Manager, Capital Markets, HELOC

San Francisco💼 Full-time💰 $140,000–$140,000🗓 2026-09-17 → 2026-09-26

Core

Execute daily mechanics of institutional funding transactions (warehouse facilities, forward flow, securitizations) for HELOC and other consumer lending products.

Role type

Manager, Capital Markets Execution

Builds

Institutional funding programs (warehouse, forward flow, ABS) for HELOC and consumer lending products

Domain

Consumer Finance / Capital Markets / Structured Finance

Deliverable

client delivery

Required skills

Deal execution mechanics, allocation reports, purchase confirmations, loan tape reviews, funding/settlement coordination, legal documentation review, covenant monitoring, borrowing base calculations, Excel, SQL, Tableau

Preferred skills

Consumer lending underwriting, asset-based finance, structured finance

Responsibilities

Serve as primary/backup execution support for live transactions; Own day-to-day deal mechanics; Support warehouse/ABS reporting; Review/negotiate legal docs; Analyze collateral performance; Coordinate with investor stakeholders; Support onboarding of new counterparties

Seniority

Manager, hands-on execution

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About Upgrade

Upgrade helps customers move in the right direction with affordable and responsible financial products. Since 2017, we’ve helped over 7.5 million customers access over $42 billion in consumer credit. With a relentless focus on improving our customers' financial well-being, we build products that put more money in their pocket and support their journey toward a better financial future. We’re backed by some of the most prominent technology investors and were most recently valued at $7.3B.