Margin Management, Assistant Vice President

Pennymac Westlake Village , CA 91361

Posted 3 weeks ago


Support the implementation of corporate policy and divisional strategy regarding margin management activity within PCG. Responsible for managing daily processes to implement client margin adjustments and critical reporting routines conducted by the margin management team. Position is a key resource in gathering and analyzing competitive information from the sales and capital markets teams.

Job Description

  • Manage process to implement client margin change requests on a daily, weekly and monthly basis

  • Support reporting routines to accurately track impact of margin changes to revenue

  • Contribute to suite of reporting to communicate book-level revenue performance to senior management

  • Complete analysis of volume and margin trending by various attributes and identify impact to pricing strategy

  • Interact with sales to obtain market color and create strategies to maximize revenue on a client level

  • Support sales team by creating regular margin trending updates, identifying areas of opportunity for next-level analysis

  • Research and respond to escalated client questions and requests

  • Support competitive intelligence research and reporting

  • Create and maintain pricing, product and guideline comparisons

  • Maintain and enhance detailed reporting book with analysis on PCG market share and trends

  • Support tasks related to development and implementation of new products or attributes impacting pricing

  • Ensure that the client-facing website is updated and maintained per the strategic direction of the department

  • Support coordination and posting of client-facing communications as needed

  • Complete special projects to support revenue growth as requested by management

  • Perform other related duties as required and assigned

  • Demonstrate behaviors which are aligned with the organization's desired culture and values

Ideal Candidate will have the following:

  • Must exhibit strong attention to detail with experience communicating research to senior management in a compressed timeframe

  • Demonstrated ability to implement complex projects in a leadership role and manage multiple priorities in a changing environment

  • Adept at maintaining focus on the big picture and evaluate decisions based on best interests of the business

  • Prior experience working on projects or processes related to management of margin or revenue goals

  • Proven track record of implementing and executing reporting routines or technical analysis

  • Must be highly proficient in MS Suite, with experience in modeling, pivot tables and SQL preferred

  • Excellent critical thinking, problem solving, and mathematical skills, using sound judgment

  • Financial Services and mortgage industry experience required


Years of Experience:



Bachelor's Degree

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Margin Management, Assistant Vice President