Talent.com
Forum Credit Union
Secondary Marketing SpecialistForum Credit Union • Fishers, IN, United States
Secondary Marketing Specialist

Secondary Marketing Specialist

Forum Credit Union • Fishers, IN, United States
1 day ago
Job type
  • Full-time
Job description

Secondary Marketing Specialist

Are you a detail-oriented mortgage professional who enjoys analyzing data, managing complex processes, and driving operational efficiency? FORUM Credit Union is looking for a Secondary Marketing Specialist to support the Secondary Marketing Manager in managing investor commitments, monitoring the mortgage pipeline, delivering loans to investors, and optimizing secondary market operations.

The Secondary Marketing Specialist plays a key role in supporting FORUM's mortgage lending operations by managing rate locks, investor relationships, loan delivery, accounting processes, and secondary market reporting. This position requires a highly organized professional who thrives in a fast-paced environment, enjoys problem-solving, and has a passion for accuracy and process improvement.

Responsibilities

What you'll do:

  • Analyze the mortgage loan pipeline and cover locked loans through the use of forward commitments.
  • Utilize secondary market reports to manage rate locks, commitments, loan fallout, and loan deliveries.
  • Perform re-disclosure desk duties, including sending Notices of Incompleteness and ensuring compliance with disclosure requirements.
  • Manage FAS133 calculations and provide pipeline and commitment data to Accounting.
  • Coordinate investor transfers of loans within DNA and MERS while ensuring accuracy and compliance with investor requirements.
  • Manage the delivery of loans to investors, including loan-level data, note delivery to document custodians, and adherence to investor delivery guidelines.
  • Maintain strong investor relationships by responding to audit requests, monitoring investor communications, and sharing policy and underwriting updates with the appropriate teams.
  • Oversee document custodian relationships, including certification, document retrieval, and maintenance of custodial records.
  • Manage mortgage rate sheets and provide support to sales staff regarding rate exceptions, extensions, and product changes.
  • Monitor and respond to inquiries within the secondary marketing mailbox, providing timely support to internal partners.
  • Submit loan information for collateral reporting and assist in maximizing revenue on loan sales while adhering to established policies and procedures.
  • Research market trends and identify opportunities to streamline processes and improve operational efficiency within the secondary marketing function.

You may enjoy this job if:

  • You enjoy working with detailed financial and mortgage data and take pride in producing accurate work.
  • You are highly organized and can effectively prioritize competing deadlines and responsibilities.
  • You enjoy solving problems, improving processes, and finding efficiencies in your daily work.
  • You thrive in a fast-paced environment where market conditions and priorities can change quickly.
  • You have strong analytical skills and enjoy reviewing reports to identify trends and opportunities.
  • You are a collaborative team player who values building strong relationships with investors, vendors, and internal partners.

Qualifications

What we are looking for:

  • High school diploma or GED required.
  • One to three years of similar or related mortgage, secondary marketing, loan operations, or financial services experience.

Employee Perks:

  • Competitive Pay
  • Student Loan Reimbursement
  • Tuition Assistance
  • Wellness Programs
  • Community Involvement and Paid Volunteer Time
  • Professional Development/Award Winning Training Program
  • 401(k) with Match
  • Comprehensive Benefits Package
  • Generous Paid Time Off

Please note: A criminal background screen will be conducted upon hire.

FORUM Credit Union values and celebrates diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Create a job alert for this search

Secondary Marketing Specialist • Fishers, IN, United States

Similar jobs

Marketing Specialist

Calumet Specialty ProductsIndianapolis, IN, United States
Full-time

Who Are We?At Calumet we deliver innovative specialty products trusted by companies across the globe.We are the foundation to everyday essential products that help millions of people live and thriv... Show more

 • Promoted

Marketing Strategist

BOWEN®Indianapolis, IN, United States
Full-time

Job Title: Marketing StrategistThe Opportunity: We are seeking an individual who is experienced in corporate marketing, and is able to manage a wide range of strategies and tools in support of new ... Show more

 • Promoted

Future Opening: Marketing Coordinator - State Farm Agent Team Member

Danita Fields - State Farm AgentIndianapolis, IN, United States
Full-time

Marketing Coordinator - State Farm Agent Team Member.Successful State Farm Agent is seeking a qualified professional to join their winning team.We seek an energetic professional interested in helpi... Show more

 • Promoted

Business Development Representative/Internet Sales

Andy Mohr Automotive GroupFishers, IN, United States
Full-time

Business Development Representative/Internet Sales.Andy Mohr Automotive Group is one of the largest volume car dealership groups in the state of Indiana.Mohr's goal is to sell and service in volume... Show more

 • Promoted

Marketing Specialist

SMC CorporationNoblesville, IN, United States
Full-time

New Product Marketing - Marketing Specialist.The Marketing Specialist is responsible for coordinating with other marketing and sales professionals to implement innovative campaigns, support marketi... Show more

 • Promoted

Marketing Proposal Coordinator

Harrison Consulting SolutionsIndianapolis, IN, United States
Full-time

Marketing Proposal Coordinator.Full Service Engineering firm looking to add a Marketing Proposal Coordinator to their Indy team! Role/Responsibilities: - Assist in the preparation of proposal and s... Show more

 • Promoted

Future Opening: Marketing Coordinator - State Farm Agent Team Member

Adam Krockenberger - State Farm AgentIndianapolis, IN, United States
Full-time

State Farm Independent Contractor Agent Position.Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm indepe... Show more

 • Promoted

T&I Marketing Specialist 1

GAI ConsultantsIndianapolis, IN, United States
Full-time

GAI seeks a skilled, highly motivated, results-driven Marketing Specialist to join our dynamic Transportation & Infrastructure team.This challenging and rewarding position will include coordinating... Show more

 • Promoted

North America Marketing Segment Analyst II

Allison Transmission HoldingsIndianapolis, IN, United States
Full-time

Join The Team That's Powering ProgressBuilding cities.For over 100 years, Allison has powered the vehicles and technology that move our world forward.From the first person hired by James Allison in... Show more

 • Promoted

Manager, Marketing

Netrality Data CentersIndianapolis, IN, United States
Full-time

Netrality Data Centers is a growing private-equity backed owner-operator of strategic interconnection properties.With eighteen premier data centers located in six metropolitan markets, Netrality co... Show more

 • Promoted

Marketing Coordinator

Mussett Nicholas & AssociatesIndianapolis, IN, United States
Full-time

Mussett Nicholas Associates (MNA) is a specialized engineering and architecture firm delivering MEP design and commissioning services for pharmaceutical, biotech, industrial facilities, and more.Wi... Show more

 • Promoted

Marketing Specialist

Lambda Chi Alpha FraternityCarmel, IN, United States
Full-time

Marketing Specialist External StakeholdersThe Marketing Specialist is focused on promoting the programming and benefits of a Lambda Chi Alpha to adult key stakeholders including Fraternity & So... Show more

 • Promoted

R1 Integrated Marketing Specialist

Reach MediaIndianapolis, IN, United States
Full-time

Integrated Marketing SpecialistThe Radio One story began simply with a dream and one radio station.Over forty-five years, 13 markets, and 70stations later, we are an urban media empire, spanning mu... Show more

 • Promoted

Marketing Manager

Bangs Laboratories, Inc.Fishers, IN, United States
Full-time

Position Type Full Time Job Shift Day Education Level 4 Year Degree Category Marketing.The Ott Scientific family of companies comprises Polysciences, Bangs Laboratories, and Ethos Biosciences.Toget... Show more

 • Promoted

Part-time Marketing Intern

Red GoldElwood, IN, United States
Part-time

Review and audit websites for content updates as needed.Enter and/or change website content in WordPress as needed.Assist with creation of social media posts.Submit graphic requests for image needs... Show more

 • Promoted

Sales and Marketing Representative

The Luxury PergolaNoblesville, IN, United States
Full-time

The Luxury Pergola is searching for the right candidates to fill inside sales positions at our Noblesville headquarters.Help prospective customers design and order the most exciting outdoor product... Show more

 • Promoted

B2B Outside Sales Representative

Global PaymentsFishers, IN, United States
Full-time

B2B Outside Sales Representative, Payment Technology.Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for cr... Show more

 • Promoted

Senior Digital Marketing Strategist -Startups/SMB (Remote US)

Directive ConsultingIndianapolis, IN, United States
Remote
Full-time

Directive Consulting is the leading B2B marketing agency for brands that are serious about the metrics that matter most.With over a decade of expertise and 420+ B2B brands under our belt, we've ear... Show more

 • Promoted

Omnichannel Shopper Marketing Manager

Heartland Food Products GroupCarmel, IN, United States
Full-time

You'll work to bring Splenda's brand mission to life of helping people live happier, healthier, longer lives by making it easier to reduce sugar.You'll focus on improving the shopping experience fo... Show more

 • Promoted

Market Research Participant

GL IncElwood, Indiana
$15.00 hourly
Part-time +1

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Show more