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Stephen MeeSM
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Stephen Mee

@stephenmee

I lead mortgage secondary marketing, hedging, institutional sales, and loan delivery operations.

United States
Message

At Weichert Financial Services, I lead institutional sales and trading operations, managing loan-pipeline accuracy, agency pool and whole-loan deliveries, daily pricing, and MSR co-issue sales and transfers.

I've managed hedging for agency fixed, ARM, and government loans using Forward TBA MBS securities and U.S. Treasury Notes. My background spans secondary marketing, bulk-sale execution, pricing analysis, profitability reporting, and mortgage product eligibility configuration, supported by Compass Analytics and Ellie Mae Encompass.

Experience

Work history, roles, and key accomplishments

WS
Current

VP Institutional Sales and Trading

Weichert Financial Services

Jan 2016 - Present (10 years 7 months)

Managed team responsible for locking and maintaining accuracy of loan pipeline. Managed delivery team responsible for FNMA, FHLMC, and GNMA pool and whole loan deliveries.

WS

Senior Trader

Weichert Financial Services

Mar 2016 - Mar 2016 (0 months)

Managed hedge of loan pipeline for all Agency fixed, ARM, and Government loans. Calculated daily hedge position and executed trades using instruments such as Forward TBA MBS securities and U.S. Treasury Notes.

WS

Junior Trader

Weichert Financial Services

Oct 2005 - Mar 2008 (2 years 5 months)

Prepared Bid Data Tapes, Term Sheets, and Product Guidelines for Bulk Sale executions. Maintained models to determine best execution of Agency product and formed pools for delivery.

WS

Secondary Marketing Analyst

Weichert Financial Services

Oct 2004 - Oct 2005 (1 year)

Prepared and distributed daily rate sheets to all regions. Maintained pricing models for all agency products and provided negotiated price quotes for sales force.

AC

Pricing Analyst

American Federal Mortgage Corp.

Jul 2003 - Sep 2004 (1 year 2 months)

Calculated initial daily pricing and monitored price changes from investors. Evaluated market conditions to increase loan profitability and implemented reports to examine cost efficiency of lead sources.

Education

Degrees, certifications, and relevant coursework

Albright College logoAC

Albright College

Bachelor of Science, Finance, English

2003 -

Bachelor of Science in Finance and English from Albright College.

Tech stack

Software and tools used professionally

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