Lock Desk Manager & PPE Administrator

Job Description

Job Description

Lendz Financial offers a full-service direct wholesale residential mortgage lending platform, focused on helping mortgage brokers grow their loan origination volume with simplified processes and intuitive, tech-based solutions. We emphasize a modern, customer-centric approach, offering competitive rates, a diverse range of products, and rapid turnaround times. Committed to delivering a world-class experience for our broker partners, we streamline the lending process to ensure a smooth journey from application to closing.

Our core values, Thrive Together, Act Like an Owner, and Exceed Expectations, cultivate a collaborative, high-performance culture that drives our pursuit to become the undeniable leader in mortgage lending. Lendz is proud to be Great Place to Work certified and recognized as a Scotsman Guide Top Workplace

Lendz Financial is seeking an analytical and detail-oriented Lock Desk Manager & PPE Administrator to join our growing Secondary Markets team. This role is responsible for leading a team of three Lock Desk Specialists while administering and optimizing the technology that powers our mortgage pricing platform, ensuring our pricing engine, rate sheets, and pricing configurations remain accurate, efficient, and aligned with business objectives.

As the manager of the Lock Desk team and primary administrator of our Optimal Blue pricing engine, you'll play a critical role in overseeing daily lock desk operations and maintaining the systems that support our loan pricing strategy. You'll provide leadership, training, and guidance to the Lock Desk Specialists while partnering closely with Secondary Marketing, Operations, Product, and Technology teams to configure pricing, troubleshoot issues, implement enhancements, and continuously improve the tools and processes that drive our business.

This is an ideal opportunity for someone who understands mortgage pricing, enjoys leading and developing a team, excels at solving technical challenges, and thrives at the intersection of mortgage operations and technology.

This is a fully remote position within a distributed team environment.

What You'll Do

• Manage, support, and develop a team of three Lock Desk Specialists, providing day-to-day leadership, training, coaching, and performance feedback
• Oversee daily lock desk operations to ensure rate locks, extensions, relocks, cancellations, and other lock-related requests are processed accurately and efficiently
• Establish and maintain lock desk procedures, service standards, and quality controls
• Monitor team workloads, prioritize requests, and provide escalation support for complex pricing and lock-related issues
• Serve as the primary administrator for Lendz's Optimal Blue pricing engine, maintaining pricing configurations, rate sheets, loan products, and business rules
• Configure and maintain pricing adjustments, eligibility rules, and loan product settings to support business objectives
• Ensure pricing data is accurate, timely, and aligned with company pricing strategies
• Monitor pricing engine performance and proactively identify discrepancies or system issues
• Troubleshoot pricing-related system issues and collaborate with internal stakeholders and third-party vendors to resolve them
• Support new product launches and pricing enhancements by configuring, testing, and validating system changes
• Build, maintain, and validate pricing logic using system configuration tools and business rules
• Analyze pricing data using Microsoft Excel, including Pivot Tables, formulas, lookups, and data validation techniques
• Assist with user acceptance testing (UAT) for system updates, releases, and new functionality
• Create and maintain system documentation, configuration guides, lock desk procedures, and process documentation
• Collaborate with Secondary Marketing, Operations, Product, and Technology teams to improve workflows, automate processes, and enhance system efficiency
• Stay current on mortgage pricing technology, investor requirements, and industry best practices
• Support day-to-day Secondary Market operations

What We're Looking For

• 3+ years of experience in Secondary Marketing, mortgage pricing, capital markets, lock desk operations, or mortgage pricing technology
• Previous experience leading, supervising, or mentoring a lock desk or Secondary Marketing team preferred
• Hands-on experience administering or configuring Optimal Blue or another mortgage pricing engine, such as Polly, LoanPASS, or Lender Price
• Strong understanding of mortgage pricing, rate locks, rate sheets, pricing adjustments, loan products, and pricing logic
• Experience working with mortgage loan origination systems; Encompass experience preferred
• Strong Microsoft Excel skills, including Pivot Tables, IF statements, VLOOKUP/XLOOKUP, filtering, and data analysis
• Comfortable configuring business rules, testing system changes, and troubleshooting pricing or system issues
• Strong leadership, analytical, organizational, and problem-solving skills with exceptional attention to detail
• Ability to manage a team and multiple priorities while working independently in a fast-paced, remote environment
• Strong written and verbal communication skills with the ability to collaborate across departments
• Experience supporting system implementations, integrations, or technology enhancements is a plus
• Familiarity with APIs, SQL, or data mapping is preferred but not required
• High school diploma or equivalent required

What We Offer

• Highly subsidized medical insurance
• Low-cost dental and vision insurance
• 401(k) program
• Health Savings Account (HSA)
• Generous paid time off and company holidays
• Ongoing training, mentorship, and professional development opportunities
• A collaborative, supportive work environment that values ownership and growth