Lock Desk Assistant
About The Position
Toll Brothers Mortgage, America's Leading Luxury Lender, seeks a Lock Desk Assistant to support our fast-paced Mortgage Sales team at our office in Fort Washington, Pennsylvania. The Secondary Marketing Assistant plays an important role in the organization by performing several activities related to the company’s Secondary Marketing functions. The role is responsible for providing analytical and administrative support related to lock transactions, post lock changes, and pricing scenarios. This includes, but is not limited to, researching and resolving loan discrepancies, preparing reports, payment of investor fees, and performing similar tasks.
Requirements
- Utilizes appropriate grammar, organizes ideas clearly, and articulates ideas concisely with regards to written and verbal communication skills
- Excellent organizational skills with the ability to plan and prioritize while focusing on detail orientation and effective time management
- Working knowledge of Microsoft Office Programs, including Outlook Excel, Word, and PowerPoint with an emphasis on Excel
- Fast Learner, able to work in fast-paced environment
- Intermediate-to-Advanced Excel Skills
- Strong Communication and Interpersonal Skills
Nice To Haves
- Mortgage Experience
- Secondary Marketing Experience
- Encompass Experience
- Optimal Blue Experience
- College Degree or Equivalent
- 1+ Years’ Administrative Experience
Responsibilities
- Managing daily rates/reprices without our product and pricing engine
- Responsible for pipeline management of loans including, but not limited to, investor changes, locks, post lock restructures, extensions/cancellations, and reconciliation Lock Fee/Price discrepancies.
- Responsible for daily interaction with investors and investor websites.
- Register/lock loans with best execution investor, monitor expirations, process changes/extensions/cancellations, obtain off-sheet pricing, request float downs, and renegotiations.
- Prepare Reports related to production metrics, such as investor switches, referred loans, early payoffs, and funding differences.
- Prepare Exports for pipeline updates, such as secondary gain, expiring/canceled locks.
- Maintenance of Departmental Policy and Procedure changes, as required
Benefits
- medical
- dental
- 401(k) with a company match
- discounted stock purchase
- discounts on mortgages, homes, appliances, and much more
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
