Rate · 4 days ago
Optimal Blue Specialist
United States
Full-time
Remote
New Grad, Entry Level
$50K/yr - $55K/yrRate is one of the nation’s top retail mortgage lenders, delivering a seamless, tech-driven experience that helps customers reach their homeownership and financial goals. The Optimal Blue Specialist will maintain the product and pricing engine, support branch margins, and manage loan pricing and confirmations.
Consumer LendingFinanceFinancial ServicesLendingMortgagePersonal FinancePropTech
Responsibilities
In conjunction with the Optimal Blue team, maintain the product and pricing engine
Daily support of Branch Margins within the pricing engine
Pricing/confirming loans
Responding to phone and email questions effectively
Locking loans with multiple lenders and loan officers
Simple addition and subtraction of lock pricing in basis points (bps)
Provide support to structure pricing scenarios and update investor guidelines
Maintain relationships with other departments to foster continuity and collaboration
Run pricing scenarios
Ad-hoc reporting and analysis
Data entry with speed, efficiency, and accuracy
Qualification
Required
Knowledge of the mortgage market basics
Experience with Optimal Blue, Encompass and PC skills (Outlook, Excel, Word, and LOS systems)
Ability to multi task and work in a fast-paced environment
Must be able to work independently and research problems/questions as required
Maintain professionalism across all interactions
Benefits
Eligibility to participate in a company-sponsored 401(k)
Vacation benefits
Eligibility for medical, dental, vision, and prescription drug benefits
Flexible benefits (e.g., healthcare and/or dependent day care flexible spending accounts)
Life insurance and death benefits
Critical care insurance
Personal accidental insurance
Commuter benefits
Pet insurance
Certain time off and leave of absence benefits
Well-being benefits (e.g., employee assistance program)
Other supplemental benefits (e.g. legal planning assistance; identity theft protection; pet insurance; wellness resources)
Company
Rate
Rate is a mortgage company that provides mortgage-related services and solutions.
Founded in 2000
5001-10000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
THL
2017-12-14Private Equity
Leadership Team
Victor Ciardelli
President & CEO
Ramesh Sarukkai
CPO & CTO
Recent News
2025-12-25
2025-12-04
2025-12-03
Company data provided by crunchbase