Secondary Marketing Analyst

Reposted 22 Days Ago
West Conshohocken, PA, USA
In-Office
Mid level
Fintech • Financial Services
The Role
Manage rate locks and loan pipeline, coordinate warehouse wire requests, analyze pricing scenarios to maximize profitability and compliance, monitor warehouse capacity, produce production/SLA reporting, and provide ad-hoc analysis for senior management.
Summary Generated by Built In

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

Skills Required

  • 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 ability to work in a fast-paced environment
  • Solid decision-making skills and professionalism with internal and external clients
  • Strong time management skills, fast learner, self-motivated, able to handle multiple projects simultaneously
  • Mortgage experience required
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The Company
HQ: Conshohocken, PA
46 Employees
Year Founded: 2019

What We Do

Filo Mortgage is a mortgage company that specializes in providing borrowers with exceptionally low mortgage rates, free of points and hidden fees, and a streamlined process through industry-leading technology.

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