A Secondary Marketing Analyst is responsible for administering all secondary market duties that aid in selling and purchasing loans. Job description and duties are listed on the Secondary Marketing Analyst Resume as – logging information related to loan sales and purchases, complying with secondary market laws, processing and distributing rate sheets daily, importing pricing from various sources and in various formats into loan origination system and risk management system, processing intraday rate changes, interacting with other departments when problems or discrepancies in data arise to determine needed actions, generating reports for daily and monthly distribution to executive management, and performing all other duties as assigned.
Job skills and qualifications include the following – customer service experience, the ability to communicate well, high level of accuracy, and attention to detail, decision-making abilities, effective problem-solving skills, strong computer skills, good grammatical and math skills, and familiarity with Excel Spreadsheets. A high school diploma or GED and marketing experience are often listed on resumes.
Headline : Highly motivated professional seeking a position in the banking and financial industries. Works as a team player with a can-do attitude and is excellent at building relationships with internal and external business partners and customers.
Daily monitored and analysis of markets, published rates and pricing used to determine the profitability potential of both Mandatory mortgage pools and Best Effort loans.
Used statistical analysis, determine the probability of specific loans funding, to initiate the creation of mortgage pools.
Used various pricing models and formulas, determine which investor to use in order to generate the most profit for the company.
Analyzed information to determine the performance and production levels of internal and external business partners.
Once completed utilize this information to determine the pricing tier at which they will be positioned.
Assisted internal and external business partners by providing the pricing for a specified mortgage product, substantiating and quantifying the profit or compensation margins pertaining to it.
Generated, reviewed and managed reports to present to senior management.
Experience
5-7 Years
Level
Executive
Education
Bachelor Of Science In Economics
Secondary Marketing Analyst Resume
Objective : Secondary Marketing Analyst is responsible for Implementing, monitoring/removing pricing changes in anticipation of market movements to ensure margins are met, Sending out pipeline status emails, review pipeline for inactive files that affect pull through numbers, Verifying House Loans are flagged correctly in the LOS, and when needed work with accounting for verification commissions are paid correctly.
Skills : Microsoft Office, Microsoft Excel, Encompass.
Description :
Constructed daily market pricing.
Resolved exceptions cited by investors/department heads.
Product development and implementation assistance.
Executed daily pipeline management.
Communicated directly with investors, selling loans on the secondary market.
Processing Assistant: Assured that all customer files were complete and in compliance.
Organized files in stacking order in preparation for underwriting.
Experience
2-5 Years
Level
Junior
Education
GED
Secondary Marketing Analyst Resume
Summary : Secondary Marketing Analyst Professional with extensive experience in pricing, secondary markets, research and analysis, policy and procedure writing, marketing, and loan review. Over 10 years of experience working for, and with mid-size family-owned lenders to Global 1st tier banks. Proven success in correspondent lending demonstrated by building quality pricing spreads, maximizing returns on trade negotiations with investors, and expanding the business into new markets.
Skills : Microsoft Office, Ten Key, Payroll Processing, Encompass Software, Data Entry.
Description :
Managed sale of loan pool to investors.
Supervised shipping team, ensuring prompt delivery of files to investors.
Coordinated with investors and shipping team curing file issues.
Identified any trends in equity markets and current events, analyze their impact, and adjust pricing and rates daily minimizing potential losses due to market volatility.
Researched and reported on potential opportunities for expansion of brand, estimated growth potential.
Reviewed individual loan and credit packages for guideline exceptions and approve or reject exceptions based on an assessment of risk.
Assisted Account Representatives with pricing scenarios, designed options for customer retention when borrower scenarios require unique loan options.
Experience
10+ Years
Level
Senior
Education
BA In Economics
Secondary Marketing Analyst Resume
Summary : Secondary Marketing Analyst Professional with more than 10+ years of experience in the corporate field. Specialized in mortgage banking and insurance tracking for various lenders. Detail-oriented and accurate in verifying, researching, managing, processing discrepancies, and insurance policies. Avid team leader with excellent motivational, training, and planning skills needed for a successful company. Passionate and creative problem solver who is a self-starter and team player.
Skills : Bloomberg, MSP, Complete Knowledge Of Symposium, workforce Management, Fidelity Alltel, MortgageServ, Balboa Host, Rembrandt, AS400, Imaging, Deficiency Tracking System, QRM, MS Word, 10 Key By Touch, Bilingual, Multi-tasked, Flexible, Dedicated And Self Motivated.
Description :
Prepared 15+ pools on a daily basis.
Cleared all existing edits daily prior to deadline submission of the pool.
Processed settlements via QRM on all pools.
Validated, researched, and updated the system accordingly for individual loans when corrections were needed.
Contacted investors to assure all funds were received.
Distributed pools to associates for additional modifications if required to deliver to investors adequately.
Researched and cleared pending conditions to avoid repurchase of loans.
Experience
7-10 Years
Level
Management
Education
BA In Economics
Secondary Marketing Analyst Resume
Objective : Strategic and analytical finance Secondary Marketing Analyst professional with over four years of success in financial reporting, analysis, and project management. Excellent organizational, interpersonal, and communication skills with the flexibility and experience required to remain highly focused and results-driven in a fast-paced, demanding environment.
Skills : Web Development - HTML, CSS, Jquery, SQL, Programming - Java, VBA Rapid Prototyping, And UX Agile Methodologies.
Description :
Reviewed and analyzed daily mortgage-backed security (MBS) pricing to determine the best execution for pools of mortgage loans.
Executed rate locks and trades with the secondary marketing investors and with Wall Street broker-dealers.
Locked loans with investors, contact the investors to make necessary changes, and managed expiring commitments.
Analyzed mortgage portfolio to determine negative trends and recommend changes to the company's credit policy.
Prepared various daily revenue and pricing reports.
Monitored the company's interest rate exposure by reviewing the current pipeline and open trades.
Assisted the Vice President of Finance with various ad hoc projects which include but are not limited to, investor presentations, detailed revenue analysis, and reports for the compliance department.
Experience
2-5 Years
Level
Executive
Education
Bachelors Of Science
Secondary Marketing Analyst Resume
Headline : As Secondary Marketing Analyst, responsible for Attending/Presenting Product and Pricing training for new employee onboarding, Reviewing and entry of loan sale Purchase Advice, Researching pricing discrepancies and reporting unusually large amounts, Updating discrepancies worksheet weekly.
Locked loans in the secondary marketing system and inform appropriate parties.
Acted as the primary point of contact for customer and branch questions.
Managed a portion of the company's niche product loans.
Sold loans to investors, created trade, and followed up on confirmations.
Answered calls from Branch Associates, Account Executives, Loan Officers, Brokers, and Investors regarding pricing issues and questions on lock changes.
Reconciled dealer trades, as well as Investor purchases, Advances.
Determined and discussed loan pricing with investors and loan officers Provide marketing materials and daily status of all loans company-wide Design and code excel workbooks for weekly reports Investigate funding variances with the Acct.
Experience
5-7 Years
Level
Executive
Education
GED
Secondary Marketing Analyst Resume
Objective : To acquire a Secondary Marketing Analyst position within a company or organization that offers potential for advancement and long-term career opportunities.
Compiled, distributed, maintained, and posted company rate sheets for 11 full-service branches on a daily basis, updating as necessary (i.e. per branch request, changing market conditions or investor guidelines, editing distribution lists).
Produced and distributed weekly pipeline reports to account executives.
Committed loans both best efforts and mandatory on a flow basis to various investors.
Sold conventional conforming and government loans in AOTs, direct trades, and mandatory commitments based on best execution models.
Assisted the lock desk with pricing and procedural questions.
Adjusted and created daily loan pricing Generate weekly investor concentration reports Create reports tracking branch and individual performances Track the status of loans along with the gains.
Built and established investor relationships Collaborate with various dept.
Experience
2-5 Years
Level
Executive
Education
Bachelor Of Science In Management
Secondary Marketing Analyst Resume
Objective : MBA with 3+ years of work experience concentrating in Financial Services Strong interpersonal and report management skills Expert level of MS office skills.
Interfaced with all levels of management, internally, as well as associates and other professionals within the finance industry.
Released loans/pools and funds for smooth transition Interact with traders daily to create adequate pools Arrange dates for delivery of funds.
Assisted in research and coming up with solutions for loans.
Created and administered various pipeline and fallout reports.
Worked with team to grow market footprint from Southern California only to include all of California, Hawaii, Arizona, and Washington.
Prepared preliminary disclosure documents.
Experience
2-5 Years
Level
Executive
Education
MBA In Marketing
Secondary Marketing Analyst Resume
Headline : Secondary Marketing Analyst is responsible for Reviewing and Processing lock requests, lock confirmations, change requests, repricing/renegotiation and extension requests adhering to Silverton Pricing Policies, Managing the lock desk by assisting loan originators with loan credits, pricing scenarios, and product inquiries as needed.
Skills : Analyst, Marketing Skills.
Description :
Provided back up support for other departments.
Assisting with managing interest rate risk inherent with the locked pipeline.
Researched and resolved department time sensitive data issues for both internal and external business partners.
Packaged and delivered all pooled mortgage loans to upstream investors.
Analyzed and audited reports related to pull-through, margins, daily pricing, purchase advices, and LOS data to assure accuracy and business results are where they need to be.
Assisted lock-desk in lock extensions and sales support.
Performed scenario testing to assure eligibility and pricing is as expected.
Experience
5-7 Years
Level
Executive
Education
MS
Secondary Marketing Analyst Resume
Headline : Secondary Marketing Analyst is responsible for Managing daily locked pipeline for erroneous/accurate coverage and advising on hedge coverage, Managing loan status from overnight reports correcting any erroneous data, Managing locked loan pipeline (extensions, expirations, relocks, etc.), and taking appropriate actions.
Skills : Data Analyst, Marketing Skills.
Description :
Created spreadsheets with loan level price adjustments.
Conducted market research, supplies relevant data, and assists in the development of the marketing strategy for healthcare and life science segments.
Consolidated information into actionable items, reports and presentations.
Collected data for all product lines to determine market share and opportunity.
Reviewed global healthcare databases, reports, clinical data to support findings and provide update on any healthcare trends.
Designed surveys to discover prospective customers' preferences.
Compiled and analyzed statistical data using modern and traditional methods to collect it.
Creating an account is free and takes five seconds.
You'll get access to the PDF version of this resume template.
Choose an option.
Sign up with Google
Sign up with Facebook
Sign up with Linkedin
This helps us make sure you're human and prevents spammers from abusing our services.
By continuing, you agree to our Privacy Policy and Terms.
Unlock the Power of Over 10,000 Resume Samples.
Take your job search to the next level with our extensive collection of 10,000+ resume samples. Find inspiration for your own resume and gain a competitive edge in your job search.
Get Hired Faster with Resume Assistant.
Make your resume shine with our Resume Assistant. You'll receive a real-time score as you edit, helping you to optimize your skills, experience, and achievements for the role you want.
Get Noticed with Resume Templates that Beat the ATS.
Get past the resume screeners with ease using our optimized templates. Our professional designs are tailored to beat the ATS and help you land your dream job.
