Secondary Marketing Manager

We're proud to be named one of  _USA TODAY's Top Workplaces_ , and we've earned the  _Best and Brightest Companies to Work For_  award for 8 years straight. Founded in 1937, Advancial is one of the oldest credit unions in the country. Our mission is to create lasting value for our members through superior service, quality products, and innovative solutions.

At Advancial, we don't just work hard - we play hard, too. We're a team that thrives on passion and collaboration, where every day feels like a chance to make a difference. Our culture is built on positivity, creativity, and the belief that work should be fulfilling, not just a "day job."

The Secondary Marketing Manager leads secondary loan market and funding activities, including correspondent sales, bulk sales, and wholesale funding. The role acts as the main point of contact for investors and funding sources. Responsibilities include pricing, loan locking, delivery, and managing the loan production pipeline to ensure timely and efficient loan execution.

** What You'll Do*
* + Develop relationships with funding sources including Fannie Mae, Freddie Mac, and other correspondent investors.

+ Determine daily mortgage pricing for portfolio and correspondent investors.

+ Verify lock requests and maintains related changes, reconciliations, and extensions for the best‑efforts pipeline.

+ Review rate lock data for accuracy and expiration timing and communicates discrepancies to Loan Officers or Operations.

+ Handle the shipping and purchase of closed loan packages.

+ Advise loan officers on lock‑in policies, procedures, and industry practices.

+ Apply company guidelines and remains familiar with Mortgage department functions.

+ Direct bulk loan sales including pool creation, due diligence, closing, funding, and post‑sale servicing.

+ Uphold regulatory compliance across secondary marketing operations.

+ Enhance secondary marketing strategies and processes.

+ Establish pricing and delivery strategies to achieve targeted gain‑on‑sale revenue.

+ Address Mortgage Servicing inquiries and collaborates with the subservicer on servicing issues.

+ Cultivate a positive, respectful, and collaborative culture across the organization-fostering strong relationships among staff, departments, branches, and external partners. Champions a caring and inclusive environment for both employees and members, aligned with the Credit Union's mission and values.

** Requirements*
* + Bachelor's Degree (B.A.) or equivalent from four-year college or university and a minimum three (3) years related experience and/or training; or equivalent combination of formal education and experience. A minimum of one (1) year supervisory experience required.

+ Knowledge of mortgage lending required. Prior mortgage industry experience helpful.

** Preferred Skills and Competencies*
* + Demonstrate strong analytical and critical‑thinking skills and incorporates best practices into daily work with close attention to detail.

+ Follow detailed and standardized procedures delivered verbally, in writing, or through hands‑on instruction.

+ Possess working knowledge of data management, movement, and integration.

+ Communicate effectively at all levels of the organization.

+ Handle competing priorities and complex issues with sound judgment.

+ Utilize computer equipment and software, including Microsoft Office Suite, and understands relevant state and federal laws.

+ Apply required systems such as Velocity, Meridian Link, Symitar, Microsoft Word, Excel, and Access to perform job duties.

** Ready to Join a Winning Team?*
* Advancial isn't just about business - it's about building careers, communities, and futures. If you want to work somewhere that supports your growth, values your time, and recognizes your impact, you've found the right place.

** What to Expect in Our Hiring Process*
* 1. A quick phone screen to get to know you

2. A Zoom interview with the team

3. Short assessments to help us learn more about your strengths and work style

4. An in‑person interview at 10000 North Central Expressway Suite 1400 Dallas, Texas, 75231

5. Once you've signed your offer letter, we'll begin your background and credit check

This role operates…