Mortgage Lock Desk Coordinator

Bell Bank • Glendale, AZ

7d

About The Position

The Lock Desk Specialist will provide daily, weekly, and monthly reporting support. This position will provide lock desk support as well as maintain and monitor investor sales commitments. This position will also operate and maintain data within the Encompass system, Optimal Blue as well as monitor pipelines. Bell Bank Culture, Policy and Accountability Standards: Know by name and face as many customers and employees as possible, calling them by name as often as possible. Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards. Know, understand, and live the company values and bottom line. Conduct activities consistent with established Bell Bank policies, procedures and systems, the Bell Bank Employee Conduct policies, the Bank Secrecy Act and all applicable state and federal laws and regulations. All employees are responsible for information security, including compliance with policies and standards which protect sensitive information. Prompt and reliable attendance. Perform other duties as assigned.

Requirements

• High school diploma or equivalent education.
• 1-2 years of customer service experience.
• Prior experience utilizing Microsoft applications (Excel, Word, Outlook, etc) is required.
• Strong math skills.
• Ability to understand complex situations and use multiple data points to reach logical conclusions.
• Good written and verbal communication skills with ability to work under pressure.
• Good organizational skills, detail-oriented with a strong emphasis on accuracy.
• Basic keyboarding skills.

Nice To Haves

• 1-2 years of mortgage industry and/or loan documentation experience is preferred.

Responsibilities

• Assist in monitoring the shared inbox for lock desk support.
• Assist in receiving and handling daily locks within the policies of Bell.
• Assist in selling the Best Effort loans to various investors.
• Monitor and maintain Best Efforts pipeline. Review Best Efforts commitments, Best Efforts confirmations and expiring Best Efforts locks.
• Provide high-quality service to internal customers and investors.
• Act as liaison between capital markets and mortgage sales/operations staff to communicate system (Encompass and Optimal Blue) enhancements, loan program changes, and answer questions related to loan programs.
• Become proficient/knowledgeable of all the necessary systems (Encompass and Optimal Blue) used on a daily basis.
• Follow policies and procedures within the areas of investor regulations and secondary marketing. Backup all lock desk duties.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees