Secondary Marketing Senior Analyst

Filo Mortgage, LLC; Conshohocken (Montgomery County); Remote; USD 70,000 - 110,000; Full time

Job summary

An innovative firm is seeking a Secondary Marketing Analyst to enhance its pricing strategy and execution. This remote position requires a motivated mortgage finance professional with a deep understanding of business-purpose mortgage products. The role involves collaborating with internal teams and external partners to optimize revenue through effective pricing strategies. Ideal candidates will bring over five years of experience in Secondary Marketing, along with expert-level skills in Microsoft Excel. Join a rapidly growing team and make a significant impact on the future of the organization.

Qualifications

• 5+ years of experience in Secondary Marketing within mortgage finance.
• Expert level user of Microsoft Excel with strong analytical skills.

Responsibilities

• Manage pricing strategies and analyze peer lending guidelines.
• Develop reporting benchmarks for key business metrics.

Skills

Mortgage Experience

Pricing Strategies

Data Analysis

Microsoft Excel

Organizational Skills

Education

B.A. / B.S. in Finance or Mathematics

Tools

Optimal Blue

Job description

Description

FLSA Classification: Exempt

Reports to: Chief Operating Officer

Work Location: Remote

Summary:

Secondary Marketing Analyst plays a central role in Filo Mortgage’s pricing strategy and execution. The position will develop a deep understanding of Filo’s business-purpose mortgage product guidelines and pricing mechanics to facilitate daily transaction execution as well as product and go-to-market strategy. The position will interface daily with production channel managers implementing and evaluating strategies to maximize revenue. This position is for an energetic, motivated, and entrepreneurial mortgage finance professional who is eager to join a rapidly growing team and shape the future of the organization in a positive and fulfilling way.

Duties and Responsibilities:

• Subject matter expert for product guidelines / loan level pricing and work closely with both internal production teams and external investor partners in a dynamic and rapidly evolving environment
• Deploy pricing strategies with multiple software partners and manage margin strategies for multiple production channels
• Continuously analyze and benchmark peers’ lending guidelines and pricing strategies to ensure competitiveness
• Manage pipelines within two separate origination systems ensuring accuracy of data and pricing execution
• Develop reporting benchmarks for key business metrics
• Ad hoc projects as needed

Requirements

Qualifications:

• B.A. / B.S. from an accredited four-year college/university. A degree in Finance or Mathematics is preferred but not required.
• 5+ years of mortgage experience in a Secondary Marketing function
• Experience with Optimal Blue administrative functions
• Detail oriented with solid organizational skills
• Hands on, self-starter able to work independently in a fast paced, constant changing environment
• Expert level user of Microsoft Excel