Secondary Exception Desk Coordinator jobs in United States
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Rate · 14 hours ago

Secondary Exception Desk Coordinator

positionUnited States
timeFull-time
remoteRemote
seniorityNew Grad, Entry Level
money$45K/yr - $50K/yr

Guaranteed Rate 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 Exception Desk Coordinator works closely with Sales, Sales Management, and Secondary Marketing to review, analyze, and decision pricing requests that fall below contractual pricing targets.

Consumer LendingFinanceFinancial ServicesLendingMortgagePersonal FinancePropTech
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H1B Sponsor Likelynote

Responsibilities

Review and analyze pricing requests that are outside standard or contractual pricing targets
Investigate loan files to identify, document, and resolve pricing discrepancies and inaccuracies
Approve pricing exceptions within established guidelines and tolerance levels
Partner with Secondary management to communicate discrepancies, trends, and process issues in a proactive and logical manner
Manage Exception Request mailboxes and call queues, ensuring timely and professional responses to internal stakeholders
Provide excellent customer service to Sales, Sales Management, and other internal partners
Escalate issues and recommend process improvements where appropriate

Qualification

Analytical skillsAttention to detailMicrosoft ExcelOptimal BlueEncompassCustomer serviceLearning new systemsWritten communicationVerbal communicationFast-paced environment

Required

Bachelor's degree in business, finance, economics, or related field preferred (or equivalent work experience)
Strong math and analytical skills with high attention to detail
Ability to work accurately in a fast-paced, deadline-driven environment
Strong written and verbal communication skills
Above-average computer skills; ability to learn new systems quickly
Mortgage industry experience is not required but is beneficial

Preferred

Experience with Optimal Blue and Encompass
Proficiency with Microsoft Office, particularly Excel
Exposure to or experience with Tableau or similar reporting/BI tools

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

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Glassdoor2.9
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Rate is a mortgage company that provides mortgage-related services and solutions.
dateFounded in 2000
location
Chicago, Illinois, USA
people-size5001-10000 employees
web-link
https://www.rate.com

H1B Sponsorship

Rate has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (6)
2024 (7)
2023 (3)
2022 (15)
2021 (9)

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
THL
2017-12-14Private Equity

Leadership Team

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Victor Ciardelli
President & CEO
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Ramesh Sarukkai
CPO & CTO
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Recent News

PR Newswire
Victor Ciardelli and the Rate App "Spin to Win" the 2025 Rate Bowl Fan Experience
2025-12-25
PR Newswire
Rate Insurance Named Top 50 Personal Lines Agency by Insurance Journal
2025-12-04
PR Newswire
Daysi Mendoza Joins Rate, Doubles Production Growth Since Leaving loanDepot
2025-12-03
Company data provided by crunchbase