Secondary Marketing Specialist
Job Type: Full Time
Location: Blue Bell, PA
Department: Mortgage
Position Summary:
Responsible for performing various duties to support the Secondary Marketing department, coordinating work within the department, as well as with other departments; complying with operating policies and procedures established for this position. Reporting pertinent information to the immediate supervisor; responding to inquiries or requests for information and day-to-day management of the mortgage pipeline.
Qualifications Required:
- Bachelor’s degree in Finance or related field; or equivalent work experience
- Strong communication skills (written and verbal)
- Strong computer skills (MS Office, etc.)
- High degree of attention to detail and ability to multitask
- Strong mathematical, analytical and critical thinking skills
- Ability to navigate the Bank’s loan origination system (Encompass)
- Comprehensive understanding of the Bank’s pricing engine and loan locking procedures
- Ability to manage time and execute multiple priorities in a high production/pressure environment
Essential functions and responsibilities:
- Coordination of new locks, lock changes and lock extensions
- Monitor the Secondary Help Desk – loan scenarios, secondary questions, general inquiries from Retail Loan Originators
- Investor Relations – liaison between Meridian Bank and the Investor Base
- Monitor residential mortgage pipeline (lock expirations)
- Create, maintain, and distribute Meridian’s daily mortgage rate sheets
- Assist in the development and maintenance of product guidelines, Secondary policies and procedures
- Daily and ongoing monitoring of the current interest rate environment to protect Meridian Bank from risks associated with interest rate volatility
- Demonstrates and promotes Meridian Bank’s Core Values: Our Partners, Our People, Our Bank and Our Communities
- Coordinates specific work tasks with other employees within the department as well as with other departments in order to ensure the smooth and efficient flow of information
- Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place
- Communicates with management and coworkers in order to integrate goals and activities
- Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank’s compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.
Success factors/job competencies:
- Organizational and time management skills
- Ability to work with little or no supervision
- Excellent interpersonal and communication skills
- Timely and regular attendance
- Completes work in a timely manner
- Actively seeks coaching
Physical demands, work environment, and location:
- Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the necessary functions. This is a largely sedentary role, requiring the use of typical office equipment such as a computer, laptop and cell phone. Most work is completed in an office environment.
- Work environment: The noise level in this environment is minimal
- Location: Blue Bell PA
Equal Opportunity Statement
- Meridian Bank is an Equal Opportunity Employer
Performance standards:
- Annual review
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