Secondary Marketing Specialist

📌 Core Information

🔹 Job Title: Secondary Marketing Specialist

🔹 Company: HomeXpress Mortgage Corp

🔹 Location: Santa Ana, California, United States

🔹 Job Type: Full-time

🔹 Category: Financial Services

🔹 Date Posted: 2025-07-17

🔹 Experience Level: 2-5 years

🔹 Remote Status: On-site

🚀 Job Overview

Key aspects of this role include:

• Generating daily position reports and maintaining data integrity within the QRM Mortgage Banking System
• Performing pricing and rate lock duties, loan sales administration, and loan securitization coordination
• Collaborating with multiple trading desks within Capital Markets and Lending divisions
• Working independently with minimal supervision and meeting deadlines

ASSUMPTION: This role requires strong organizational skills, attention to detail, and the ability to work in a fast-paced environment. Familiarity with the mortgage industry and relevant software is beneficial.

📋 Key Responsibilities

✅ Generate daily position reports and maintain data integrity within the QRM Mortgage Banking System

✅ Perform pricing and rate lock duties, including administering rate extension and exception policies

✅ Coordinate loan sales administration, including pooling loans, distributing loan tapes, and preparing purchase schedules

✅ Coordinate loan securitizations, collecting documents, and validating loan populations on a monthly basis

✅ Assist in servicing administration of originated loans, including coordinating loan boarding and collection reporting

✅ Coordinate receipt and delivery of legal documents to various financing and investor counterparties

✅ Perform other related duties as required and assigned

ASSUMPTION: The role involves a mix of administrative, analytical, and communication tasks, requiring strong organizational skills and attention to detail.

🎯 Required Qualifications

Education: Bachelor's Degree in Business, Finance, Accounting, or related field

Experience: Preferred 2 years of lock desk or secondary marketing experience

Required Skills:

• Market pricing and hedge coverage knowledge
• High proficiency in Excel and Word
• Strong business acumen and ability to interface with executive management
• Excellent critical thinking, problem-solving, mathematical skills, and sound judgment

Preferred Skills:

• Financial services and mortgage industry experience

ASSUMPTION: While a degree in a related field is required, relevant experience and strong skills can compensate for a lack of formal education in the field.

💰 Compensation & Benefits

Salary Range: $60,000 - $80,000 per year (Based on industry standards for the role, experience level, and location)

Benefits:

• Competitive employee benefits package
• Great company culture with tremendous growth opportunities

Working Hours: Full-time, typically Monday-Friday, 9:00 AM - 5:00 PM (with flexibility as needed)

ASSUMPTION: The salary range is an estimate based on industry standards for the role, experience level, and location. The actual salary may vary based on the candidate's qualifications and the company's internal compensation structure.

📌 Applicant Insights

🔍 Company Context

Industry: HomeXpress Mortgage Corp is a Top 3 Non-QM wholesale lender, offering a full suite of mortgage products, including FHA, VA, Prime Jumbo, and Conventional loans. They specialize in finding loan solutions for those unable to qualify for traditional home financing.

Company Size: 51-200 employees (Mid-size company, offering opportunities for growth and collaboration)

Founded: 2015 (Established company with a history of success in the mortgage market)

Company Description:

• HomeXpress Mortgage Corp is a Top 3 Non-QM wholesale lender, offering a full suite of mortgage products
• They are known for their excellent customer service, dedicated account executives, and outstanding operations
• The company values its broker partners and strives for speed, ease, and convenience in its service and commitment

Company Specialties:

• Non-QM Lending
• Airbnb
• Real Estate Investor Products
• Jumbo
• Lower Credit
• Under 620 FICO
• Bank Statement Products
• Fast Turn Times
• Foreign National Lending

Company Website: http://www.homexmortgage.com

ASSUMPTION: HomeXpress Mortgage Corp is a well-established company in the mortgage industry, offering a range of products and services to its clients. They value their broker partners and strive for excellence in their service.

📊 Role Analysis

Career Level: Mid-level (Requires relevant experience but offers opportunities for growth)

Reporting Structure: Reports to the EVP, Capital Markets (Directly supports the executive management team)

Work Arrangement: On-site (Requires working on-site at the company's headquarters in Santa Ana, California)

Growth Opportunities:

• Potential career advancement within the Capital Markets department or other divisions
• Expanding skills and knowledge in the mortgage industry
• Gaining experience working with executive management and various trading desks

ASSUMPTION: This role offers opportunities for growth and development within the company, as well as the chance to work with and learn from experienced professionals in the mortgage industry.

🌍 Location & Work Environment

Office Type: Corporate office (Modern, professional work environment)

Office Location(s): 1936 E. Deere Ave., Suite 205, Santa Ana, California 92705, US

Geographic Context:

• Santa Ana is located in Orange County, California, with a population of approximately 335,000
• The city offers a mix of urban and suburban living, with various neighborhoods, parks, and cultural attractions
• Santa Ana is centrally located in Southern California, with easy access to beaches, mountains, and major cities like Los Angeles and San Diego

Work Schedule: Monday-Friday, 9:00 AM - 5:00 PM (with flexibility as needed)

ASSUMPTION: The work environment is professional and collaborative, with opportunities for growth and development within the company.

💼 Interview & Application Insights

Typical Process:

• Online application submission
• Phone or video screening
• In-person or virtual interview with the hiring manager
• Final interview with the executive management team

Key Assessment Areas:

• Problem-solving skills and critical thinking
• Attention to detail and organizational skills
• Communication and collaboration skills
• Industry knowledge and relevant experience

Application Tips:

• Highlight relevant experience and skills in your resume, focusing on lock desk, secondary marketing, or related roles
• Tailor your cover letter to demonstrate your understanding of the role and the company's mission
• Prepare for behavioral and situational interview questions that assess your problem-solving skills, attention to detail, and ability to work in a fast-paced environment

ATS Keywords: Secondary Marketing, Lock Desk, Capital Markets, Loan Sales, Securitizations, Servicing Administration, Excel, Word, Mortgage Industry, Financial Services

ASSUMPTION: The application process is competitive, and candidates should highlight their relevant experience and skills to increase their chances of success.

🛠️ Tools & Technologies

• QRM Mortgage Banking System
• Excel
• Word
• Various trading desk platforms and software

ASSUMPTION: Familiarity with the QRM Mortgage Banking System, Excel, and Word is essential for this role. Experience with other mortgage industry software and trading desk platforms is beneficial.

👔 Cultural Fit Considerations

Company Values:

• Speed, Ease, and Convenience
• Excellent Customer Service
• Dedicated Account Executives
• Outstanding Operations

Work Style:

• Collaborative and team-oriented
• Fast-paced and results-driven
• Attention to detail and strong organizational skills

Self-Assessment Questions:

• Do you thrive in a fast-paced, collaborative environment?
• Are you highly organized and detail-oriented?
• Can you work independently with minimal supervision and meet deadlines?

ASSUMPTION: Candidates who are organized, detail-oriented, and able to work well in a fast-paced, collaborative environment will be a good fit for this role.

⚠️ Potential Challenges

• Working in a fast-paced environment with tight deadlines
• Managing multiple tasks and priorities simultaneously
• Dealing with complex mortgage products and processes
• Adapting to changes in the mortgage industry and market conditions

ASSUMPTION: While this role presents challenges, it also offers opportunities for growth and development within the company.

📈 Similar Roles Comparison

• Compared to other secondary marketing roles, this position may require more administrative tasks and less direct client interaction
• In the mortgage industry, this role is typically found in wholesale lending or correspondent lending channels
• Career progression may involve moving into a more senior role within Capital Markets or transitioning to a different department within the company

ASSUMPTION: This role is unique within the mortgage industry, offering a mix of administrative, analytical, and communication tasks. Candidates should consider their preferences and career goals when comparing this role to similar positions.

📝 Sample Projects

• Developing and implementing a new loan sales process to improve efficiency and accuracy
• Creating and maintaining a comprehensive loan securitization tracking system
• Analyzing market trends and pricing data to optimize loan products and strategies

ASSUMPTION: These sample projects demonstrate the range of tasks and responsibilities associated with this role, from administrative and operational tasks to analytical and strategic initiatives.

❓ Key Questions to Ask During Interview

• Can you describe the day-to-day responsibilities of this role and how they fit into the overall Capital Markets department?
• How does this role support the company's mission to provide speed, ease, and convenience to broker partners?
• What opportunities are there for growth and development within the company?
• How does the company support work-life balance for its employees?
• What is the company's approach to diversity, equity, and inclusion?

ASSUMPTION: These interview questions help candidates better understand the role, the company culture, and the opportunities for growth and development.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through the following link: https://jobs.smartrecruiters.com/HomeXpressMortgageCorp/744000071372985-secondary-marketing-specialist
• Tailor your resume to highlight relevant experience and skills, such as lock desk, secondary marketing, or related roles
• Write a cover letter that demonstrates your understanding of the role and the company's mission
• Prepare for behavioral and situational interview questions that assess your problem-solving skills, attention to detail, and ability to work in a fast-paced environment
• Follow up with the hiring manager one week after submitting your application to express your interest in the role

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