About the role

Key responsibilities & impact

Oversee the daily workflow for the MBS Allocations team; monitor volumes, queues, and work allocation to ensure timely and accurate completion of all allocation and pre-settlement processes.
Serve as the first line of defense in monitoring control adherence and data quality for the Allocations team.
Act as the primary escalation point for analysts on all allocation-related issues; identify root causes of recurring problems and drive them to resolution.
Provide day-to-day coaching, mentorship, and workflow guidance to analysts.
Build productive relationships with internal partners (front office, middle office, technology) to ensure smooth execution of the allocation process.
Drive small-scale process improvement and automation initiatives within the Allocations team, partnering with Technology to refine workflows.

Requirements

What you’ll need

Demonstrated subject matter expertise in the Mortgage-Backed Securities (MBS) allocations lifecycle or similarly complex settlement environments.
Experience in leading operational processes, with a proven ability to manage daily workflows and handle escalations.
Strong analytical and problem-solving skills, with an ability to identify the root cause of issues and drive solutions.
A track record of mentoring or coaching junior team members is highly valued.
Excellent communication and stakeholder management skills.
Bachelor’s degree in Finance, Business, or a related field.

Benefits

Comp & perks

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays