Secondary Marketing Manager

Job Description

Job Description

The Secondary Marketing Manager oversees the sale of Wholesale and Correspondent loans to investors, managing pipeline, pricing, risk and investor relations to maximize profitability. Key duties include setting daily loan prices, managing rate locks, executing heading strategies, ensuring compliance, and supervising teams. This role requires strong financial and analytical skills for this strategic role.

• Manage the mortgage loan pipeline, set daily pricing, and oversee loan lock policies for best execution.
• Analyze market trends, manage interest rate risk, and execute hedging strategies to protect profits.
• Act as a liaison with investors and funding sources, building strong relationships and managing sales.
• Develop and implement mortgage product strategies and initiatives.
• Supervise secondary marking staff, ensuring accuracy, compliance, and efficient operations.
• Prepare reports, ensure data integrity, and maintain compliance with investor guidelines and regulations.

• Attention to Detail – Looks for ways to improve and promote quality of work and demonstrates accuracy and thoroughness.
• Building & Fostering Relationships - Actively builds trust-based relationships across teams and levels, fostering open communication, collaboration, and shared goals.
• Communication – Shares information in a timely and respectful manner, ensuring mutual understanding while maintaining professionalism and approachability.
• Critical Thinking – Evaluates situations from multiple angles to identify root causes and generate innovative, effective solutions that align with goals.
• Proactive – Demonstrates forward thinking by planning ahead, seeking out improvements, and acting decisively to move work forward.

In-Office: This role operates in a professional office setting and requires regular on-site attendance. Employees in this position will use standard office equipment including a company-issued computer, headset, and webcam, along with access to printers, copiers, and other shared resources.

• Bachelor’s degree in finance, business, or a related field; or equivalent multiple years of experience.
• Minimum 2 years of experience in mortgage secondary markets, and risk management.
• Strong ability to analyze market data, assess risk, and make strategic decisions.
• Excellent interpersonal and communication skills
• Proficiency with mortgage loan software (LOS) and financial tools.
• Advanced Excel skills and experience working with large data sets.
• Strong problem-solving skills and ability to identify process improvements.

• Proven leadership and team management experience.
• Strong reporting and analytical skills – experience with Power
  
  BI is a plus.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to communicate via oral and written communication, such as phone calls, emails, and ticketing systems. The employee frequently is required to stand, walk, use hands and fingers and reach with hands and arms.

This role may require long periods of sitting at a desk and working on a computer. The employee may occasionally be asked to pick up and/or move up to 15 pounds.

The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time, with or without notice. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.