**Responsibilities** **SUMMARY** The Secondary Marketing Analyst is primarily responsible for registering and communicating rate lock information and pricing of all loans. The analyst will participate in additional functions such as selling and delivering loans that are being sold to investors, providing investors with all required reporting, MERS transfers, and ensuring that management obtains timely reports addressing loans originated, sold, and serviced. **ESSENTIAL DUTIES AND RESPONSIBILITIES** include the following and other duties as assigned: + Serve as central point of contact regarding pricing, locking, and rate lock policies related to mortgage loans. + Perform day-to-day lock desk responsibilities; actively monitoring expiration dates and rate lock information for data integrity and using judgment and knowledge to process requests accordingly. + Build and maintain effective relationships with production staff maintaining customer service goals and standards. + Maintain in-depth knowledge of loan programs and guidelines to ensure teammates operate within policies and guidelines. + Assists with maintenance of investor pricing and managing the pipeline for mortgage loans and other loan types as needed. + Register and lock loans directly with correspondent investors, actively monitoring commitment due- dates to ensure deadlines are met. + Overview of mortgage accounts including loan sales, and escrow and corporate advances. + Receives incoming department mail and redirects as needed + Assist with mortgage servicing inquiries. + Proficient in company guidelines and familiar with other Mortgage department responsibilities + Monitors Lock Desk shared inbox processing all lock related inquiries such as new lock requests, lock extensions, relocks, recommitment requests, price quotes, etc., and communicates discrepancies to Loan Officers and/or Operations + Coordinates and supports loan deliveries to whole loan investors and GSE’s including loan data, loan files, and collateral; monitors and responds to any post-funding quality control requests + Track and resolve collateral exceptions with third party custodians + Assists with the maintenance of daily rate sheets in Product & Pricing Engine (PPE) + Monitor and reconcile servicing transfers with sub-servicer + Process MERS registrations and transfers for correspondent loans + Complete UCDP uploads as needed + Escalate and manage exception requests and approvals per established guidelines + Assist with system troubleshooting, testing, and enhancements of Loan Origination System (LOS) and Pricing Engines (PPE). + Maintains an understanding and competency with respect to software and other systems required to perform the duties of the position including Velocity, Open/Close, Symitar, Microsoft Word, Excel, Access, etc. **The pay range for this position is $67,000-$84,000/yr. and is based on experience.** **Qualifications** **EDUCATION and/or EXPERIENCE** Associate's Degree (A.A.) desired and minimum two years related experience and/or training; or equivalent combination of formal education and experience. Previous experience in with mortgage industry typically obtained through mortgage servicing and or refinancing, as a loan officer or processor. **Overview** Founded in 1937, Advancial is one of the oldest and largest credit unions in the country. We are an established and proactive full-service financial institution providing personal, convenient and advanced financial services to individuals and select group partners. Our mission is to create lasting value for our members through superior service, quality products, and innovative solutions. At Advancial, we always strive to provide the best service and products to our members because we love what we do. We work together to build a culture that promotes a positive employee experience. We’ve been named a Best Company to Work for in Texas for nine consecutive years and a Best and Brightest Company to Work For nationally and locally because we’re serious about building fulfilling careers and not just day jobs. We invite you to learn more about this position and what Advancial has to offer by completing our online application. Advancial Federal Credit Union is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Equal Employment Opportunity Posters (https://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm) Advancial Federal Credit Union participates in the Electronic Employment Verification process. Please click here for more information. (https://www.advancial.org/Advancial/media/advancial/pdfs/E-Verify\_Participation\_Poster\_ES.pdf) If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please complete the form below. If you’d like to view a copy of the company’s affirmative action plan, pleasecomplete this form. (hr@advancial.org?subject=Employment%20Inquiry&body=Name:%0aCity:%0aState:%0aPosition%20interested%20in:%0aPlease%20enter%20a%20message%20below:) **Job Locations** _US-TX-Dallas_ **Category** _Accounting/Finance_ **Type** _Full-Time Regular_ **Location : Location** _US-TX-Dallas_ **ID** _2024-1457_