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HL Secondary Lock Desk Analyst

Job in Phoenix, Maricopa County, Arizona, 85003, USA
Listing for: Columbia Bank
Full Time position
Listed on 2026-01-09
Job specializations:
  • Finance & Banking
    Financial Analyst
Job Description & How to Apply Below

JOB SUMMARY

Analyst will play a critical role within the Secondary Marketing Team and will be responsible for administrative management and testing within the Pricing Engine and loan origination system in addition to managing policy and procedural updates for the Mortgage Lock Desk. Will also facilitate locking of loans and associated profile changes and requests on a daily basis.

Essential Functions
  • Manage and coordinate administrative functions within Optimal Blue. Process and complete eligibility and pricing changes, form creation, integrated system mapping and implementation of custom lock desk policy and fields. Serve as primary backup for Pricing Manager.
  • Primary point of contact for all testing related needs in relation to investor and/or internal pricing implementation including margin management.
  • Identify potential or existing delays in Lock Desk process, investigate root causes, and collaborate with relevant parties to test and implement timely solutions.
  • Recommend and implement strategies to streamline Lock Desk workflows, improve efficiency, and reduce errors and delays.
  • Prepare daily rate sheets and day to day reports. Prepare and submit daily and monthly remittances within deadlines.
  • Responsible for pricing loan products and locking loans with investors. Complete changes to locked loans and updating investors as necessary.
  • Responsible for providing product information to Loan Officers and helping ensure proper enforcement of all pricing related policies and exceptions.
  • Performs related duties as assignment by management.
About You
  • Bachelor's degree in business administration, finance, a related field, or equivalent work experience (Preferred)
  • 7+ years of experience with Secondary Marketing, Lock Desk, and or Bank Treasury or Finance. (Required)
  • Previous administrative experience within Optimal Blue or other standard industry Pricing Engine.
  • Possess an advanced understanding of mortgage loan products and Loan Level Price Adjustments.
  • Deep familiarity with LOS management regarding pricing related fields, secondary registration, locking procedure and persona access.
  • Knowledge of effective Secondary Marketing Policies and Procedures.
  • Ability to work effectively with individuals and groups across the Bank.
  • Demonstrated accountability, dependability, initiative and an ability to effectively prioritize multiple competing tasks to ensure optimal results.
  • Proven ability to “think outside the box” when solving problems.
  • Proficiency with personal computers and related software packages such as Word and Excel.
  • Effective written and verbal communication and presentation skills.

The pay range for this role is $22.00 to $24.00.

The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.

Primary

Location:

Ability to work fully onsite at posted location(s).

6610 SW Cardinal Lane 3rd Floor Tigard OR 97224

Our Benefits:

We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.

We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays.

Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

Our Commitment to Diversity:

Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national…

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