Capital Markets Risk Management

DAVID MENKE

Gallatin, TN ***** 615-***-****

**********@******.*** https://www.linkedin.com/in/david-menke-71b37029/ www.linkedin.com/in/david-menke-executive

VP, Capital Markets & Secondary Marketing

Dynamic and results-driven financial executive with extensive experience in Capital Markets and Secondary Marketing. Proven expertise in designing and managing complex financial infrastructures, leading investor relations, and executing high-value mergers and acquisitions. Skilled in TBA trading, hedge management, capital allocation, and risk management, with a strong track record of optimizing revenue and enhancing financial performance. Demonstrated leadership in secondary mortgage marketing, managing diverse trading strategies, and implementing strategic initiatives to drive business growth. Proficient in leveraging advanced software tools and fostering cross-functional team collaboration. Committed to excellence in financial operations and policy implementation, with notable achievements in pricing, product management, and market analysis.

CORE COMPETENCIES

Design & Infrastructure Investor Relations Valuation Mergers & Acquisitions (M&A) TBA Trading

Secondary Mortgage Marketing – (Mandatory, Assignment of Trade (AOT), Bulk, Forward, Co-Issue)

Capital Markets Hedge Management Capital Allocation Market Analysis & Ad Hoc Reporting

Investment Portfolio Management Whole Loan Trading Post-Closing Management

Policy & Procedure Implementation Financial Performance

Product & Pricing Management Team Leadership & Development Mortgage Loan Portfolios

Interest Rate Risk Management Strategic Initiatives Regulatory Compliance

TECHNICAL COMPETENCIES

Encompass – Loan Origination Software Optimal Blue – Mortgage Automation Software Tradeweb Markets

Microsoft Office – (Excel, Access, Project, Word, PowerPoint) Video Conferencing Tools (Teams, Webex, etc.,)

PROFESSIONAL EXPERIENCE

CAPSTAR BANK, Nashville, TN 2018 – Present

A division of Old National Bank; offering full range of commercial and consumer financial products and services.

VP, Capital Markets & Secondary Marketing

Provided leadership for all TBA & whole loan trading with a weighted average Gain on Sales (GOS) of over 50 basis points over and above Best Effort price since 2018.

Directed secondary marketing functions, overseeing pricing, lock desk operations, and pipeline risk management, resulting in a 25% increase in revenue.

Developed and executed a comprehensive pricing model leading to improved margins and enhanced competitive positioning in the market.

Analyzed market trends, interest rate movements, and investor guidelines to make informed decisions regarding loan pricing and product offerings.

Spearheaded the development and execution of comprehensive secondary marketing strategies to maximize profitability while managing interest rate risk.

Guided team responsible for pricing, hedging, and trading of mortgage-backed securities, consistently optimizing revenue and minimizing risk exposure.

Recognized for best execution strategy over all types: Mandatory, Bulk, Co-Issue, Best Effort, etc.

Established and maintained relationships with various investors and ensured compliance with agency guidelines and investor requirements.

DAVID MENKE Page 2

FRANKLIN SYNERGY BANK., Franklin, TN 2012 – 2018

A well-known, high-service community bank.

AVP, Secondary Marketing Analyst

Led day-to-day Secondary Marketing functions including hedge management.

Directed secondary marketing functions, overseeing pricing, lock desk operations, and pipeline risk management, resulting in a 25% increase in revenue.

Evaluated current methods for managing risk and Secondary Marketing operational processes and made recommendations.

Reviewed Secondary Marketing pipeline, risk management, and exception reports to manage the mortgage pipeline; researched and resolved issues.

Developed and implemented Secondary Marketing strategic initiatives and projects including Secondary Marketing product development.

Conducted best execution analysis and optimization to maximize profitability resulting in best execution trading.

Configured Secondary Marketing systems including investor pricing valuations and risk adjustments.

Navigated and adapted to industry changes, including regulatory shifts, technological advancements, and market fluctuations, ensuring sustained success for the organization.

Developed and executed a comprehensive pricing model leading to improved margins and enhanced competitive positioning in the market.

Established and maintained relationships with various investors and ensured compliance with agency guidelines and investor requirements both whole loan and Broker/Dealer.

EDUCATION

Bachelor of Science, Economics

University of Kansas, Lawrence, KS

PROFESSIONAL MEMBERSHIPS

President, Nashville Mortgage Banking Association (NMBA) (2020)

President, Tennessee Mortgage Bankers Association (TNMBA) (2024)

AWARDS AND ACCOLADES

Recipient, AmeriHome Epic Client Award (2019 – 2022)

AmeriHome Mortgage Company, Westlake Village, CA

Recipient, $3MM Sales Performance Recognition Award (2020, 2021)

Mortgage Capital Trading (MCT), San Diego, CA

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