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Financial/Secondary Marketing Analyst
C&F Mortgage Corporation
Scotland
On-site
GBP 60,000 - 80,000
Full time
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Job summary
An established industry player is seeking a detail-oriented professional to manage rate sheets and support secondary market functions. In this role, you will be responsible for locking loan rates, monitoring margins, and ensuring effective communication with investors and origination channels. The ideal candidate will possess strong analytical skills, a background in finance or a related field, and a commitment to customer service excellence. Join a dynamic team where your contributions will directly impact the efficiency and success of mortgage operations. If you're ready to take your career to the next level in a supportive environment, this opportunity is for you.
Qualifications
- Degree in finance, accounting, business, or equivalent experience required.
- 1-2+ years of customer service experience preferred in the mortgage industry.
Responsibilities
- Lock loan rates and pricing with investors for individual loans.
- Monitor secondary marketing inbox and respond to emails promptly.
- Support origination channels throughout the loan process.
Skills
Education
Tools
Job description
Primarily responsible for rate sheet, secondary market reporting, and supporting lock desk workflow by utilizing the pricing engine and investor websites. Responsible for supporting secondary market functions regarding reporting, policies, procedures, and implementation with all guidelines set forth.
Essential Duties and Responsibilities include the following:
- Lock loan rates and pricing with investors for individual loans. Monitor margins to ensure target margins are met on an individual loan basis.
- Monitor secondary marketing inbox and respond to emails in a timely and accurate manner.
- Answer phone calls and voicemails in a timely and accurate manner.
- Support origination channels throughout the loan process on pricing and lock policy questions and concerns.
- Other duties as assigned.
Degree in finance, accounting, business, or related field, or equivalent related experience.
Strong attention to detail and accuracy.
Effective written and verbal communication skills.
Excellent computer and data entry skills.
Broad knowledge of spreadsheet databases, word processing, and MS Office software.
1 - 2+ years of customer service experience.
Mortgage industry experience preferred.
Excellent organizational and time-management skills.
Excellent analytical skills, with strong attention to detail.
Excellent critical-thinking and problem-solving skills.
Strong customer service skills.
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