Note: The job is a remote job and is open to candidates in USA. Rate is one of the nation’s top retail mortgage lenders, delivering a seamless, tech-driven experience that helps customers reach their homeownership and financial goals. The Exception Desk Coordinator works closely with Sales, Sales Management, and Secondary Marketing to review, analyze, and decision pricing requests that fall below contractual pricing targets, supporting accurate pricing execution and contributing to an efficient, customer-focused exception process.

Responsibilities

• Review and analyze pricing requests that are outside standard or contractual pricing targets
• Investigate loan files to identify, document, and resolve pricing discrepancies and inaccuracies
• Approve pricing exceptions within established guidelines and tolerance levels
• Partner with Secondary management to communicate discrepancies, trends, and process issues in a proactive and logical manner
• Manage Exception Request mailboxes and call queues, ensuring timely and professional responses to internal stakeholders
• Provide excellent customer service to Sales, Sales Management, and other internal partners
• Escalate issues and recommend process improvements where appropriate

Skills

• Bachelor's degree in business, finance, economics, or related field preferred (or equivalent work experience)
• Strong math and analytical skills with high attention to detail
• Ability to work accurately in a fast-paced, deadline-driven environment
• Strong written and verbal communication skills
• Above-average computer skills; ability to learn new systems quickly
• Mortgage industry experience is not required but is beneficial
• Experience with Optimal Blue and Encompass
• Proficiency with Microsoft Office, particularly Excel
• Exposure to or experience with Tableau or similar reporting/BI tools

Benefits

• Eligibility to participate in a company-sponsored 401(k)
• Vacation benefits
• Eligibility for medical, dental, vision, and prescription drug benefits
• Flexible benefits (e.g., healthcare and/or dependent day care flexible spending accounts)
• Life insurance and death benefits
• Critical care insurance
• Personal accidental insurance
• Commuter benefits
• Pet insurance
• Certain time off and leave of absence benefits
• Well-being benefits (e.g., employee assistance program)
• Other supplemental benefits (e.g. legal planning assistance; identity theft protection; pet insurance; wellness resources)

Company Overview

Company H1B Sponsorship