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Optimal Blue Jobs (NOW HIRING)

Experience with Encompass/Optimal Blue/DU/LP and major origination systems preferred. * Working knowledge of mortgage loan process, FNMA, FHA, VA, RD, USDA, and SAFE ACT guidelines. * Proficient PC ...

Experience with Encompass/Optimal Blue/DU/LP and major origination systems preferred. * Working knowledge of mortgage loan process, FNMA, FHA, VA, RD, USDA, and SAFE ACT guidelines. * Proficient PC ...

Supply Planning & Optimization * Scenario Planning (CFSP) * Experience in large-scale supply chain transformation programs * Strong knowledge of constraint-based planning & solver-driven models ...

Top Skills: * 5+ years of techno functional experience in JDA/Blue Yonder Demand, fulfillment and Order optimization Modules * Strong Oracle / PL/SQL skills or large database experience (oracle is ...

Sales Support Specialist II

Phoenix, AZ · On-site

$20.50 - $27.75/hr

Be proficient in Optimal Blue (OB) production and OB sandbox in order to guide loan officers through pricing scenarios. * Train new loan officers on Bell niche products and investor guidelines.

New

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Optimal Blue information

What does the company Optimal Blue do?

Optimal Blue is a technology company that provides loan origination and secondary marketing automation solutions for the mortgage industry. Its platform helps lenders manage product eligibility, pricing, and lock management efficiently, often requiring knowledge of mortgage processes and software tools. The company supports streamlining workflows and improving compliance in mortgage lending operations.

What is the highest paying job in the mortgage industry?

In the mortgage industry, senior executive roles such as Chief Executive Officer (CEO) or Chief Operating Officer (COO) typically have the highest salaries, often exceeding six figures annually. These positions require extensive experience, leadership skills, and industry knowledge, and they oversee company operations and strategic planning.

Who is the CEO of Optimal Blue?

Optimal Blue is a company that provides mortgage automation solutions, and as of October 2023, the CEO is Scott Happ. Leadership roles like CEO are typically listed on the company's official website or recent press releases.

What are the key skills and qualifications needed to thrive in the Optimal Blue position, and why are they important?

To thrive in a role specializing in Optimal Blue, such as an Optimal Blue Administrator or Specialist, candidates should have a strong background in mortgage banking, secondary marketing, or financial services along with proficiency in pricing and product eligibility systems. Experience with the Optimal Blue loan origination software, product and pricing engine (PPE), and relevant certifications or training are highly valued. Strong analytical skills, attention to detail, and effective communication are essential soft skills to excel in this environment. Possessing these competencies allows professionals to optimize loan pricing strategies and ensure compliance, greatly impacting profitability and efficiency in mortgage operations.

What job makes $1,000,000 a year?

High-level executive roles such as CEOs, CFOs, and other C-suite positions in large corporations can earn $1,000,000 or more annually, often including bonuses and stock options. Additionally, successful entrepreneurs, top investment bankers, and certain specialized professionals in finance or technology may reach this income level with significant experience and performance.

What is an Optimal Blue job?

An Optimal Blue job typically refers to a role at Optimal Blue, a fintech company specializing in mortgage automation and secondary marketing solutions. Employees at Optimal Blue often work in technology, data analytics, client support, or finance-related positions to help lenders optimize pricing and risk management. Roles may range from software development and data engineering to account management and client success. The company focuses on improving loan pricing automation and secondary market transactions for mortgage lenders.

What are the typical daily responsibilities for someone working in an Optimal Blue Administrator or Specialist position?

As an Optimal Blue Administrator or Specialist, your daily responsibilities include managing and updating loan product pricing, configuring investor guidelines, troubleshooting system issues, and supporting loan officers and secondary marketing staff. You’ll often work closely with IT teams, compliance officers, and loan originators to ensure the pricing engine functions smoothly and accurately reflects current market conditions. Additionally, you may be involved in onboarding new users, providing training, and maintaining documentation for audit and compliance purposes. This role is vital in enabling mortgage lenders to stay competitive while meeting regulatory requirements.

More about Optimal Blue jobs
What cities are hiring for Optimal Blue jobs? Cities with the most Optimal Blue job openings:
What are the most commonly searched types of Optimal Blue jobs? The most popular types of Optimal Blue jobs are:
What states have the most Optimal Blue jobs? States with the most job openings for Optimal Blue jobs include:
Infographic showing various Optimal Blue job openings in the United States as of July 2026, with employment types broken down into 2% As Needed, 73% Full Time, 11% Part Time, 13% Contract, and 1% Nights. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution.
Mortgage Loan Originator

Mortgage Loan Originator

Citizens Bank - WI

East Troy, WI • On-site

Full-time

This job post has expired today. Applications are no longer accepted.


Job description

At Citizens Bank we help people, businesses, and communities achieve financial success to build a better future. We hope you will consider joining our team. We are seeking a Mortgage Loan Originator to join our team.

Description:

As a Mortgage Loan Originator, you are responsible for generating new business leads by actively building relationships within the community. Mortgage Loan Originators guide customers through the mortgage process, from initial discussions to loan closing

Business Hours:

Typical work week is M-F 8:15am-5pm, flexibility required to meet customer needs

*Hours may vary based on business needs

This position may be located at any one of our branch locations.

Duties and Responsibilities:

  • Build and maintain relationships with customers, referral sources, and industry professionals to generate leads and foster business growth.
  • Meet with customers to understand their financial situation, goals, and preferences.
  • Recommend suitable loan products based on customer’s needs and qualifications.
  • Assist customers with completing loan applications and gather necessary documentation.
  • Evaluate customer’s financial status, credit history, and debt-to-income ratio to determine loan eligibility with a thorough understanding of loan documentation criteria.
  • Ensure compliance with all relevant regulations and guidelines.
  • Actively promote other Bank products and services as appropriate to the customer’s situation.
  • Maintain regular communication with customers, real estate agents, and other parties involved in the transaction to provide updates and address any concerns.
  • Resolve any issues or challenges that arise during the loan process to ensure a smooth closing.
  • Achieve KPIs as established by Bank leadership.
  • Any other duties as assigned.

Requirements:

  • NMLS registry.
  • 2 years of relevant mortgage lending experience at a financial institution or mortgage company.
  • Strong understanding of mortgage products, regulations, and market trends
  • Excellent communication and interpersonal skills.
  • Valid Driver’s License.
  • Reliable transportation for travel between Branch Locations and Closings.
  • Microsoft Office competent.
  • Knowledge of Encompass and Optimal Blue software is a plus.
  • Bachelor’s degree in Finance, Business Administration, or a related field (preferred).
  • Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act and the requirements of the Office of Foreign Assets Control. Additionally, all employees must follow policies and procedures to minimize risk by exercising good judgment, raising questions to management, and adhering to policy guidelines

Critical Competencies:

  • Accountability
  • Loyalty
  • Collaboration
  • Relationship Selling

****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities****

Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf