Secondary Marketing Senior Analyst

📌 Core Information

🔹 Job Title: Secondary Marketing Senior Analyst

🔹 Company: Filo Mortgage

🔹 Location: Conshohocken, Pennsylvania

🔹 Job Type: Full-Time, Remote

🔹 Category: Financial Services

🔹 Date Posted: May 2, 2025

🔹 Experience Level: Mid-Senior level (5-10 years)

🔹 Remote Status: Remote (Solely)

🚀 Job Overview

Key aspects of this role include:

• Developing a deep understanding of Filo Mortgage's business-purpose mortgage product guidelines and pricing mechanics
• Facilitating daily transaction execution and product strategy
• Managing pricing strategies and margin strategies for multiple production channels
• Continuously analyzing and benchmarking competitors' lending guidelines and pricing strategies
• Managing pipelines within two separate origination systems

ASSUMPTION: This role requires a strong understanding of mortgage finance and secondary marketing, as well as excellent analytical and organizational skills. The ideal candidate will be comfortable working in a fast-paced, dynamic environment and have experience with Optimal Blue administrative functions.

📋 Key Responsibilities

✅ Serve as a subject matter expert for product guidelines and loan-level pricing, working closely with internal production teams and external investor partners

✅ Deploy pricing strategies with multiple software partners and manage margin strategies for multiple production channels

✅ Continuously analyze and benchmark peers' lending guidelines and pricing strategies to ensure competitiveness

✅ Manage pipelines within two separate origination systems, ensuring accuracy of data and pricing execution

✅ Develop reporting benchmarks for key business metrics

✅ Perform ad hoc projects as needed

ASSUMPTION: The responsibilities listed above are not exhaustive and may evolve based on the company's needs and the candidate's skills and interests.

🎯 Required Qualifications

Education: Bachelor's degree in Finance, Mathematics, or a related field

Experience: At least 5 years of experience in a Secondary Marketing function within the mortgage industry

Required Skills:

• Expert level user of Microsoft Excel
• Strong organizational skills
• Detail-oriented
• Self-starter with the ability to work independently in a fast-paced environment
• Experience with Optimal Blue administrative functions

Preferred Skills:

• Experience with additional mortgage software platforms
• Familiarity with mortgage industry regulations and compliance

ASSUMPTION: While not explicitly stated, experience with mortgage software platforms and familiarity with industry regulations may be beneficial for this role.

💰 Compensation & Benefits

Salary Range: Based on industry standards for a Senior Analyst role in the mortgage industry, the estimated salary range for this position is $80,000 - $120,000 per year. This range may vary depending on the candidate's experience and qualifications.

Benefits:

• Health, dental, and vision insurance
• 401(k) plan with company match
• Paid time off (vacation, sick, and holidays)
• Employee assistance program
• Professional development opportunities

Working Hours: Full-time, typically Monday through Friday, 9:00 AM to 5:00 PM EST, with flexibility for the remote work arrangement

ASSUMPTION: The salary range provided is an estimate based on industry standards and may vary depending on the candidate's experience and qualifications. The benefits listed above are typical for a company of Filo Mortgage's size and industry but may vary based on the company's current benefits package.

📌 Applicant Insights

🔍 Company Context

Industry: Filo Mortgage operates in the competitive financial services industry, specifically focusing on mortgage lending. The company aims to provide amazingly low mortgage rates to its customers every day.

Company Size: With 201-500 employees, Filo Mortgage is a mid-sized company that offers a unique blend of startup-like agility and mid-sized company resources and stability.

Founded: Filo Mortgage was founded in 2019, making it a relatively new player in the mortgage industry. The company has quickly established itself as a competitive force, focusing on providing a streamlined loan experience with low rates and high customer satisfaction.

Company Description:

• Filo Mortgage offers a wide range of mortgage products, including refinancing, new home loans, jumbo loans, VA loans, FHA loans, conventional loans, and more
• The company prides itself on providing low origination fees, a streamlined process, and exceptional customer service
• Filo Mortgage is committed to benefiting more people by outworking its competitors and making less per loan, resulting in lower rates and higher customer satisfaction

Company Specialties:

• Refinancing
• New Home Loans
• Jumbo Loans
• VA Loans
• FHA Loans
• Conventional Loans
• Fixed and Adjustable Rates
• No Closing Cost Loans
• High Balance Loans
• First-time Home Buyers
• Purchase Loans
• Appraisal Waivers

Company Website: www.filomortgage.com

ASSUMPTION: Filo Mortgage is an Equal Opportunity Employer committed to workforce diversity. Qualified applicants will receive consideration without regard to age, race, color, religion, gender, sexual orientation, disability, or national origin. Local applicants are encouraged to apply.

📊 Role Analysis

Career Level: This role is at the mid-senior level, requiring a significant amount of experience in the mortgage industry and secondary marketing function.

Reporting Structure: The Secondary Marketing Senior Analyst reports directly to the Chief Operating Officer.

Work Arrangement: This is a remote, solely remote position. The candidate should be comfortable working independently and managing their time effectively in a remote setting.

Growth Opportunities:

• As a growing company, Filo Mortgage offers opportunities for career advancement and professional development
• The ideal candidate will have the opportunity to shape the future of the organization and make a significant impact on its success
• With experience and strong performance, the candidate may have the opportunity to take on more responsibilities and advance their career within the company

ASSUMPTION: While not explicitly stated, there may be opportunities for career growth and advancement within the company for the right candidate.

🌍 Location & Work Environment

Office Type: Remote (Solely)

Office Location(s): Conshohocken, Pennsylvania

Geographic Context:

• Conshohocken is a suburb of Philadelphia, Pennsylvania, with a population of approximately 8,000 people
• The area offers a mix of urban and suburban living, with easy access to Philadelphia's cultural attractions and outdoor recreation opportunities
• Conshohocken is known for its vibrant food and drink scene, with numerous restaurants, bars, and breweries

Work Schedule: Full-time, typically Monday through Friday, 9:00 AM to 5:00 PM EST, with flexibility for the remote work arrangement

ASSUMPTION: The work schedule may vary depending on the candidate's needs and the company's requirements. The ideal candidate will be comfortable working independently and managing their time effectively in a remote setting.

💼 Interview & Application Insights

Typical Process:

• Phone or video screen with the hiring manager
• In-depth interview with the hiring manager and other team members
• Skills assessment or case study
• Final interview with the Chief Operating Officer

Key Assessment Areas:

• Mortgage industry knowledge and experience
• Analytical and problem-solving skills
• Organizational skills and attention to detail
• Ability to work independently and manage time effectively in a remote setting

Application Tips:

• Highlight relevant mortgage industry experience and accomplishments in your resume
• Tailor your cover letter to demonstrate your understanding of the role and your fit with Filo Mortgage's company culture
• Prepare for interview questions that focus on your mortgage industry knowledge, analytical skills, and ability to work independently in a remote setting

ATS Keywords: Mortgage experience, secondary marketing, pricing strategy, data analysis, organizational skills, self-starter, Microsoft Excel, detail-oriented, Optimal Blue

ASSUMPTION: The interview process may vary depending on the company's needs and the candidate's qualifications. The ideal candidate will be comfortable with a structured interview process that focuses on their mortgage industry knowledge, analytical skills, and ability to work independently in a remote setting.

🛠️ Tools & Technologies

• Optimal Blue
• Microsoft Excel
• Mortgage origination software (e.g., Encompass, Calyx Point, etc.)

ASSUMPTION: The tools and technologies listed above are not exhaustive and may vary depending on the company's needs and the candidate's qualifications. The ideal candidate will be comfortable learning and using new tools and technologies as needed.

👔 Cultural Fit Considerations

Company Values:

• Customer-focused
• Innovative
• Collaborative
• Accountable
• Adaptable

Work Style:

• Independent
• Proactive
• Results-driven
• Adaptable to change
• Strong communication skills

Self-Assessment Questions:

• Do you have a strong understanding of mortgage finance and secondary marketing?
• Are you comfortable working independently in a remote setting?
• Do you have excellent organizational skills and attention to detail?
• Are you comfortable working in a fast-paced, dynamic environment?
• Do you share Filo Mortgage's commitment to providing amazingly low mortgage rates to its customers every day?

ASSUMPTION: The ideal candidate will be a strong cultural fit with Filo Mortgage, sharing the company's values and commitment to providing exceptional customer service in the mortgage industry.

⚠️ Potential Challenges

• The fast-paced, dynamic nature of the mortgage industry may require the candidate to adapt quickly to changes and new information
• The remote work arrangement may present challenges in terms of communication and collaboration with team members
• The candidate may need to manage multiple priorities and deadlines simultaneously
• The candidate may need to work with a diverse range of stakeholders, including internal team members, external investor partners, and customers

ASSUMPTION: The potential challenges listed above are not exhaustive and may vary depending on the candidate's qualifications and the company's needs. The ideal candidate will be comfortable working in a fast-paced, dynamic environment and managing multiple priorities and deadlines simultaneously.

📈 Similar Roles Comparison

• Compared to other secondary marketing roles, this position may have a greater emphasis on pricing strategy and margin management
• This role may require more experience with mortgage software platforms and a stronger understanding of mortgage industry regulations and compliance
• Compared to other senior analyst roles, this position may offer more opportunities for career growth and advancement within the company

ASSUMPTION: The comparison points listed above are not exhaustive and may vary depending on the candidate's qualifications and the company's needs. The ideal candidate will be comfortable comparing this role to similar roles in the mortgage industry and understanding the unique opportunities and challenges it presents.

📝 Sample Projects

• Developing a comprehensive analysis of competitors' lending guidelines and pricing strategies
• Managing a complex pricing strategy for a large production channel
• Creating detailed reporting benchmarks for key business metrics

ASSUMPTION: The sample projects listed above are not exhaustive and may vary depending on the company's needs and the candidate's qualifications. The ideal candidate will be comfortable taking on a variety of projects and tasks as needed.

❓ Key Questions to Ask During Interview

• Can you describe the company's approach to pricing strategy and margin management?
• How does the company support the professional development and career growth of its employees?
• What is the company's approach to remote work and collaboration?
• How does the company measure the success of the secondary marketing function?
• What are the biggest challenges facing the secondary marketing team in the near future?

ASSUMPTION: The key questions listed above are not exhaustive and may vary depending on the candidate's qualifications and the company's needs. The ideal candidate will be comfortable asking thoughtful, insightful questions that demonstrate their understanding of the role and their fit with the company's culture.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Tailor your resume to highlight your relevant mortgage industry experience and accomplishments
• Write a cover letter that demonstrates your understanding of the role and your fit with Filo Mortgage's company culture
• Prepare for interview questions that focus on your mortgage industry knowledge, analytical skills, and ability to work independently in a remote setting
• Follow up with the hiring manager one week after submitting your application to confirm receipt and express your continued interest in the position

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.