📌 Core Information
🔹 Job Title: Secondary Marketing Specialist - In Office
🔹 Company: Benchmark Mortgage
🔹 Location: Plano, Texas
🔹 Job Type: Full-Time, On-site
🔹 Category: Financial Services
🔹 Date Posted: April 8, 2025
🔹 Experience Level: 2-5 years
🔹 Remote Status: On-site
🚀 Job Overview
Key aspects of this role include:
- Locking loans with investors to maximize profitability
- Analyzing trade and lock profitability
- Maintaining automated pricing engine
- Identifying process improvements
- Acting as a liaison between loan originators and investors
ASSUMPTION: This role requires a high level of detail orientation and analytical skills, as well as strong communication abilities to work effectively with various teams.
📋 Key Responsibilities
✅ Ensure loans are locked correctly and efficiently with all investors
✅ Act as a liaison between loan originators and investors on pricing and lock issues
✅ Analyze and report on trade profitability, lock profitability, trade reconciliation, and competitor pricing
✅ Maintain and update the automated pricing engine
✅ Identify process improvements and submit recommended changes to management
✅ Other duties as assigned
ASSUMPTION: This role involves a significant amount of data analysis and requires strong problem-solving skills to ensure accurate and efficient loan locking.
🎯 Required Qualifications
Education: High school diploma or equivalent required. Some college preferred.
Experience: Minimum of two years secondary marketing or related experience required. Retail mortgage experience preferred.
Required Skills:
- Highly detail-oriented
- Excellent organizational skills
- Proven ability to prioritize and multi-task
- Works well with little direction
- Excellent problem-solving ability
- Strong communication skills
- Ability to work across organizational boundaries
- Broad knowledge of mortgage products and processes
- Knowledge of pricing, buying, selling loans, and locking rates
- Familiar with pricing engines (e.g., Optimal Blue)
Preferred Skills:
- Experience with Encompass
ASSUMPTION: Candidates with experience in the mortgage industry and familiarity with pricing engines will be at an advantage for this role.
💰 Compensation & Benefits
Salary Range: $55,000 - $75,000 per year (Based on industry standards for a Secondary Marketing Specialist with 2-5 years of experience in the Plano, TX area)
Benefits:
- Health, dental, and vision insurance
- 401(k) plan with company match
- Paid time off (vacation, sick, and holidays)
- Employee assistance program
- Tuition reimbursement
Working Hours: Full-time, Monday - Friday, 8:00 AM - 5:00 PM (with a one-hour lunch break)
ASSUMPTION: The salary range provided is an estimate based on industry standards and may vary depending on the candidate's experience and qualifications.
📌 Applicant Insights
🔍 Company Context
Industry: Financial Services, specifically Mortgage Banking
Company Size: 501-1,000 employees (Mid-sized company)
Founded: 1999
Company Description:
- Benchmark Mortgage is a full-service mortgage banker and seller-servicer
- Headquartered in Plano, TX, with licenses in 48 states across the United States
- Committed to prudent, fair, and responsible lending and mortgage servicing
Company Specialties:
- Home Loans
- Residential Mortgage Lending
- Home Purchase Loan
- Home Refinance Loans
- Mortgage Loans
Company Website: https://benchmark.us
ASSUMPTION: Benchmark Mortgage is a well-established company in the mortgage industry, with a strong focus on customer service and responsible lending practices.
📊 Role Analysis
Career Level: Mid-level, with opportunities for growth and advancement
Reporting Structure: This role reports directly to the Secondary Marketing Manager
Work Arrangement: On-site, with minimal travel (less than 5%)
Growth Opportunities:
- Advancement to Senior Secondary Marketing Specialist or similar roles
- Expansion of responsibilities based on performance and company growth
ASSUMPTION: This role offers opportunities for career growth and development within the company, as well as the chance to work on a variety of projects and initiatives.
🌍 Location & Work Environment
Office Type: Corporate office environment
Office Location(s): 5160 Tennyson Pkway, Suite 1000, Plano, TX 75024, US
Geographic Context:
- Plano, Texas is part of the Dallas-Fort Worth metropolitan area
- The office is located in a suburban area with easy access to major highways
- The area offers a mix of urban and suburban living, with numerous amenities and attractions nearby
Work Schedule: Monday - Friday, 8:00 AM - 5:00 PM (with a one-hour lunch break)
ASSUMPTION: The office environment is professional and collaborative, with a focus on teamwork and open communication.
💼 Interview & Application Insights
Typical Process:
- Online application and resume submission
- Phone or video screen with the Talent Acquisition team
- On-site interview with the hiring manager and team members
- Background check and reference checks (if applicable)
- Job offer and onboarding
Key Assessment Areas:
- Mortgage industry knowledge and experience
- Analytical and problem-solving skills
- Communication and interpersonal skills
- Attention to detail and organizational skills
Application Tips:
- Highlight relevant experience and skills in your resume, with a focus on mortgage industry experience and pricing knowledge
- Tailor your cover letter to demonstrate your understanding of the role and how your skills and experience make you a strong fit
- Prepare for interview questions that focus on your mortgage industry knowledge, analytical skills, and problem-solving abilities
ATS Keywords: Secondary Marketing, Mortgage, Pricing, Locking Loans, Trade Profitability, Automated Pricing Engine, Process Improvement, Retail Mortgage Experience, Encompass Experience
ASSUMPTION: The application process for this role is competitive, and candidates with relevant experience and strong analytical and communication skills will be at an advantage.
🛠️ Tools & Technologies
- Encompass
- Optimal Blue
- Microsoft Office Suite (Word, Excel, PowerPoint)
- Various mortgage industry-specific software and platforms
ASSUMPTION: Familiarity with Encompass and Optimal Blue is preferred, but not required. Candidates should have strong computer skills and be willing to learn new tools and technologies as needed.
👔 Cultural Fit Considerations
Company Values:
- Success
- Relationship
- Dynamic
- Excellence
- Positive Attitude
Work Style:
- Collaborative and team-oriented
- Results-driven and focused on continuous improvement
- Adaptable and open to change
Self-Assessment Questions:
- Do you have a proven track record of success in a mortgage industry role?
- Are you comfortable working in a fast-paced, dynamic environment?
- Do you thrive in a collaborative work environment and enjoy working with teams to achieve common goals?
ASSUMPTION: Candidates who align with Benchmark Mortgage's core values and work style will be a strong fit for this role and the company culture.
⚠️ Potential Challenges
- Working in a fast-paced, high-pressure environment with tight deadlines
- Managing multiple tasks and priorities simultaneously
- Dealing with complex and changing mortgage industry regulations and guidelines
- Adapting to new tools, technologies, and processes as the industry evolves
ASSUMPTION: Candidates should be comfortable working in a fast-paced environment and be able to manage multiple priorities effectively.
📈 Similar Roles Comparison
- This role is similar to a Secondary Marketing Analyst or Specialist in other mortgage banking or lending institutions
- However, the specific responsibilities and required qualifications may vary depending on the company size, structure, and industry focus
- Career progression in this field may include roles such as Senior Secondary Marketing Specialist, Secondary Marketing Manager, or similar leadership positions
ASSUMPTION: While the core responsibilities of this role are similar to other secondary marketing positions, the specific requirements and work environment may vary depending on the company and industry context.
📝 Sample Projects
- Analyzing trade and lock profitability for a specific loan portfolio
- Identifying process improvements to streamline the loan locking process
- Updating the automated pricing engine to reflect changes in market conditions or investor requirements
ASSUMPTION: These sample projects are representative of the types of tasks and initiatives that a Secondary Marketing Specialist might work on, but the specific projects and priorities may vary depending on the company's needs and the individual's role within the team.
❓ Key Questions to Ask During Interview
- What are the most challenging aspects of this role, and how can I prepare to succeed in them?
- How does this role fit into the overall secondary marketing strategy and goals for the company?
- What opportunities are there for professional development and growth within the company?
- How does the company support work-life balance for its employees?
- What are the most important qualities and skills for success in this role, according to the hiring manager?
ASSUMPTION: Asking thoughtful and insightful questions during the interview process can help candidates better understand the role, the company, and the team dynamics, as well as demonstrate their interest and engagement in the opportunity.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Highlight your relevant experience and skills in your resume, with a focus on mortgage industry experience and pricing knowledge
- Tailor your cover letter to demonstrate your understanding of the role and how your skills and experience make you a strong fit
- Prepare for interview questions that focus on your mortgage industry knowledge, analytical skills, and problem-solving abilities
- Follow up with the hiring manager one week after submitting your application to express your continued interest in the opportunity
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
