📌 Core Information
🔹 Job Title: Secondary Marketing Delivery Specialist
🔹 Company: Associated Bank
🔹 Location: Green Bay, Wisconsin
🔹 Job Type: Full-Time
🔹 Category: Financial Services
🔹 Date Posted: April 10, 2025
🔹 Experience Level: 0-2 years
🔹 Remote Status: On-site
🚀 Job Overview
Key aspects of this role include:
- Timely delivery of loan commitments to secondary market investors
- Ensuring accurate gain/loss for all loans sold
- Responding to inquiries from sales managers and loan officers
- Assisting with pricing model updates and report generation
- Collaborating with various teams to resolve loan issues
ASSUMPTION: This role requires strong analytical and communication skills, as well as a solid understanding of mortgage products and investor relations.
📋 Key Responsibilities
✅ Fulfill loan commitments to investors by utilizing investor computer software and delivering collateral to documents custodian
✅ Maintain settlement data in Secondary Market Risk System for all loans by verifying pricing and investor purchase advice with commitment
✅ Export XML Early Check file from Secondary Marketing Risk System to identify potential eligibility and data quality issues prior to loan delivery
✅ Ensure XML delivery file from Secondary Marketing Risk is mapped correctly and assist secondary marketing manager in ongoing development/maintenance
✅ Create and run queries in Secondary Market Risk System and export reports for Secondary Marketing and other departments
✅ Execute best effort trades and loan level mandatory trades with investors by phone or computer under the direction of secondary marketing supervisor
✅ Assist with pricing model updates, pricing distribution, report generation, and daily activities of the secondary marketing trading analyst
✅ Assist in creating and rolling out new mortgage products for all channels of the business
✅ Negotiate with Primary Investors on “one-time” exceptions for products that are outside allowable contract guidelines
✅ Work with production group, post closing, and investors for resolutions on loans that are determined unmarketable
ASSUMPTION: The role may involve working with sensitive data and maintaining strict compliance with relevant regulations.
🎯 Required Qualifications
Education: Associate's Degree or equivalent combination of education and experience required
Experience: Less than 2 years Mortgage Business with knowledge of FNMA, FHLMC, FHA, and VA products required
Required Skills:
- Strong analytical skills
- Excellent communication skills
- Knowledge of mortgage products and investor relations
- Proficient in using computer software and databases
- Ability to work collaboratively with various teams
Preferred Skills:
- Experience with SQL
- Familiarity with mortgage loan delivery systems
- Knowledge of secondary market investor trades
ASSUMPTION: While not explicitly stated, proficiency in Microsoft Office Suite (Word, Excel, etc.) is likely expected for this role.
💰 Compensation & Benefits
Salary Range: $17.00 - $28.09 per hour
Benefits:
- Retirement savings including both 401(k) and Pension plans
- Paid time off to volunteer in your community
- Opportunities to connect with others through our diversity-focused Colleague Resource Groups
- Competitive salaries with professional development and advancement opportunities
- Bonus benefits including well-being programs and incentives, parental leave, employee stock purchase plan, military benefits and much more
- Personal banking, loan, investment, and insurance benefits
Working Hours: 40 hours per week
ASSUMPTION: The salary range provided is an hourly rate, which may vary based on factors including work location, skills, experience, education, and qualifications for the role.
📌 Applicant Insights
🔍 Company Context
Industry: Associated Bank operates in the financial services industry, offering a wide range of banking, lending, and wealth management services.
Company Size: Associated Bank is a mid-sized company with 1,001-5,000 employees, providing a structured work environment with opportunities for growth and development.
Founded: 1861, with a rich history and established presence in the Midwest
Company Description:
- Associated Banc-Corp (NYSE: ASB) has total assets of $42 billion and is the largest bank holding company based in Wisconsin
- Headquartered in Green Bay, Wisconsin, Associated is a leading Midwest banking franchise, offering a full range of financial products and services from more than 200 banking locations serving more than 100 communities throughout Wisconsin, Illinois, and Minnesota
- The company also operates loan production offices in Indiana, Michigan, Missouri, New York, Ohio, and Texas
Company Specialties:
- Commercial and Business Banking
- Commercial Real Estate Lending
- Treasury Management
- Capital Markets and Insurance Services
- Consumer Banking
- Residential Mortgage and Home Equity Lending
- Private Banking
- Trust and Asset Management
Company Website: www.associatedbank.com
ASSUMPTION: Associated Bank's extensive network of branches and loan production offices allows for diverse career opportunities and growth within the organization.
📊 Role Analysis
Career Level: This role is an entry-level to mid-level position within the mortgage delivery department, offering opportunities for growth and advancement within the company.
Reporting Structure: The Secondary Marketing Delivery Specialist reports directly to the Secondary Marketing Supervisor and works collaboratively with various teams, including sales managers, loan officers, and third-party originators.
Work Arrangement: This is an on-site position, with the possibility of hybrid or remote work arrangements depending on the company's policies and the employee's role-specific needs.
Growth Opportunities:
- Advancement within the mortgage delivery department or related areas
- Expansion of skills and knowledge through training and development opportunities
- Potential career progression into management or specialized roles within the company
ASSUMPTION: Given the company's size and diverse range of services, there are ample opportunities for career growth and development within Associated Bank.
🌍 Location & Work Environment
Office Type: Associated Bank's headquarters is located in Green Bay, Wisconsin, with a modern and collaborative work environment.
Office Location(s): 433 Main Street, Green Bay, Wisconsin 54301, US
Geographic Context:
- Green Bay is located in northeastern Wisconsin, with a population of approximately 105,000 people
- The city offers a mix of urban and suburban living, with a variety of cultural attractions, recreational activities, and a strong sense of community
- Green Bay is known for its rich history, beautiful natural surroundings, and vibrant arts scene
Work Schedule: The standard work schedule for this role is Monday through Friday, 8:00 AM to 5:00 PM, with a one-hour lunch break. However, work hours may vary based on business needs and the employee's role-specific requirements.
ASSUMPTION: The work environment at Associated Bank's headquarters is likely to be professional, collaborative, and focused on customer service and employee development.
💼 Interview & Application Insights
Typical Process:
- Online application submission
- Phone or video screening with the hiring manager or HR representative
- In-person or virtual interview with the secondary marketing supervisor and potential team members
- Background check and reference check
- Job offer and onboarding
Key Assessment Areas:
- Analytical and problem-solving skills
- Communication and interpersonal skills
- Knowledge of mortgage products and investor relations
- Ability to work collaboratively with various teams
- Adaptability and willingness to learn
Application Tips:
- Tailor your resume and cover letter to highlight your relevant experience and skills for this role
- Demonstrate your understanding of mortgage products and investor relations in your application materials
- Showcase your problem-solving skills and ability to work collaboratively with various teams
- Prepare for behavioral interview questions that focus on your past experiences and how they have prepared you for this role
ATS Keywords: Mortgage delivery, loan commitments, investor relations, secondary market, data verification, SQL, report generation, mortgage products, negotiation, market analysis, customer service, compliance, risk management, communication, problem-solving, team collaboration, technical skills
ASSUMPTION: Associated Bank uses an Applicant Tracking System (ATS) to manage job applications, so including relevant keywords in your resume and cover letter can help your application stand out.
🛠️ Tools & Technologies
- Investor computer software (e.g., Freddie Mac, Fannie Mae, Federal Home Loan Bank Chicago)
- Secondary Market Risk System
- SQL
- Microsoft Office Suite (Word, Excel, etc.)
- Various communication and collaboration tools (e.g., email, instant messaging, project management software)
ASSUMPTION: The specific tools and technologies used in this role may vary depending on the company's internal systems and processes.
👔 Cultural Fit Considerations
Company Values:
- Customer-focused
- Collaborative
- Inclusive
- Respectful
- Accountable
Work Style:
- Professional and business-casual dress code
- Collaborative and team-oriented work environment
- Focus on customer service and employee development
- Opportunities for growth and advancement within the company
Self-Assessment Questions:
- Do you have a strong understanding of mortgage products and investor relations?
- Are you comfortable working with sensitive data and maintaining strict compliance with relevant regulations?
- Do you possess strong analytical and communication skills, as well as the ability to work collaboratively with various teams?
- Are you adaptable and willing to learn in a dynamic work environment?
ASSUMPTION: Associated Bank values employees who are customer-focused, collaborative, inclusive, respectful, and accountable, with a strong work ethic and a commitment to continuous learning and improvement.
⚠️ Potential Challenges
- Working with sensitive data and maintaining strict compliance with relevant regulations
- Managing multiple priorities and deadlines in a fast-paced work environment
- Adapting to changes in investor requirements and market conditions
- Collaborating effectively with various teams, including sales managers, loan officers, and third-party originators
- Developing a deep understanding of mortgage products and investor relations
ASSUMPTION: These challenges can be overcome with strong analytical and communication skills, a solid understanding of mortgage products and investor relations, and a commitment to continuous learning and improvement.
📈 Similar Roles Comparison
- This role differs from related positions in its focus on mortgage delivery and investor relations, rather than origination or underwriting
- Industry-specific context: The mortgage industry is highly regulated and dynamic, with frequent changes in investor requirements and market conditions
- Career path comparison: This role offers opportunities for growth and advancement within the mortgage delivery department or related areas, with potential progression into management or specialized roles within the company
ASSUMPTION: While this role shares some similarities with related positions in the mortgage industry, it has unique aspects that set it apart and offer distinct career growth opportunities.
📝 Sample Projects
- Assisting with the pricing model updates and report generation for a new mortgage product launch
- Collaborating with the secondary marketing trading analyst to execute best effort trades and loan level mandatory trades with investors
- Working with the production group, post closing, and investors to resolve loan issues that are determined unmarketable
ASSUMPTION: These sample projects provide a glimpse into the day-to-day responsibilities and collaborative nature of the Secondary Marketing Delivery Specialist role.
❓ Key Questions to Ask During Interview
- What are the most challenging aspects of this role, and how can I best prepare for them?
- How does this role collaborate with other departments, such as sales and loan origination?
- What opportunities are there for growth and advancement within the mortgage delivery department or related areas?
- How does the company support employees in developing their skills and knowledge in this role?
- What is the work-life balance like for this position, and how does the company support employees in maintaining a healthy work-life balance?
ASSUMPTION: Asking thoughtful and insightful questions during the interview process demonstrates your interest in the role and commitment to success in the position.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Tailor your resume and cover letter to highlight your relevant experience and skills for this role
- Prepare for behavioral interview questions that focus on your past experiences and how they have prepared you for this role
- Research Associated Bank and the mortgage industry to demonstrate your understanding of the role and company
- Follow up with the hiring manager or HR representative within one week of submitting your application to express your interest in the position
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
