
Secondary Marketing Analyst, Distributed Retail
Better
full-time
Posted on:
Location Type: Remote
Location: India
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About the role
- The Secondary Market Analyst plays a critical role within the Capital Markets and FP&A teams by supporting pricing strategy, financial analysis, and lock desk operations.
- This position is responsible for optimizing secondary marketing processes, enhancing capital market revenue transparency, and supporting internal stakeholders with actionable insights related to loan pricing, gain/loss reporting, and investor execution strategies.
- Maintain and update critical pricing and risk management tools, including the Early Payoff (EPO) Matrix, Recast Matrix, and Lock Extension Matrix.
- Develop and refine Standard Operating Procedures (SOPs) for relocks and lock extension policies.
- Compile and analyze Capital Market revenue data, including hedge gain/loss, purchase advice, warehouse interest, investor fees, and other related revenue/expense items.
- Support accurate and timely reporting of capital markets financials and provide insights to executive leadership.
- Serve as a liaison to the Lock Desk, ensuring alignment between pricing, policy, and execution strategies.
- Provide backup support on concession approval processes, including escalation reviews and exception tracking.
- Partner with the Branch Operations and Sales teams to support pricing-related questions and provide clear explanations of pricing strategy and outcomes.
- Assist in inventory breakdown and analysis of locked pipelines to inform pricing decisions and identify trends.
- Contribute to the enhancement and documentation of virtual team processes, improving scalability and efficiency.
- Participate in regular reviews with branch leadership to support financial transparency and forecasting.
- Perform ad hoc and recurring financial analyses to support the FP&A team, including margin performance, revenue projections, and cost-benefit evaluations.
Requirements
- Bachelor's degree in finance, accounting, or a related field.
- Proven experience as a financial analyst or in a similar role, preferably in the mortgage industry.
- Strong understanding of financial reporting principles, GAAP, and regulatory compliance.
- Proficiency in financial modeling and data analysis using tools such as Excel.
- Excellent analytical and problem-solving skills.
- Detail-oriented with a focus on accuracy.
Benefits
- Experience our comprehensive office perks, including daily meals and transport facility for commuting to and from the office, available for all employees coming to the office.
- Our comprehensive medical plan is available for you, your spouse and dependents. Employees are covered under Mediclaim, Group Term life insurance and Accidental insurance.
- Experience flexibility with our night shift allowance, work from home allowance and transportation allowance, where applicable. We prioritize your convenience.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial analysispricing strategyrisk managementfinancial modelingdata analysisGAAPregulatory compliancemargin performancerevenue projectionscost-benefit evaluations
Soft Skills
analytical skillsproblem-solving skillsdetail-orientedcommunication skillscollaborationorganizational skillsinsight generationadaptabilitytime managementleadership