Secondary Marketing Manager

Advancial Federal Credit Union • Dallas, TX

1d • Hybrid

About The Position

The Secondary Marketing Manager leads secondary loan market and funding activities, including correspondent sales, bulk sales, and wholesale funding. The role acts as the main point of contact for investors and funding sources. Responsibilities include pricing, loan locking, delivery, and managing the loan production pipeline to ensure timely and efficient loan execution. Advancial is a credit union founded in 1937, known for its mission to create lasting value for its members through superior service, quality products, and innovative solutions. The company culture is described as passionate, collaborative, positive, creative, and fulfilling, with a focus on making a difference.

Requirements

• Bachelor's Degree (B.A.) or equivalent from four-year college or university and a minimum three (3) years related experience and/or training; or equivalent combination of formal education and experience.
• A minimum of one (1) year supervisory experience required.
• Knowledge of mortgage lending required.
• Prior mortgage industry experience helpful.
• Demonstrate strong analytical and critical‑thinking skills and incorporates best practices into daily work with close attention to detail.
• Follow detailed and standardized procedures delivered verbally, in writing, or through hands‑on instruction.
• Possess working knowledge of data management, movement, and integration.
• Communicate effectively at all levels of the organization.
• Handle competing priorities and complex issues with sound judgment.
• Utilize computer equipment and software, including Microsoft Office Suite, and understands relevant state and federal laws.
• Apply required systems such as Velocity, MeridianLink, Symitar, Microsoft Word, Excel, and Access to perform job duties.

Responsibilities

• Develop relationships with funding sources including Fannie Mae, Freddie Mac, and other correspondent investors.
• Determine daily mortgage pricing for portfolio and correspondent investors.
• Verify lock requests and maintains related changes, reconciliations, and extensions for the best‑efforts pipeline.
• Review rate lock data for accuracy and expiration timing and communicates discrepancies to Loan Officers or Operations.
• Handle the shipping and purchase of closed loan packages.
• Advise loan officers on lock‑in policies, procedures, and industry practices.
• Apply company guidelines and remains familiar with Mortgage department functions.
• Direct bulk loan sales including pool creation, due diligence, closing, funding, and post‑sale servicing.
• Uphold regulatory compliance across secondary marketing operations.
• Enhance secondary marketing strategies and processes.
• Establish pricing and delivery strategies to achieve targeted gain‑on‑sale revenue.
• Address Mortgage Servicing inquiries and collaborates with the subservicer on servicing issues.
• Cultivate a positive, respectful, and collaborative culture across the organization—fostering strong relationships among staff, departments, branches, and external partners.
• Champions a caring and inclusive environment for both employees and members, aligned with the Credit Union’s mission and values.

Benefits

• Healthcare
• Life insurance
• 401K
• 11 company holidays
• 3 weeks of vacation
• Use of vacation homes in Destin, FL, and Breckenridge, CO
• 401k contributions
• Pet insurance (with company contribution)
• Tuition reimbursement (80% after one year)
• Advancial Life Rewards program (reimbursement up to $1,000 annually for unexpected expenses)

What This Job Offers

• Job Type: Full-time
• Career Level: Manager