Secondary Markets Technology Specialist

Lendz Financial

Secondary Markets Technology Specialist administering Optimal Blue pricing engine at Lendz Financial. Maintaining pricing configurations and collaborating with various teams to enhance mortgage pricing strategies.

Posted 7/30/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in administering and configuring mortgage pricing engines, particularly Optimal Blue, while ensuring accurate pricing data and compliance with business objectives. Proficient in data analysis and collaboration across departments to enhance system efficiency and support product launches.

Highest-signal resume keywords

Optimal Blue AdministrationMortgage Pricing TechnologyMicrosoft Excel ProficiencySecondary Marketing ExperienceBusiness Rules Configuration

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Pricing LogicRate SheetsPricing AdjustmentsLoan ProductsData AnalysisUser Acceptance TestingTroubleshootingSystem DocumentationData Validation TechniquesAPIs

Soft Skills

Analytical SkillsOrganizational SkillsProblem-Solving SkillsAttention to DetailCommunication Skills

Tools & Technologies

EncompassPivot TablesSQLData MappingLoanPASSLender PricePolly

Industry Keywords

Capital MarketsMortgage PricingSecondary Market OperationsInvestor RequirementsIndustry Best Practices

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Serve as the primary administrator for Lendz's Optimal Blue pricing engine, maintaining pricing configurations, rate sheets, loan products, and business rules
Configure and maintain pricing adjustments, eligibility rules, and loan product settings to support business objectives
Ensure pricing data is accurate, timely, and aligned with company pricing strategies
Monitor pricing engine performance and proactively identify discrepancies or system issues
Troubleshoot pricing-related system issues and collaborate with internal stakeholders and third-party vendors to resolve them
Support new product launches and pricing enhancements by configuring, testing, and validating system changes
Build, maintain, and validate pricing logic using system configuration tools and business rules
Analyze pricing data using Microsoft Excel, including Pivot Tables, formulas, lookups, and data validation techniques
Assist with user acceptance testing (UAT) for system updates, releases, and new functionality
Create and maintain system documentation, configuration guides, and process documentation
Collaborate with Secondary Marketing, Operations, Product, and Technology teams to improve workflows, automate processes, and enhance system efficiency
Stay current on mortgage pricing technology, investor requirements, and industry best practices
Support day-to-day Secondary Market operations

Requirements

What you’ll need

3+ years of experience in Secondary Marketing, mortgage pricing, capital markets, or mortgage pricing technology
Hands-on experience administering or configuring Optimal Blue or another mortgage pricing engine (such as Polly, LoanPASS, or Lender Price)
Strong understanding of mortgage pricing, rate sheets, pricing adjustments, loan products, and pricing logic
Experience working with mortgage loan origination systems (Encompass experience preferred)
Strong Microsoft Excel skills, including Pivot Tables, IF statements, VLOOKUP/XLOOKUP, filtering, and data analysis
Comfortable configuring business rules, testing system changes, and troubleshooting pricing or system issues
Strong analytical, organizational, and problem-solving skills with exceptional attention to detail
Ability to manage multiple priorities while working independently in a fast-paced, remote environment
Strong written and verbal communication skills with the ability to collaborate across departments
Experience supporting system implementations, integrations, or technology enhancements is a plus
Familiarity with APIs, SQL, or data mapping is preferred but not required
High school diploma or equivalent required.

Benefits

Comp & perks

Highly subsidized medical insurance
Low-cost dental and vision insurance
401(k) program
Health Savings Account (HSA)
Generous paid time off and company holidays
Ongoing training, mentorship, and professional development opportunities
A collaborative, supportive work environment that values ownership and growth