United Shore

  • Secondary Marketing Analyst I

    Business Unit
    United Shore

    The Secondary Marketing Analyst is responsible for managing a pipeline of repurchased or alternate investor loans that are to be sold on the secondary market due to defects in the underlying collateral.  The job consists of sending loans out for bid to multiple buyers, coordinating the delivery of collateral and necessary documentation, and seeing the sale through to completion.


    • Sending out loan bid tapes to multiple investors for competitive bids
    • Reviewing and executing LOIs with investors
    • Preparing, gathering, and retrieving all documents to be sent to the investor for review and purchase of loans
    • Responsible for obtaining any missing or inaccurate documentation from Risk or Compliance and coordinate with buyer to resolve and clear exceptions
    • Providing quality, accurate and timely customer service with the investor and internal counterparties
    • Overseeing the loan pipeline, ensuring the loans are cleared to fund in the time frame allotted
    • Responsible for managing and supporting the loan sweep process to obtain advance funding
    • Multi-tasking and working with multiple investors/contacts at the same time
    • Reconciling funding advices and provide balances needed for loan purchases
    • Any other tasks as required by new investors to support the loans sales process


    • Bachelor’s degree in Economics, Finance, Mathematics or applicable area
    • Strong analytical, problem-solving, and mathematical skills
    • Must have intermediate Excel skills with ability to utilize Pivot Tables, VLookups, and other analytical functions
    • High attention to detail
    • Must be able to work under pressure
    • Must have strong organizational skills with the ability to multitask and prioritize effectively
    • A coachable team player who accepts direction and feedback, and has a desire to learn
    • Self-motivated with a strong work ethic
    • Comfortable in a fast-moving environment
    • Ability to multitask and adapt
    • Positive attitude and willingness to learn
    • Must have excellent communication skills
    • Capital Markets experience a plus
    • Onsite attendance is required


    United Shore is a diverse group of over 4,000 mortgage experts, sales superstars, tech gurus, marketing whizzes and more. We’re a $41 billion and growing, family owned and operated company that still feels like family. Our award-winning workplace just happens to be home to the #1 wholesale mortgage lender in the nation, United Wholesale Mortgage. And we believe in setting our team members up for success by creating a unique, energetic culture where you can be yourself and still reach your professional goals.


    Here are some of the reasons you’ll love working here:

    • Large, state-of-the-art fitness center with a full-size basketball court, outdoor sand volleyball court, plus Zumba and yoga classes
    • Wellness area, including an in-house primary-care physician’s office, full-time massage therapist and hair salon 
    • Gourmet cafeteria featuring homemade breakfast and lunch, and a dedicated food truck 
    • Free fruit, soft drinks and coffee
    • Convenience store featuring grab-and-go snacks
    • In-house Starbucks and indoor/outdoor café with Wi-Fi
    • Escape room designed for team-building activities
    • Indoor/outdoor putting greens


    All the above duties and responsibilities are essential job functions subject to reasonable accommodation and change. All job requirements listed indicate the minimum level of knowledge, skills and/or ability deemed necessary to perform the job proficiently. Team members may be required to perform other or different job-related duties as requested by their team lead, subject to reasonable accommodation. This document does not create an employment contract, implied or otherwise. Employment with United Shore is "at-will." United Shore is an Equal Opportunity Employer.


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