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.

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.
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, MeridianLink, Symitar, Microsoft Word, Excel, and Access to perform job duties.

Take Time for Life: In addition to 11 company holidays, you start with 3 weeks of vacation, and recharge at our beautiful vacation homes in Destin, FL, and Breckenridge, CO – free for you and your loved ones (you just pay taxes).
Retire with Confidence: We contribute to your 401k. It’s our way of helping you build the future you deserve.
Pets Are Family Too: With affordable pet insurance (we even chip in), your furry friends are covered for everything from checkups to surgeries.
Invest in Your Future: We’ll cover 80% of your tuition costs after one year, so you can continue to grow, learn, and achieve your goals.
Life Happens: Our Advancial Life Rewards program reimburses you up to $1,000 each year for unexpected expenses – because we know life doesn’t always go according to plan.

Secondary Marketing Manager

Key skills