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AI Summary
The analyst manages rate locks, coordinates wire requests for loan disbursements, and monitors warehouse lines for funding capacity. They are also responsible for analyzing pricing scenarios to maximize profitability and providing ad hoc reporting for senior management.
Description
FLSA Classification: Exempt
Reports to: Director of Secondary Marketing
Summary:
The Secondary Marketing Analyst is responsible for managing a variety of analytical projects across several departments
Duties and Responsibilities:
- Secure and manage rate locks for a large pipeline of loans from multi production channels
- Coordinate wire requests with various warehouse providers for mortgage loan disbursements
- Analyze various pricing scenarios to maximize profitability while ensuring compliance with various program requirements
- Monitor warehouse lines to ensure adequate capacity for company funding needs
- Report on various production benchmarks and SLAs
- Ad hoc reporting as needed by senior management
- Other assigned duties as requested
Requirements
Qualifications:
- BS Degree in Accounting, Finance or Mathematics or equivalent work experience
- Proficiency in Microsoft Excel and strong knowledge of all Microsoft Office applications
- Ability to communicate rapidly with competing priorities by phone and in writing
- Strong analytical skills, attention to detail and the ability to work in a fast-paced environment
- Solid decision-making skills with ability to display professionalism towards both internal and external clients
- Strong time management skills, fast learner, self-motivated, and comfortable taking initiative and handling multiple projects simultaneously
- Mortgage experience required
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