We’re proud to be named one of USA TODAY’s Top Workplaces, and we’ve earned the Best and Brightest Companies to Work For award for 8 years straight. Founded in 1937, Advancial is one of the oldest credit unions in the country. Our mission is to create lasting value for our members through superior service, quality products, and innovative solutions.At Advancial, we don’t just work hard – we play hard, too. We’re a team that thrives on passion and collaboration, where every day feels like a chance to make a difference. Our culture is built on positivity, creativity, and the belief that work should be fulfilling, not just a “day job.”The Secondary Marketing Manager leads secondary loan market and funding activities, including correspondent sales, bulk sales, and wholesale funding. The role acts as the main point of contact for investors and funding sources. Responsibilities include pricing, loan locking, delivery, and managing the loan production pipeline to ensure timely and efficient loan execution.What You’ll DoDevelop relationships with funding sources including Fannie Mae, Freddie Mac, and other correspondent investors.Determine daily mortgage pricing for portfolio and correspondent investors.Verify lock requests and maintains related changes, reconciliations, and extensions for the best‑efforts pipeline.Review rate lock data for accuracy and expiration timing and communicates discrepancies to Loan Officers or Operations.Handle the shipping and purchase of closed loan packages.Advise loan officers on lock‑in policies, procedures, and industry practices.Apply company guidelines and remains familiar with Mortgage department functions.Direct bulk loan sales including pool creation, due diligence, closing, funding, and post‑sale servicing.Uphold regulatory compliance across secondary marketing operations.Enhance secondary marketing strategies and processes.Establish pricing and delivery strategies to achieve targeted gain‑on‑sale revenue.Address Mortgage Servicing inquiries and collaborates with the subservicer on servicing issues.Cultivate a positive, respectful, and collaborative culture across the organization—fostering strong relationships among staff, departments, branches, and external partners. Champions a caring and inclusive environment for both employees and members, aligned with the Credit Union’s mission and values.RequirementsBachelor's Degree (B.A.) or equivalent from four-year college or university and a minimum three (3) years related experience and/or training; or equivalent combination of formal education and experience. A minimum of one (1) year supervisory experience required.Knowledge of mortgage lending required. Prior mortgage industry experience helpful.Preferred Skills and CompetenciesDemonstrate strong analytical and critical‑thinking skills and incorporates best practices into daily work with close attention to detail.Follow detailed and standardized procedures delivered verbally, in writing, or through hands‑on instruction.Possess working knowledge of data management, movement, and integration.Communicate effectively at all levels of the organization.Handle competing priorities and complex issues with sound judgment.Utilize computer equipment and software, including Microsoft Office Suite, and understands relevant state and federal laws.Apply required systems such as Velocity, MeridianLink, Symitar, Microsoft Word, Excel, and Access to perform job duties.Ready to Join a Winning Team?Advancial isn’t just about business – it’s about building careers, communities, and futures. If you want to work somewhere that supports your growth, values your time, and recognizes your impact, you’ve found the right place.What to Expect in Our Hiring ProcessA quick phone screen to get to know youA Zoom interview with the teamShort assessments to help us learn more about your strengths and work styleAn in‑person interview at 10000 North Central Expressway Suite 1400 Dallas, Texas, 75231Once you’ve signed your offer letter, we’ll begin your background and credit checkThis role operates on a hybrid schedule with on‑site attendance required three days per week. Reports to 10000 North Central Expressway, Suite 1400, Dallas, Texas 75231.The salary range is $89,000–$111,000, commensurate with experience and education.BenefitsWhat We OfferOf course we provide healthcare, life insurance, and 401K benefits, but here is what else we offer:Take Time for Life: In addition to 11 company holidays, you start with 3 weeks of vacation, and recharge at our beautiful vacation homes in Destin, FL, and Breckenridge, CO – free for you and your loved ones (you just pay taxes).Retire with Confidence: We contribute to your 401k. It’s our way of helping you build the future you deserve.Pets Are Family Too: With affordable pet insurance (we even chip in), your furry friends are covered for everything from checkups to surgeries.Invest in Your Future: We’ll cover 80% of your tuition costs after one year, so you can continue to grow, learn, and achieve your goals.Life Happens: Our Advancial Life Rewards program reimburses you up to $1,000 each year for unexpected expenses – because we know life doesn’t always go according to plan.
We’re proud to be named one of USA TODAY’s Top Workplaces, and we’ve earned the Best and Brightest Companies to Work For award for 8 years straight. Founded in 1937, Advancial is one of the oldest credit unions in the country. Our mission is to create lasting value for our members through superior service, quality products, and innovative solutions.
At Advancial, we don’t just work hard – we play hard, too. We’re a team that thrives on passion and collaboration, where every day feels like a chance to make a difference. Our culture is built on positivity, creativity, and the belief that work should be fulfilling, not just a “day job.”
The Secondary Marketing Manager leads secondary loan market and funding activities, including correspondent sales, bulk sales, and wholesale funding. The role acts as the main point of contact for investors and funding sources. Responsibilities include pricing, loan locking, delivery, and managing the loan production pipeline to ensure timely and efficient loan execution.
What You’ll Do
- Develop relationships with funding sources including Fannie Mae, Freddie Mac, and other correspondent investors.
- Determine daily mortgage pricing for portfolio and correspondent investors.
- Verify lock requests and maintains related changes, reconciliations, and extensions for the best‑efforts pipeline.
- Review rate lock data for accuracy and expiration timing and communicates discrepancies to Loan Officers or Operations.
- Handle the shipping and purchase of closed loan packages.
- Advise loan officers on lock‑in policies, procedures, and industry practices.
- Apply company guidelines and remains familiar with Mortgage department functions.
- Direct bulk loan sales including pool creation, due diligence, closing, funding, and post‑sale servicing.
- Uphold regulatory compliance across secondary marketing operations.
- Enhance secondary marketing strategies and processes.
- Establish pricing and delivery strategies to achieve targeted gain‑on‑sale revenue.
- Address Mortgage Servicing inquiries and collaborates with the subservicer on servicing issues.
- Cultivate a positive, respectful, and collaborative culture across the organization—fostering strong relationships among staff, departments, branches, and external partners. Champions a caring and inclusive environment for both employees and members, aligned with the Credit Union’s mission and values.
Requirements
- Bachelor's Degree (B.A.) or equivalent from four-year college or university and a minimum three (3) years related experience and/or training; or equivalent combination of formal education and experience. A minimum of one (1) year supervisory experience required.
- Knowledge of mortgage lending required. Prior mortgage industry experience helpful.
Preferred Skills and Competencies
- Demonstrate strong analytical and critical‑thinking skills and incorporates best practices into daily work with close attention to detail.
- Follow detailed and standardized procedures delivered verbally, in writing, or through hands‑on instruction.
- Possess working knowledge of data management, movement, and integration.
- Communicate effectively at all levels of the organization.
- Handle competing priorities and complex issues with sound judgment.
- Utilize computer equipment and software, including Microsoft Office Suite, and understands relevant state and federal laws.
- Apply required systems such as Velocity, MeridianLink, Symitar, Microsoft Word, Excel, and Access to perform job duties.
Ready to Join a Winning Team?
Advancial isn’t just about business – it’s about building careers, communities, and futures. If you want to work somewhere that supports your growth, values your time, and recognizes your impact, you’ve found the right place.
What to Expect in Our Hiring Process
- A quick phone screen to get to know you
- A Zoom interview with the team
- Short assessments to help us learn more about your strengths and work style
- An in‑person interview at 10000 North Central Expressway Suite 1400 Dallas, Texas, 75231
- Once you’ve signed your offer letter, we’ll begin your background and credit check
This role operates on a hybrid schedule with on‑site attendance required three days per week. Reports to 10000 North Central Expressway, Suite 1400, Dallas, Texas 75231.
The salary range is $89,000–$111,000, commensurate with experience and education.
Benefits
What We Offer
Of course we provide healthcare, life insurance, and 401K benefits, but here is what else we offer:
- Take Time for Life: In addition to 11 company holidays, you start with 3 weeks of vacation, and recharge at our beautiful vacation homes in Destin, FL, and Breckenridge, CO – free for you and your loved ones (you just pay taxes).
- Retire with Confidence: We contribute to your 401k. It’s our way of helping you build the future you deserve.
- Pets Are Family Too: With affordable pet insurance (we even chip in), your furry friends are covered for everything from checkups to surgeries.
- Invest in Your Future: We’ll cover 80% of your tuition costs after one year, so you can continue to grow, learn, and achieve your goals.
- Life Happens: Our Advancial Life Rewards program reimburses you up to $1,000 each year for unexpected expenses – because we know life doesn’t always go according to plan.
At Advancial, we’ve been proudly serving our members since 1937 with reliable, flexible financial solutions that help them reach their goals. But we’re more than just a credit union—we’re a team. Working here means being part of a supportive, tight-knit culture where people genuinely care about each other. We offer great benefits like generous time off, 8% 401(k) contributions (no match required!), and even company vacation homes. We believe in helping our employees grow just like we do our members, and we make sure you feel valued every step of the way.
At Advancial, we’ve been proudly serving our members since 1937 with reliable, flexible financial solutions that help them reach their goals. But we’re more than just a credit union—we’re a team. Working here means being part of a supportive, tight-knit culture where people genuinely care about each other. We offer great benefits like generous time off, 8% 401(k) contributions (no match required!), and even company vacation homes. We believe in helping our employees grow just like we do our members, and we make sure you feel valued every step of the way.
