Financial Analyst, Secondary Marketing

State Department Federal Credit Union

Financial & Secondary Marketing Analyst overseeing mortgage pipeline activity and financial analysis for SDFCU. Collaborating with internal stakeholders to support mortgage sales and investment-related activities.

Posted 6/30/2026full-timeRemote • Virginia • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Oversees mortgage pipeline activity, including registrations, rate locks, expirations, fallout, and delivery coordination, to support timely and accurate secondary market execution.
Monitors mortgage production, portfolio performance, market conditions, and best execution trends, and provides recommendations to management on pricing, mortgage sales, pipeline strategy, and related process improvements.
Supports financial analysis and risk management activities by preparing Asset/Liability Model scenarios, reviewing interest rate risk metrics, and assisting with reporting related to mortgage servicing rights, investments, and participation activity.
Prepares, analyzes, and distributes recurring management reports, including mortgage activity, dashboard reporting, dividend rate support, safekeeping, diversification, investment summary, and other month-end or weekly reporting as needed.
Coordinates with internal stakeholders, including Mortgage Operations, Mortgage Lending, Mortgage Servicing, Accounting, and Funds Management leadership, to support rate decisions, loan modifications, reporting needs, and effective execution of departmental priorities.
Supports governance and compliance activities by participating in the Loan Participation Committee, preparing Call Report support, completing annual Freddie Mac recertification, and maintaining current knowledge of relevant investment and asset/liability management practices.
Participates in internal and external training and professional development opportunities to maintain knowledge relevant to the role.

Requirements

What you’ll need

Bachelor’s degree in finance, accounting, economics, or a related field
Five years of experience in financial analysis or a related analytical role
Knowledge of secondary mortgage operations, including rate lock management and pipeline hedging concepts
Experience with mortgage pricing or product and pricing engine platforms; proficiency in Optimal Blue is preferred but not required
Understanding of asset/liability management principles
Strong written, verbal, and interpersonal communication skills
Excellent analytical skills and the ability to present information clearly and concisely
Effective time management skills with the ability to manage multiple priorities, projects, and deadlines
Strong attention to detail and a high degree of accuracy

Benefits

Comp & perks

Health, dental, and vision insurance within the first 30 days of employment
Matched 401(K) plan with up to 4% SDFCU contribution
12 paid holidays a year, including your birthday
Potential work-from-home options after the introductory period
Ample vacation and personal days to maintain a health work-life balance
Support for your ongoing education and career development
Financial incentives for your daily parking
Access to excellent medical, dental, and vision insurance packages
Gym membership reimbursement program
Participate in company and team bonding events that foster a collaborative work environment

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Financial AnalysisMortgage PricingAsset/Liability ManagementRate Lock ManagementPipeline HedgingAnalytical SkillsReportingDashboard ReportingInterest Rate Risk MetricsProcess Improvements

Soft Skills

Written CommunicationVerbal CommunicationInterpersonal SkillsTime ManagementAttention to Detail