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PPE Tech Support Specialist

Role overview

Qualifications

  • Minimum of two years of mortgage pricing experience with technical proficiency administering mortgage technology platforms.
  • Experience supporting secondary marketing or lock desk operations using product and pricing technology.
  • Familiarity with the Optimal Blue Product and Pricing Engine (PPE) preferred.
  • Strong customer service orientation with attention to detail and excellent communication skills.

Responsibilities

  • Supports Emerging/Inside Sales Clients via chat, email, and calls; serves as a liaison between end-users of the Product and Pricing Engine (PPE) and Optimal Blue to ensure issue resolution and timely responses.
  • Tracks and identifies business trends that could jeopardize customer accounts and communicates trends and operational issues to internal teams such as sales or client success.
  • Maintains up-to-date knowledge of the PPE and provides training to clients on enhancements, new systems, or procedures.
  • Ensures timely completion of assigned projects while performing day-to-day customer support and meeting performance metrics.

About the company

Optimal Blue logo

Optimal Blue

Mortgage & Real Estate Finance

Optimal Blue effectively bridges the primary and secondary mortgage markets to deliver the industry’s only end-to-end capital markets platform. The company helps lenders of all sizes and scopes operate profitably and efficiently so they can fulfill the momentous role of helping American borrowers achieve the dream of homeownership, regardless of market dynamics. Through innovative technology, a network of interconnectivity, rich data insights, and expertise gathered over more than 20 years, Optimal Blue is an experienced partner that allows lenders to optimize their advantage from pricing accuracy to margin protection, and every step in between. To learn more, visit OptimalBlue.com.

Company details

IndustryMortgage & Real Estate Finance
Company size201 - 500

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Job description

PPE Technical Support Specialist

Summary:

As a member of the PPE Technical Support team, the PPE Technical Support Specialist provides users of the Optimal Blue Product and Pricing Engine with excellent customer service, issue resolution and education/training on new product updates and enhancements.

The target base pay for this position is $80,000.

Responsibilities:

  • Supports Emerging/Inside Sales Clients via chat messaging, email, telephone/video calls.
  • Serves as liaison between end-users of the Product and Pricing engine and Optimal Blue to ensuring issue resolution, timely responses to questions and overall system support.
  • Track and identify business trends that could result in potential jeopardy of the customer account.
  • Communicates business trends and/or operational issues or other information that may impact client satisfaction with the appropriate internal parties like sales or client success.
  • Maintains ongoing knowledge of the system to ensure appropriate level of customer service and issue resolution.
  • Plays a key role in the training of clients on enhancements, new systems, or procedures.
  • Consults with senior peers on non-complex projects to learn through experience.
  • Achieves satisfactory ratings for all performance metrics i.e. β€œRules of the Road” or other communicated requirements.
  • Ensures timely completion of assigned projects while performing day-to-day customer support.

Requirements:

  • Minimum of two (2) years of mortgage pricing experience, with demonstrated technical proficiency administering mortgage technology platforms.
  • Experience supporting secondary marketing or lock desk operations using product and pricing technology.
  • Familiarity with the Optimal Blue Product and Pricing Engine (PPE) preferred.
  • Strong customer service orientation, with the resilience to navigate complex scenarios; high attention to detail and a client-focused mindset.
  • Demonstrated ability to learn quickly and adapt to change, with a strong interest in a technology-focused role.
  • Ability to follow established processes and procedures.
  • Strong analytical and problem-solving skills.
  • Excellent verbal and written communication skills.

FLSA Designation (US Only):

Exempt

Salary Range:

The estimated base salary range for this role is USD$72,000.00 - USD$88,000.00 per year. We include salary ranges in job postings only where required by applicable pay transparency laws, based on the jurisdictions in which the role may be performed. The posted range is a good faith estimate and reflects factors that are subject to change. Final offer amounts may vary based on job-related factors, including work location, candidate experience and expertise, and other relevant considerations.

Other Compensation (US Only):

This role will also be eligible for participation in a Company profit sharing bonus plan. Plan details will be provided to you upon hire.

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.

We recognize the value and importance of diversity and inclusion in our communities and in the workplace. We celebrate diversity and one of our goals as an employer is to create an inclusive work environment for all employees. We are an equal opportunity employer and do not discriminate against any employee or applicant because of race, religion, sex, sexual orientation including gender identity or expression, pregnancy, national origin, age, marital status, veteran status, disability status, or any other category or characteristic protected by law.

Applicants with disabilities who would like to require a reasonable accommodation related to any part of the application process may contact us at Perseus_HR@constellationhbs.com.

NOTE: If an applicant is selected to receive a conditional offer of employment, and in accordance with applicable law, a criminal background check may be conducted before the offer becomes final and employment begins. Pursuant to the San Francisco Fair Chance Ordinance, and other applicable laws, we will consider for employment qualified applicants with arrest and conviction records.

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
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