HL Secondary Lock Desk Analyst jobs in United States
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Columbia Bank ยท 1 day ago

HL Secondary Lock Desk Analyst

Columbia Bank is seeking an HL Secondary Lock Desk Analyst to join their Secondary Marketing Team. The analyst will manage administrative functions and testing within the Pricing Engine, facilitate loan locking, and ensure compliance with pricing policies.

BankingFinanceFinancial Services

Responsibilities

Manage and coordinate administrative functions within Optimal Blue. Process and complete eligibility and pricing changes, form creation, integrated system mapping and implementation of custom lock desk policy and fields. Serve as primary backup for Pricing Manager
Primary point of contact for all testing related needs in relation to investor and/or internal pricing implementation including margin management
Identify potential or existing delays in Lock Desk process, investigate root causes, and collaborate with relevant parties to test and implement timely solutions
Recommend and implement strategies to streamline Lock Desk workflows, improve efficiency, and reduce errors and delays
Prepare daily rate sheets and day to day reports. Prepare and submit daily and monthly remittances within deadlines
Responsible for pricing loan products and locking loans with investors. Complete changes to locked loans and updating investors as necessary
Responsible for providing product information to Loan Officers and helping ensure proper enforcement of all pricing related policies and exceptions
Performs related duties as assignment by management

Qualification

Optimal BlueSecondary MarketingMortgage loan productsLoan Level Price AdjustmentsLOS managementPricing EngineDependabilityPrioritizationMicrosoft WordMicrosoft ExcelEffective communicationProblem-solvingTeam collaborationInitiative

Required

7+ years of experience with Secondary Marketing, Lock Desk, and or Bank Treasury or Finance
Previous administrative experience within Optimal Blue or other standard industry Pricing Engine
Possess an advanced understanding of mortgage loan products and Loan Level Price Adjustments
Deep familiarity with LOS management regarding pricing related fields, secondary registration, locking procedure and persona access
Knowledge of effective Secondary Marketing Policies and Procedures
Ability to work effectively with individuals and groups across the Bank
Demonstrated accountability, dependability, initiative and an ability to effectively prioritize multiple competing tasks to ensure optimal results
Proven ability to 'think outside the box' when solving problems
Proficiency with personal computers and related software packages such as Word and Excel
Effective written and verbal communication and presentation skills

Preferred

Bachelor's degree in business administration, finance, a related field, or equivalent work experience

Benefits

Comprehensive healthcare coverage (medical, dental, and vision plans)
401(k)-retirement savings plan with employer match for qualifying associate contributions
Employee assistance program
Life insurance
Disability insurance
Tuition assistance
Mental health resources
Identity theft protection
Legal support
Auto and home insurance
Pet insurance
Access to an online discount marketplace
Paid vacation
Sick days
Volunteer days
Holidays

Company

Columbia Bank

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Columbia Bank is a provider of personal and business banking services.

Funding

Current Stage
Late Stage
Total Funding
unknown
2020-06-01Acquired

Leadership Team

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Kelly Kelly
VP, Human Resources Business Partner
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Todd Leber
Chief Commercial Banking Officer
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Company data provided by crunchbase