Optimal Blue, is a leading provider of secondary market solutions and actionable data services, delivers even more innovative and integrated solutions to transform the mortgage and secondary market industries.
LOCATION
Highly prefer candidates work from our Plano, TX office. Local candidates will have flexibility to work remote up to three days per week. Non-local candidates may work remotely with expected travel to the Plano, TX office up to once per year.
SUMMARY
Reading, interpreting, inputting, and maintaining mortgage investor product matrices, underwriting guidelines, rate sheets and bulletins in a proprietary product and pricing engine system.
RESPONSIBILITIES
- Responsible for managing investor guideline and rate sheet information and analyzing the content to ensure accuracy prior to implementing them in the system
- Implements and maintains investor products definitions and attributes
- Implements and maintains investor underwriting guidelines, rate sheet adjustments and SRP schedules Reviews investor rate sheet and guideline updates via comparisons software to determine if changes to the system are required
- Tests tasks and functionality of content data, and conducts audits as necessary
- Identifies specialty products and non-QM products to determine whether those products can be supported
- May be responsible for other miscellaneous projects
- Performs other related duties as assigned
MINIMUM REQUIREMENTS
- Bachelor’s degree or the equivalent combination of education, training, and work experience
- Requires 0-3 years of business or related work experience
PREFERRED QUALIFICATIONS
- Mortgage industry experience; underwriting, secondary marketing, or origination industries
- Strong quantitative skills with solid grounding in basic mathematical concepts
- Knowledge of mortgage underwriting or origination industries and/or financial services industry preferred. Understanding of data integrity, including data extraction, manipulation, analysis, and reporting
- Outstanding verbal and written communication skills to technical and non-technical audiences of various levels within the organization (e.g., executive, management, individual contributors) as well as outside the organization
- Excellent analytical, decision-making, problem-solving, interpersonal, team, customer service, negotiation, and time management skills
- Ability to work independently while delivering high-quality work and meeting planned deadlines
- Possesses a good understanding of technologies required to support products
- Familiar with competitors and their products
- Strong attention to detail
Business Unit:OB – Product & Pricing Engine (PPE)
FLSA Designation (US Only):Exempt
Salary Range (US Only):The estimated base salary range for this role in the United States is $56,000.00 – $84,000.00 per year. For compliance with local legislation, and to provide greater transparency to applicants, we share salary ranges on all job postings regardless of the desired hiring location or whether the position is remote. The posted range is an estimate and reflects many factors which are subject to change. Final offer amounts may vary from the amounts listed above, based upon geographic location, candidate experience and expertise, and other relevant factors.
Other Compensation (US Only):Not Applicable
Benefits (US Only):Full time employees will also be eligible for enrollment in a wide range of choices of benefits , including medical, dental, vision, basic life insurance, short/long term disability, 401(k) participation (with company match).
Time off (US Only):The Company provides a minimum of 10 days of vacation for new employees , sick time based on state requirements, 8 Company-paid holidays and 2 personal holidays per year.
Perseus, an operating group of Constellation Software Inc., acquires independently managed software companies around the world. It provides them with the strategic guidance and financial security they need to become leaders within their respective markets.