Director – Secondary Marketing

Hillsboro, OR

Director, Secondary Marketing

Job Details


The Director of Secondary Marketing leads a team responsible for delivery, pricing, and audit functions, while ensuring strategy and goals align to the business plan. In this position you will work closely with vendors and mortgage leadership to develop proposals for risk-management strategies employing secondary market investment tools and techniques. You will monitor and maintain history of market activity, conditions, and trends to generate and market forecasts and manages post-closing and investor delivery.

Here’s what you can expect from the job and what you need to be successful:

Job duties

  • Direct, develop, and implement respective standards and processes to effectively sell certain assets providing added flexibility in managing balance sheet structure, liquidity, and earnings
  • Provide scenario modeling on strategies, including funding sources for the organization, various impacts on pricing proposals, and hedging strategies
  • Actively collaborate with appropriate business units on evaluating the credit union portfolio
  • Manage and assess investor programs and products changes and inform internal lending partners
  • Provide oversight of gain on sale goals for the annual plan
  • Ensure teams work efficiently and quickly to meet aggressive service/production level timelines, while still providing exceptional service and maintaining quality of work
  • Create and deliver executive-level presentations to report results or propose changes in operations, products and programs
  • Work collaboratively with senior leadership to engineer continuous process improvement
  • Monitor staff performance by providing coaching and feedback via meetings, one-on-ones and performance reviews
  • Recognize and manage risk within business unit/functional area
  • Assist staff with problem resolution and issue escalation

Essential skills

  • Minimum 8 years of mortgage lending and secondary marketing experience
  • Experience leading a diverse team including hiring, coaching and performance management
  • Knowledge of Credit Union, FHLMC, FNMA, and FHA mortgage products, processes and systems
  • Expert knowledge in secondary market operations including delivering mortgage loans
  • Expert knowledge in loan rate lock process and systems
  • Demonstrated ability to establish credibility and rapport with internal and external stakeholders
  • Strong business communication skills; able to write/speak clearly and professionally for a variety of stakeholders
  • Ability to deliver effective stakeholder presentations to both peer and executive level audiences
  • Strong analytical, problem solving and strategic thinking skills
  • Broad knowledge of, and practical experience with, financial institution operating areas, functions, products and services and the laws and regulations that apply to credit unions
  • Project Management experience; familiarity with Six Sigma/DMAIC methodologies
  • Education: Bachelor’s degree in Business Administration, other related fields of study or equivalent experience

Location: Hillsboro, OR 97124

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