Secondary Mortgage Market Specialist
Secondary Marketing talent — this one’s for you.
If you’re experienced with loan sales, lock management, and investor delivery, and you thrive in a fast-moving market environment, we’re hiring a Secondary Marketing Specialist in Houston (onsite).
Job Description
POSITION SUMMARY:
The Secondary Marketing Specialist is responsible for managing the sales and delivery of mortgage loans in the secondary market while ensuring compliance with investor guidelines and regulatory requirements. This role involves close collaboration with internal teams to optimize loan sale strategies and maintain strong investor relations.
Responsibilities include, but are not limited to:
- Execute and manage loan sales to secondary market investors
- Ensure regulatory compliance and maintain accurate and timely records
- Process lock requests in Mortgagebot and FNMA as applicable
- Deliver loans to FNMA, and promptly send Purchase Advice to Accounting
- Update and distribute rate sheets to Retail and TPO clients
- Monitor bond market trends to inform rate adjustments throughout the day
- Maintain a strong working knowledge of Optimal Blue and its locking process
- Analyze investor rate sheets daily to determine optimal loan placement upon lock
- Stay up to date on investor guidelines to ensure valid locks
- Prepare and submit new investor approval packages
Create and manage loan products within MortgageBot as needed