Department: ALM Strategy Group
Reports To: Director, ALM Strategy Group

Essential Duties:

  • Prepare and maintain daily, weekly, and monthly reports for presentation to the management team
  • Create ad-hoc reports for analysis and reconciliation
  • Collect and upload investor pricing data to the company database
  • Assist with the creation and dissemination of bid tapes and best execution model
  • Assist with daily hedging process
  • Collect, organize, and reconcile trade data and confirmations for TBA trades
  • Aid in the maintenance and general upkeep of secondary and loan pricing engines such as ALM First’s internal and external pricing calculators, online lock functions and investor models.
  • Additional duties required as assigned.

Technical Experience:

  • Basic understanding of SQL script preferred.
  • Basic knowledge of secondary mortgage market loan pricing components and GSE (FNMA, FHLMC and GNMA) Agency guidelines preferred
  • Demonstrated proficiency in Microsoft Office applications (Word, Excel, Outlook) required. Computer and internet proficiency required. Knowledge of or the ability to learn in-house loan origination system required.

Additional Qualifications:

  • High degree of organization and customer service skills required.
  • Basic understanding of the functions of departments outside secondary as process moves from loan registration to loan sale preferred.
  • Ability to work overtime hours when required.
  • Strong customer service skills required.

Minimum Education Qualification

  • Bachelor’s Degree in Finance, Economics, Business required.


ALM First believes deeply in equality and strongly supports diversity and inclusion. Many of the clients we serve were founded to provide equal economic opportunities for their communities. By providing fair and affordable access to credit, our depository clients are helping individuals and families of modest means buy their first homes and open or maintain their small businesses. We will continue our commitment to financial inclusion for all Americans as we serve the clients providing critical financial resources to the communities that need them most. We are always looking at how we can improve our own policies and practices to encourage diversity through the use of an Employee Task Force.