Secondary Marketing Analyst – Analytics

This is a fully remote position, open to applicants in United States.

📋 Description

• Assess and compute daily loan pricing utilizing internal pricing models while adhering to company policies and profitability goals.

• Offer pricing and transactional assistance for agency co-issue transactions, designated pools, and securities from Fannie Mae, Freddie Mac, and Ginnie Mae.

• Aid in loan servicing operations, encompassing servicing-retained, servicing-released, and correspondent bulk sale transactions.

• Configure and oversee secondary marketing systems, which include investor pricing, valuation models, eligibility criteria, and risk adjustments.

• Create and refine pricing tools and models for optimal execution analysis and profitability enhancement.

• Contribute to strategic secondary marketing projects, product development initiatives, and process improvement efforts.

• Evaluate pull-through performance and adjust system configurations to align with market and portfolio trends.

• Facilitate daily trading operations through analytical reporting, documentation, and data validation.

• Identify areas for enhancement in analytical models, technology platforms, databases, and operational processes.

• Assist in managing relationships with broker-dealers, correspondent partners, investors, and third-party vendors.

• Generate ad hoc reports and business analyses for management and stakeholders.

• Collaborate with team members and business partners to achieve departmental and organizational objectives.

• Execute additional duties and special projects as assigned.

⛳️ Requirements

• Bachelor’s degree in Finance, Economics, Mathematics, Business Administration, Computer Science, Information Systems, or a related discipline.

• At least one year of experience in Secondary Marketing, Capital Markets, mortgage analytics, or a similar field.

• Advanced skills in Microsoft Excel, including the use of formulas, lookups, and pivot tables.

• Experience with SQL Server Management Studio or comparable database querying tools.

• Strong analytical, quantitative, and financial modeling capabilities.

• Proficiency in interpreting complex data sets and converting insights into actionable recommendations.

• Capacity to handle multiple priorities and meet deadlines in a dynamic environment.

• Excellent written and verbal communication abilities.

• Strong attention to detail and precision in data analysis and reporting.

• Knowledge of mortgage pricing methodologies and concepts related to interest rate risk management.

• Familiarity with mortgage-backed securities, capital markets, and foundational principles of the mortgage industry.

• VBA programming experience is preferred, though not mandatory.

• Background in quantitative analysis and pricing models is preferred.

• Interest in or familiarity with MBS trading, pipeline hedging, or mortgage risk management is advantageous.

• Progress toward, or completion of, professional certifications such as CFA or FRM is beneficial but not required.

🏝️ Benefits

• Opportunities for professional development.

• Engaging career paths.

• A collaborative and inclusive work environment.

• A culture of innovation, growth, and collaboration.