Financial Services - Burke, Virginia, United States
At Secondary Solutions, our services include, but are not limited to:- Review and/or design of processes and policies associated with the Secondary Marketing Department so as to minimize risk and increase departmental efficiency.- Design and set-up relational databases for centralized tracking, viewing, reporting and document output for use by various departments and important third parties.- Design of daily rate sheets for internal or external distribution.- Assistance with the implementation of best-execution and product optimization systems.- Design and set-up data exporting capability to third-party applications or for spreadsheet analysis.- Calculate Loan Originator commission details and reports that can be distributed to Loan Originators, Payroll, Executive Management and Accounting.- Design and set-up reporting for loan delivery prioritization and warehouse line optimization.- Review of existing investor agreements for contingent liabilities that you may not be aware of.- Oversee or assist in the implementation of a "mandatory" selling system and the requisite hedging systems, policies and procedures.