Secondary Marketing Analyst

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture.

A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You’ll get unwavering support from all departments and total transparency from the top down.

CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.

Position Overview:

The Secondary Marketing Analyst is responsible for managing the mortgage-backed securities (MBS) pooling pipeline, ensuring trade execution accuracy, and supporting key margin management and performance reporting functions. This position collaborates closely with senior management, traders, and internal stakeholders to enhance operational efficiency and support strategic decision-making.

Job Responsibilities:

• Oversee the pooling process for Fannie Mae (FN) and Freddie Mac (FH), ensuring compliance with agency requirements.

• Manage MBS pooling pipeline and ensure timely execution within specified delivery timelines.

• Work closely with the trading desk and operations team to ensure accurate loan allocations to pools.

• Reconcile and verify trade confirmations, ensuring accuracy in executed trades.

• Work on margin management reports, tracking performance, gains/losses, and hedging effectiveness.

• Assist in hedging strategies and pipeline risk management by monitoring market conditions.

• Develop and maintain ad hoc reports for senior management to provide insights into trading performance, pipeline risk, and market trends.

• Automate and optimize reporting processes using Excel (advanced functions, macros, VBA preferred), SQL, and BI tools.

• Ensure data integrity and reconcile discrepancies across various systems and reports.

• Coordinate with the operations and finance teams to ensure smooth loan delivery and settlement processes.

• Collaborate with the compliance team to ensure adherence to investor and regulatory guidelines.

• Identify process improvements and contribute to the efficiency of the capital markets’ function.

Qualifications and Skills:

• Bachelor’s degree in Mathematics, Statistics, Computer Science, Finance, related field, or equivalent combination of education, experience and skills.

• 3+ years of experience in mortgage banking, capital markets, secondary marketing, or a related field.

• Knowledge of MBS pooling, trade settlements, hedging strategies, and mortgage pipeline risk management.

• Experience with Fannie Mae and Freddie Mac guidelines and loan sales processes.

• Excellent attention to detail and prioritization skills to meet deadlines.

• Skilled at analyzing large data sets and problem-solving.

• Effective communication skills to work collaboratively with senior leadership and cross-functional teams.

• Advanced Microsoft Excel skills (pivot tables, VLOOKUP, INDEX/MATCH, macros, and VBA preferred).

• Knowledge of SQL, Tableau, or other data visualization tools, preferred.

This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.