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Optimal Blue Jobs (NOW HIRING)

SummitHR

Mortgage Client Coordinator

Phoenix, AZ · On-site

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 ...

Huntington

Lock Desk Specialist

Columbus, OH · Hybrid

Supports Lock Desk/Optimal Blue Manager and Capital Markets Management as needed. * Other duties as assigned Basic Qualifications: * High school diploma or equivalent * 1 plus years' Experience in ...

Huntington

Lock Desk Specialist

Tupelo, MS · Hybrid

Supports Lock Desk/Optimal Blue Manager and Capital Markets Management as needed. * Other duties as assigned Basic Qualifications: * High school diploma or equivalent * 1 plus years' Experience in ...

Huntington

Lock Desk Specialist

Youngstown, OH · Hybrid

Supports Lock Desk/Optimal Blue Manager and Capital Markets Management as needed. * Other duties as assigned Basic Qualifications: * High school diploma or equivalent * 1 plus years' Experience in ...

Huntington

Lock Desk Specialist

Detroit, MI · Hybrid

Supports Lock Desk/Optimal Blue Manager and Capital Markets Management as needed. * Other duties as assigned Basic Qualifications: * High school diploma or equivalent * 1 plus years' Experience in ...

Huntington

Lock Desk Specialist

Columbus, OH · Hybrid

Supports Lock Desk/Optimal Blue Manager and Capital Markets Management as needed. Other duties as assigned Basic Qualifications: High school diploma or equivalent 1 plus years' Experience in Function ...

Huntington

Lock Desk Specialist

Columbus, OH · Hybrid

Supports Lock Desk/Optimal Blue Manager and Capital Markets Management as needed. * Other duties as assigned Basic Qualifications: * High school diploma or equivalent * 1 plus years' Experience in ...

Huntington

Lock Desk Specialist

Byron Center, MI · Hybrid

Supports Lock Desk/Optimal Blue Manager and Capital Markets Management as needed. * Other duties as assigned Basic Qualifications: * High school diploma or equivalent * 1 plus years' Experience in ...

Huntington

Lock Desk Specialist

Detroit, MI · Hybrid

Supports Lock Desk/Optimal Blue Manager and Capital Markets Management as needed. * Other duties as assigned Basic Qualifications: * High school diploma or equivalent * 1 plus years' Experience in ...

SummitHR

Mortgage Client Coordinator

Phoenix, AZ · On-site

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 ...

Huntington

Lock Desk Specialist

Dallas, TX · Hybrid

Supports Lock Desk/Optimal Blue Manager and Capital Markets Management as needed. * Other duties as assigned Basic Qualifications: * High school diploma or equivalent * 1 plus years' Experience in ...

CEDENT

Blue Yonder Technical Consultant

$40 - $60/hr

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 ...

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Optimal Blue information

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 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:
What job categories do people searching Optimal Blue jobs look for? The top searched job categories for Optimal Blue jobs are:
Optimal Blue jobs near you
Infographic showing various Optimal Blue job openings in the United States as of May 2026, with employment types broken down into 2% As Needed, 78% Full Time, 13% Part Time, and 7% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution.
Mortgage Client Coordinator

Mortgage Client Coordinator

SummitHR

Phoenix, AZ • On-site

Full-time

Posted 2 days ago

Job description

Essential Duties:

  • Oversees multiple aspects of origination, file management, communication, and the overall customer experience for their assigned LMP.
  • Obtains and ensure all pieces of the loan documentation are complete and reviews for accuracy.
  • Reviews loan documentation inputted by LMP for data integrity.
  • Acts as a liaison with staff and departments to ensure borrower documentation necessary to qualify is collected and 'pre-underwrites' the file, assuming what conditions will be needed prior to the file being underwritten.
  • Assists LMP in evaluating possible loan scenarios and determines which financial products and investment options meet the borrower's unique needs and financial situation.
  • Prepares FHA, VA, Conventional and other loan programs such as USDA, Home Equity Line of Credit, 2nd Mortgages, Home Improvement loans, Down Payment Assistance, and Bond Programs as well as Reverse Mortgages for submission to Underwriting.
  • Proficient in analyzing the application, credit report, income, assets, liabilities, and collateral documentation for accuracy.
  • Ensures that all documentation required to meet all investor guidelines prior to submitting the file to Mortgage Underwriter for review and acceptance.
  • Orders, follows up and obtains all third-party verifications required for loans submission including but not limited to: Verification of Employment, 4506T, Appraisal, Title, Credit Reports/Credit Supplements, Hazard Insurance and Flood Certifications.
  • Ensures that all Federal and State disclosures are issued correctly and signed and dated by all applicable parties.
  • Enters and audits all information and documentation in the Company's LOS to guarantee accuracy.
  • Submits loan through Automated Underwriting System (AUS) to ensure the validation of the loan documentations against the automated underwriting findings and calculating funds required to close.
  • Provides applicants for first-lien loans with a copy of the appraisal, as well as other written valuations, at least three business days before consummation.

Qualifications:

  • High School Diploma or GED equivalent required.
  • Minimum of 3 years' experience in lending field in the financial industry preferred.
  • Active Loan Mortgage Originator License through NMLS required in all states in which loans originated preferred.
  • Previous sales and administrative support preferred.
  • Experience submitting loans to multiple investors preferred.
  • 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 skills to include Excel, Word, and Microsoft Outlook.
  • Knowledge of operating standard office equipment.
  • Excellent written and verbal communication skills.
  • Strong customer service to internal and external customers.
  • Ability to develop positive relationships.
  • Able to manage multiple tasks and deadlines in a fast-paced environment.
  • Ability to read, analyze, and interpret financial data.
  • Working knowledge of real estate transactions requirements of Federal and State agencies.

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Job Posted by ApplicantPro
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About SummitHR

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SummitHR makes a commitment to our clients and candidates to listen to your goals and ideas. We deliver innovative solutions that prove a personal understanding of the culture, vision and brand you represent. We offer dynamic solutions, because We are committed to your success.

Industry

Recruiting and staffing services

Company size

1 - 10 Employees

Headquarters location

Alhambra, CA, US

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