New Penn Financial

  • Retention Programmer

    Job ID
  • Overview



    Founded in 2008, New Penn Financial has become a leading nationwide lender by bringing together expertise, exceptional customer service, and extremely competitive rates on a broad offering of mortgage products (including Fannie Mae, Freddie Mac, Ginnie Mae, HUD, FHA, VA, USDA, and our portfolio products).  New Penn is licensed in 48 states plus the District of Columbia.   


    Mission Statement:

    New Penn Financial has become a leading nationwide mortgage lender because we have the expertise, the product solutions and competitive pricing talented individuals expect. We maintain a favorable reputation because we deliver exceptional customer service to our borrowers and clients. Founded in just 2008 as a start-up, we have grown to over 2,100 employees nationwide with over 140 branches, licensed in 48 states. We have earned the recognition of Inc. Magazine’s 500/5000 Lists of Fastest Growing Private Companies, hold a position on Mortgage Executive Magazine’s list of 50 Best Companies to Work For, and regularly appear on the Scotsman Guide list of top lenders, to name a few.


    Primary Function:

    The Business Intelligence team is looking for a professional with the ability to scale up and automate our Portfolio Retention campaign engine.


    The right candidate will have experience building campaign management and retention automation campaigns in SAS/SQL/Python or a similar language. You will be responsible for creating the files needed to execute and track our direct marketing campaigns for our retention efforts and for automating and continuously improving our database marketing process. You will have frequent, direct interaction with our Sr. Exec team, Marketing, Servicing, Sales, and Analytics.


    • Build and execute recurring retention campaigns.
    • Develop efficient list segmentation and generation methodologies to support customer contact strategies 
    • Lead the development and efficient growth of our customer and prospect database
    • Partner with marketing and call center executives on developing list pulls, exclusion lists, and campaign tracking programs
    • Manage data integration requirements, external APIs and batch processed 3rd party data service providers to create increasingly accurate view of the customer/prospect.
    • Manage tracking of solicitation history and marketing preferences to ensure campaign effectiveness and marketing compliance
    • Manage optimization of selection strategy in order to increase value proposition to the customer and profitability to the company.


    • Certification/Expert level capabilities with SAS/SQL/R/Python or similar language.
    • Excellent data organization skills. Campaigns need to be clean, tracked relentlessly, and analyzed continuously.
    • 10+ years’ experience leveraging financial services industry data and other external data to enhance success of marketing programs.
    • Bachelor’s degree or higher in a field like computer science, analytics, statistics, data base marketing, or similar field, or 5+ years in a role described above.

    New Penn Financial, LLC is an Equal Opportunity Employer and Equal Opportunity Lender.

    No Visa sponsorhip will be available for this position.


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