Overview
Secondary Marketing Specialist in Houston (onsite). 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).
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
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
Qualifications
Minimum 2 years of mortgage lending experience
Secondary marketing experience required
Ability to adapt quickly to business and operational changes withoL would lut performance decline
Flexibility in work schedule
Proficient in Microsoft Office (Excel and Outlook especially)
Experience with Mortgagebot LOS is a plus
Experience
College Degree preferred, or equivalent combination of education and experience
Note: this position is based in and works out of Houston, Texas.
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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).
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
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
Qualifications
Minimum 2 years of mortgage lending experience
Secondary marketing experience required
Ability to adapt quickly to business and operational changes withoL would lut performance decline
Flexibility in work schedule
Proficient in Microsoft Office (Excel and Outlook especially)
Experience with Mortgagebot LOS is a plus
Experience
College Degree preferred, or equivalent combination of education and experience
Note: this position is based in and works out of Houston, Texas.
#J-18808-Ljbffr