Secondary Marketing Analyst

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

📋 Description

• Confirm TBA and specified pool trades with broker-dealers while verifying trade details and addressing discrepancies.

• Oversee the entire trade lifecycle from execution to settlement.

• Track trade activity to ensure prompt execution and operational accuracy.

• Facilitate trade assignments and manage communications with investors.

• Assist in implementing best execution strategies for both agency and government products.

• Administer class settlements, including pool allocations and 48-hour notifications.

• Coordinate settlement processes with broker-dealers through good-day settlement.

• Execute pool settlements by managing loan delivery, wire instructions, and confirmation of settlement funds.

• Ensure the timely and precise documentation of settlements.

• Address settlement issues and delivery exceptions as they occur.

• Aid in bulk bid origination by preparing bid tapes and sharing opportunities with investors.

• Analyze investor bids and assist in the determination of best execution awards.

• Manage investor communications throughout the bidding process.

• Support mandatory trade executions and delivery strategies.

• Assist with the assignment of trade (AOT) execution activities.

• Carry out GNMA pooling activities from pool formation to final certification.

• Validate loan eligibility and compliance with pool requirements.

• Complete both initial and final GNMA certifications.

• Ensure pools satisfy investor and regulatory standards.

• Oversee the timely delivery of pooled loans.

• Collaborate with Capital Markets, Operations, Accounting, Servicing, and Investors to support loan delivery tasks.

• Communicate trade status, settlement updates, and operational challenges to stakeholders.

• Maintain accurate records and reporting throughout the trading process.

• Identify areas for enhancing operational efficiency and execution.

• Undertake additional responsibilities that support the Secondary Marketing team.

⛳️ Requirements

• Bachelor's degree in Finance, Economics, Business, or a related field (Associate degree also accepted).

• At least 2 years of experience in Secondary Marketing, Capital Markets, Trade Management, or Mortgage Loan Delivery.

• Experience in managing trade structuring and delivery for both GNMA and Conventional executions.

• Strong comprehension of the entire mortgage trade lifecycle from execution to settlement.

• Advanced skills in Microsoft Excel and financial analysis tools.

• Excellent analytical, organizational, and problem-solving abilities.

• Superior communication and relationship-building skills.

• Capability to handle multiple priorities while ensuring exceptional attention to detail.

🏝️ Benefits

• Competitive base pay ranging from $26.00 to $30.00 per hour.

• Annual performance incentives.

• Comprehensive medical, dental, and vision coverage.

• 401(k) program with matching contributions.

• Paid time off and company holidays.

• Opportunities for professional development.

• Career growth potential within Capital Markets and Secondary Marketing.

• Collaborative, high-performing team environment.