Mortgage Pricing Specialist

17 hours ago


Dallas, Texas, United States Polly Full time
About the Role:

We are seeking a highly motivated and experienced professional to join our team as a Mortgage Pricing Specialist. In this role, you will be responsible for proactively cross-selling and upselling products and services to existing clients, identifying opportunities to expand relationships and increase revenue.

Key Responsibilities:

* Build and nurture strong executive relationships with key clients to drive engagement and position the company as a trusted partner.
* Mentor and coach other Account Managers to uplevel their approach, mindset, skillset, and other areas to flourish and excel in their role.
* Perform ad hoc tasks as requested by management.
* Compose thoughtful, personalized responses for a variety of customer requests.
* Make active contributions to help achieve team goals and successes.

Requirements:

* At least 5 years of experience in Account Management and 2 years of management experience.
* Understanding of mortgage is strongly preferred.
* Past experience in Enterprise Saas sales.
* Excellent written and verbal communication skills.
* Strong interest in learning about Fintech.
* An entrepreneurial attitude with a strong desire to be an early and integral piece of a fast growing start-up.
* An eagerness, willingness and ability to learn about mortgage capital markets and Polly's software offerings.
* Passionate about customer support and about the role it plays in making a customer-centric team successful.
* Highly motivated, resilient and a tenacious passion for winning.
* Ability to communicate technical problems in a elegant and tactful way.
* Empathy, diplomacy, tact, and poise under pressure when working through customer issues.

About Polly:

Polly is transforming the mortgage industry with its modern, data-driven capital markets ecosystem. Banks, credit unions, and mortgage lenders nationwide trust Polly's revolutionary Product and Pricing Engine (PPE), Loan Trading Exchange, and actionable data and analytics to automate and optimize the entire capital markets value chain, helping their secondary teams operate faster, smarter, and more profitably.

Polly was founded in 2019 by a seasoned team of technology and mortgage experts and is headquartered in San Francisco, California. We value drive for excellence, independent thinking, teamwork and curiosity. We offer competitive salaries, 100% paid medical/vision/dental/disability/life insurance, unlimited PTO, and a hybrid environment with 3x weekly in an innovation center in San Francisco or Dallas.

  • Dallas, Texas, United States Polly Full time

    About the Role:Polly is seeking a highly motivated and experienced Account Manager to join our team. As a key member of our sales team, you will be responsible for building and nurturing strong relationships with our clients, identifying opportunities to expand our presence in the mortgage industry, and driving revenue growth.Key Responsibilities:*...


  • Dallas, Texas, United States Mutual of Omaha Mortgage Full time

    Job OverviewThis is a fantastic opportunity to launch your career in the reverse mortgage industry with Mutual of Omaha Mortgage's 12-month development program.As a Reverse Mortgage Originator Development Program Specialist, you will have the chance to work with retirees to strategically improve the sustainability of their retirement income.Key...


  • Dallas, Texas, United States New American Funding Full time

    About the RoleWe are seeking a highly motivated and experienced Mortgage Loan Officer to join our team at New American Funding. As a Mortgage Loan Officer, you will be responsible for building strong relationships with customers, analyzing their financial situations, and providing personalized loan solutions.Key ResponsibilitiesBuild and maintain strong...


  • Dallas, Texas, United States New American Funding Full time

    About the RoleWe are seeking a highly skilled Mortgage Loan Officer to join our team at New American Funding. As a Mortgage Loan Officer, you will be responsible for building rapport with customers, analyzing their financial situations, and providing personalized loan solutions.Key ResponsibilitiesBuild strong relationships with customers to understand their...


  • Dallas, Texas, United States U.S. Bank Full time

    Mortgage Loan Originator Job DescriptionAt U.S. Bank, we're committed to helping our customers and businesses make informed financial decisions. As a Mortgage Loan Originator, you'll play a critical role in originating mortgage loans in assigned non-bank territories.Key Responsibilities:Take applications and conduct preliminary underwriting reviewsSubmit...


  • Dallas, Texas, United States New American Funding Full time

    About the RoleWe are seeking a highly motivated and experienced Mortgage Loan Officer to join our team at New American Funding. As a Mortgage Loan Officer, you will be responsible for building strong relationships with customers, analyzing their financial situations, and providing personalized loan solutions to meet their needs.Key ResponsibilitiesBuild...

  • Mortgage Underwriter

    4 weeks ago


    Dallas, Texas, United States Russell Tobin Full time

    Job Title: Credit SpecialistAbout the Role:Russell Tobin is seeking a skilled Credit Specialist to join our team. As a Credit Specialist, you will play a critical role in evaluating loan risk and supporting sellers while ensuring compliance with company guidelines.Key Responsibilities:Assess mortgage loans for compliance with company guidelinesRecommend...


  • Dallas, Texas, United States American Heritage Lending Inc Full time

    Job Title: Wholesale Mortgage Account ExecutiveAmerican Heritage Lending, LLC is seeking a highly skilled and motivated Wholesale Mortgage Account Executive to join our team. As a key member of our sales team, you will be responsible for building and maintaining strong relationships with mortgage brokers, providing exceptional customer service, and driving...


  • Dallas, Texas, United States U.S. Bank Full time

    Job SummaryU.S. Bank is seeking a skilled Mortgage Loan Originator to join our team. As a Mortgage Loan Originator, you will be responsible for originating mortgage loans in an assigned non-bank territory. This includes taking applications, conducting preliminary underwriting reviews, and submitting loan applications to processing and underwriting for...


  • Dallas, Texas, United States IT Associates Full time

    Job Summary:We are seeking a highly skilled Mortgage Banking Professional to join our team at IT Associates. As a Mortgage Warehouse Specialist, you will be responsible for file-level activity related to individual loan fundings, including file review, wire requests, and customer communication.Key Responsibilities:Confirm receipt of required documents for...


  • Dallas, Texas, United States AmeriHome Mortgage Company, LLC Full time

    Job Title: Loan Closing SpecialistAmeriHome Mortgage is seeking a skilled Loan Closing Specialist to join our team. As a key member of our mortgage operations team, you will be responsible for preparing and coordinating the execution of all final loan documentation for loan closings.Responsibilities:Audit loan files and lot confirmations to ensure...


  • Dallas, Texas, United States WaFd Bank Full time

    Mortgage Banker Job DescriptionJob Summary:The Mortgage Banker is responsible for originating high-quality mortgage loans that meet compliance standards and production goals. This role involves proactively soliciting new consumer mortgage business and working with clients to understand their needs and provide personalized solutions.Key...


  • Dallas, Texas, United States Russell Tobin Full time

    Russell Tobin & Associates is seeking a Mortgage Analyst to join a global team at a Tier 1 bank in Dallas.This role involves analyzing data and providing reports on residential mortgages, loans, and securitizations. The successful candidate will play a critical part in handling essential data and generating reports to support business decisions.Key...


  • Dallas, Texas, United States F1 Technical Solutions Full time

    Key ResponsibilitiesAs a Loan Processor at F1 Technical Solutions, you will serve as the primary point of contact for our customers throughout the mortgage fulfillment journey. Your role is crucial in ensuring exceptional customer service and maintaining high levels of customer satisfaction.Key Skills and QualificationsEffective communication and...


  • Dallas, Texas, United States Iron Mountain Inc Full time

    About the RoleWe are seeking a skilled Mortgage Solutions Specialist to join our team at Iron Mountain Inc. As a key member of our operations group, you will play a critical role in delivering exceptional service to our customers.Key ResponsibilitiesSort and prepare hard copy records for scanning, ensuring accuracy and quality.Scan hard copy files to...


  • Dallas, Texas, United States KPMG Full time

    Job Title: Director, Pricing Analytics We are seeking a highly skilled Director, Pricing Analytics to join our Growth and Strategy organization at KPMG. As a key member of our team, you will be responsible for conducting ad-hoc pricing studies and analyses to support long-term growth goals, evaluating opportunities for pricing improvement and competitive...


  • Dallas, Texas, United States Real Time Resolutions Full time

    Unlock Your Potential as a Customer Solutions ProfessionalAt Real Time Resolutions, we're seeking a highly skilled and motivated Customer Solutions Professional to join our dynamic team. As a key member of our collections team, you will play a critical role in driving revenue growth and achieving exceptional results.Key Responsibilities:Account Research and...


  • Dallas, Texas, United States Network Funding Full time

    Job Details Job Overview We are seeking a highly skilled and experienced professional to join our team at Network Funding as a TXL Onboarding Specialist. Responsibilities * Assist in the onboarding process for new mortgage professionals * Coordinate job details and ensure a smooth transition for new hires * Collaborate with the team to identify and...


  • Dallas, Texas, United States quickrecruit Full time

    Job SummaryAs a key member of our team at QuickRecruit, the successful Loan Processing Specialist will be responsible for ensuring the timely and accurate processing of mortgage loan applications. Key ResponsibilitiesProvide exceptional client service by ensuring all loan applications are processed efficiently and effectively.Verify and organize loan...


  • Dallas, Texas, United States National Bankruptcy Service Full time

    Job Title: Bankruptcy Specialist IIAt National Bankruptcy Services, we are seeking a highly motivated and detail-oriented individual to join our team as a Bankruptcy Specialist II. This role is a key part of our creditor bankruptcy services, and we are looking for someone who is eager to learn and grow with our company.Key Responsibilities:Data extraction...