Lock Desk Manager

Tri Pointe Homes Holdings, Inc.Scottsdale, AZ
Hybrid

About The Position

At Tri Pointe Solutions, the financial services affiliate of Tri Pointe Homes, we’re redefining what it means to purchase a home. Our dynamic team is driven by innovation, collaboration, and a shared commitment to excellence. We offer a comprehensive suite of services—including mortgage, title, escrow, homeowner’s and title insurance—all integrated under one roof to create a seamless, high-quality lending experience for our borrowers. If you're ready to be part of a forward-thinking company that’s shaping the future of the industry, apply to join our outstanding team. Tri Pointe Connect, the mortgage affiliate of Tri Pointe Homes, is looking for an experienced individual to join our talented group in Arizona as a Lock Desk Manager. This position is hybrid (M-W in office/Th-Fri remote) working out of our national operations center in Scottsdale, Arizona.

Requirements

  • Bachelors Degree or equivalent work related experience
  • 4 or more years of experience in Secondary Mortgage operations, with hands-on lock desk experience, management experience preferred.
  • Advanced experience with Optimal Blue, including administrative-level functionality
  • Strong analytical mindset with the ability to interpret data, identify trends, and make informed decisions
  • Excellent verbal and written communication skills, with the ability to interact effectively across all levels of the organization
  • Proven ability to manage multiple priorities in a fast-paced, high-volume environment
  • Strong problem-solving skills with the ability to work independently and escalate appropriately
  • High attention to detail and commitment to accuracy
  • Leadership capabilities with experience mentoring or managing team members preferred
  • Comprehensive knowledge of mortgage loan products and underwriting guidelines, including: Conventional, FHA, VA, USHA, Non-Conforming/Jumbo, Bond programs
  • Understanding of secondary market fundamentals, including pricing, hedging concepts, and gain-on-sale
  • Advanced proficiency in Microsoft Excel and Office Suite, including data analysis and reporting
  • Strong working knowledge of Encompass (preferred)
  • Familiarity with Compass Edge or similar secondary platforms (preferred)

Responsibilities

  • Oversee the day-to-day operations of the Lock Desk team, ensuring timely and accurate execution of all lock desk functions
  • Assign and prioritize workloads based on pipeline volume, lock requests, and organizational priorities
  • Monitor team productivity, service levels, and adherence to internal SLAs
  • Establish performance standards, conduct regular performance evaluations, and provide ongoing coaching and feedback
  • Foster a collaborative, accountable, and high-performance team environment
  • Identify training needs and support the professional development of team members
  • Manage all aspects of interest rate lock activity, including reviewing and approving lock requests submitted by loan originators
  • Partner closely with the VP of Secondary Marketing to align lock strategies with market conditions and company objectives
  • Perform lock desk functions within Optimal Blue, including profile updates, pricing adjustments, and lock extensions
  • Oversee the integrity and accuracy of lock data within Encompass (loan origination system), ensuring pipeline visibility and proper loan tracking
  • Manage the secondary pipeline to minimize exposure and optimize execution outcomes
  • Maintain and adjust internal pricing margins in alignment with company profitability goals and market trends
  • Ensure daily pricing accuracy, including rate sheets and system pricing outputs
  • Respond to pricing exceptions, escalation requests, and complex scenario analysis
  • Conduct research and provide recommendations on pricing strategies and competitive positioning
  • Develop, maintain, and distribute daily, weekly, and monthly secondary reports for executive leadership and department heads
  • Analyze pipeline performance, lock fallout, gain-on-sale metrics, and other key performance indicators
  • Provide actionable insights to support strategic decision-making and process improvements
  • Serve as a key liaison between Secondary, Production, and Operations teams
  • Communicate effectively with loan officers and branch personnel to resolve lock-related questions and issues
  • Support loan execution and allocation processes to ensure timely delivery and investor compliance
  • Act as backup trader, assisting with trade execution and hedging activities as needed
  • Assist with other duties as assigned
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