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Job 25972

Anaheim, CA

Job Title:
Secondary Marketing Specialist I (Anaheim)

Long Term Temp (> 30 Days)


A Dynamic Credit Union is seeking a Secondary Marketing Specialist in Anaheim, CA!

Position Summary:

This position is responsible to work with the Secondary Marketing Specialist II to conduct the lock-desk and loan sale activities. They are also accountable for the preparation and distribution of rate sheets, and completion of competitor pricing analyses. It is a staff position at the Anaheim Hills Operations Center location.

The primary loan products are mortgage loans and home equity loans/lines. The position has no direct reports.


  • Validates all rate-lock requests received for originated loans, including all data fields and pricing accuracy necessary to complete the lock process.
  • Inputs necessary lock data into the Prime Alliance system and distributes lock confirmations to applicable parties (loan officers; mortgage loan representatives; credit union clients; processors; etc.).
  • Monitors rate lock expirations, extends rate locks, completes re-locks and adjusts locks due to product changes.
  • Orders delivery commitments (mandatory or best-efforts) with secondary market investors as needed in order to sell loans.
  • Monitors outstanding secondary market commitment amounts and expiration dates, extends commitments, completes re-locks and adjusts commitments due to product changes.
  • Prepares and distributes rate sheets on a daily basis, and occasionally inter-day.
  • Prepares ad hoc reports as requested by management
  • Performs pricing calculations to ensure CMI gain on sale revenue is realized.
  • Good communication skills and professional telephone manner.
  • Organized, self-starter, innovative and team-oriented.
  • Effective human relations skills in order to maintain positive and productive working relationships with all company’s departments.
  • Committed to company’s Mission and Vision Statements, and Core Values.

Basic Qualifications

  • High School diploma, GED, or equivalent
  • At least 2 years’ experience in a similar or related field (e.g., secondary marketing, loan acquisition, etc.)
  • Knowledge of the mortgage lending industry, including selling loans to Fannie Mae and/or Freddie Mac, and private investors.
  • Work with numbers, spreadsheets and large amounts of data.
  • Basic skills in Microsoft Applications (Word, Excel, PowerPoint, Outlook, etc.) and the Internet
  • Familiarity with Prime Alliance and Calyx Point

Preferred Qualifications:

  • 3+ years’ experience in a similar or related field (e.g., secondary marketing, loan acquisition, etc.)
  • Bachelor of Science degree in a related field (e.g., business, finance, accounting, marketing, etc.).
  • Intermediate to Advanced proficiency in Microsoft Applications (Word, Excel, PowerPoint, Outlook, etc.) and the Internet.
  • Experience with Prime Alliance and Calyx Point

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Minimum Years of Experience:

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