- PPE (Optimal Blue) administration, configuration, and ongoing maintenance which includes: user management, setting overlays (eligibility and adjustments), and markup schedules & strategies
- Collaboration with Product, Counterparty, Lock, and Trade departments to complete new investor and product rollouts which includes: configuration in PPE, documentation of investor lock and pricing policies and testing investor pricing portal
- Assistance in onboarding of new clients (both start-up and established lenders) via: PPE set up; establish new/ health check of existing instance, validation of LOS (Encompass) Capital Markets-related workflows, research, test, and troubleshoot diverse environments and integrations
- Support creation of automated workflows using Microsoft software solutions
- Maintenance of SharePoint site permissions, document storage and designated properties using best practices
- Contribution to creation of concise and compelling written announcements and job aids for all audiences
- Consistent and diligent utilization of ConnectWise Ticketing System to manage team resources, tasks, time, and budgeted hours effectively
- Maintenance of data integrity, policy accuracy, and testing documentation to ensure department and company standards are maintained for all work products
- Work effectively as part of a team to maintain appropriate service level agreements through prioritization, cooperation, and management of incoming work queue
- Assist with escalation items as necessary
- Lock, extend, re-lock and re-price loans in Loan Origination System as requested, ensuring pricing calculations are correct
- Complete corresponding investor locks, ensuring target profit margins and data integrity are maintained
- Provide high level of service to customers consisting of loan officers, processors, underwriters, management and other office support staff and business partners
- As necessary, perform rate and pricing surveys to evaluate competitive position As necessary, additional duties required to meet department and company goals
- Bachelor's Degree is preferred, but may be substituted with 1 year of relevant work experience in a similar or related role
- Minimum of 1 year of Lock Desk experience
- Minimum of 1 year of Optimal Blue PPE and Encompass LOS integration experience is required
- Experience in testing preferred
- Experience in writing guidelines and producing reference materials preferred
- Experience with highly detailed, analytical work required
- Knowledge of the mortgage origination industry preferred
- Excellent written and verbal communication skills with the ability to present technical and non-technical information to range of audiences
- Proficiency with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint); with strong emphasis on Excel
- Ability to work independently to achieve team and company goals in a fast-paced environment with competing priorities
- Creative and innovate problem-solving skills that produce workable solutions
- Flexibility and adaptability
- Internal drive, initiative, and enthusiasm for knowledge expansion
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Mortgage Pricing Analyst - Dunn Loring, United States - Lenderworks
Description
:Lenderworks is looking for a Mortgage Pricing Analyst to join our team of mortgage professionals. This remote position will be required to work 9:00 am to 5:30 pm Pacific Standard Time.
You are our competitive advantage. Our team of innovators and seasoned professionals fosters an environment where our teammates and our clients can thrive. Since 2011, our innovative structure and unique market positioning has offered personal and professional development opportunities that are unrivaled in the industry. Whether you are just launching your career or are looking to enhance your experience, your future begins at Lenderworks.
Lenderworks' mortgage services platform encompasses the areas of Capital Markets, Compliance and Risk Management, Finance and Accounting, Post-production, Information Technology, Information Security, Solutions Development and Mortgage Technology.
Job Duties and Responsibilities:
A minimum of 50% of time will be spent assisting the Integrations Team with Capital Markets- related initiatives, including, but not limited to
Additional available time, as needed, will be spent in a Lock Desk Analyst role
General Knowledge, Skills, and Abilities:
If you want to be part of a groundbreaking team that supports successful and profitable mortgage companies, then Lenderworks is the team for you
Please see our website at
We are an Equal Opportunity Employer
No Phone Calls or Recruiters Please
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