Secondary Marketing Analyst

Description: Job Description

Secondary Marketing Analyst II

Department/Branch: Pricing/Corporate Operations

Reports to: Senior Vice President of Capital Markets

FLSA Status: Non-Exempt

Work Schedule: Full-time

Location: Remote

POSITION SUMMARY DESCRIPTION

The Secondary Marketing Analyst supports the Capital Markets team by overseeing the pricing, locking, hedging, and sale of mortgage loans into the secondary market. This role requires strong analytical skills, sharp attention to detail, and a deep understanding of mortgage-backed securities (MBS), loan pricing, investor guidelines, market execution, and lock desk operations. Lock desk capabilities are a given for this position and will be required to support timely, accurate execution. The Analyst plays a key role in maximizing profitability, managing pipeline risk, and ensuring accurate and compliant loan sales.

MAJOR AREAS OF responsibilities

• Secondary marketing operations and lock desk.
• Hedge and pipeline risk management.
• Pricing strategies and best execution.
• Loan sale and investor delivery coordination.
• Compliance and post-close audit support.
• Cross-functional reporting and data analysis.

Primary objectives

• Ensure timely and accurate pricing and locking of loans.
• Maximize profitability through best execution strategies.
• Maintain accurate and balanced hedge positions and trade reconciliations.
• Support compliance with investor guidelines and internal policies.
• Streamline reporting, onboarding, and technology integration within secondary tools.

Specific Responsibilities

• Process lock requests and lock changes, including pricing scenarios, extensions, renegotiations, and dual compensation structures.
• Manage and approve renegotiations to ensure adherence to internal policy and profitability guidelines.
• Maintain relationships with Branch Managers for exceptions and updated procedure approvals.
• Triage and route Freshservice tickets to