Within this role, you will be responsible for day-to-day locking of mortgage loans. Your primary responsibilities will be to accurately register and record rate lock information, understand and relay investor policies to the Sales team, and to thoroughly comprehend and convey the pricing for all mortgage products. Maintaining a customer-service focus in a time-sensitive and deadline-driven environment will be critical to success.



  • Completely review, process, lock, extend and revise mortgage rate lock requests submitted by mortgage loan officers or operations team members.
  • Evaluate and confirm pricing upon receipt, on each lock request, to ensure accuracy.
  • Analyze and resolve associated operational issues with rate lock mismatches.
  • Process and record rate lock modifications making certain that pricing is exact and falls within guideline parameters.
  • Performs other duties as assigned by secondary marketing manager.


  • Bachelor's degree is required preferably in Accounting, Finance or Economics.
  • Excellent analytical, reporting, communication and written skills are required.
  • With advance Microsoft excel skills
  • Ability to work well within a team environment and take constructive feedback/coaching on a consistent basis
  • US Mortgage lending knowledge is a plus.


  • Experience with Lending QB/Price My Loan is a plus.
  • Working knowledge of FNMA, FHLMC, FHA, VA and other secondary marketing investor guidelines is a plus.
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