Bank of the West Mortgage and Home Equity Home Loan Pricing Specialist in San Ramon, California
Mortgage and Home Equity Home Loan Pricing Specialist
At Bank of the West, our people are having a positive impact on the world. We’re investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. From our locations across the U.S., Bank of the West is taking action to help protect the planet, improve people’s lives, and strengthen communities. We are part of BNP Paribas, a global leader supporting the UN Sustainable Development Goals (SDGs). Yes, we’re a bank, but as the bank for a changing world, we are continually seeking to improve the ways we help our customers, while contributing to more sustainable and equitable growth.
Job Description Summary
The Mortgage and Home Equity Pricing specialist is responsible for a wide variety of duties within the Pricing team. In addition to managing the relationship pricing process, this role will be responsible tracking and generation of reporting and documentation of pricing exceptions. This role will assist with functions of the Pricing Desk, including providing exceptional service to our business partners. May maintain and administer product rate sheet.
Depending on applicant’s skills, experience, and interests, this role can evolve to include analytics, ownership of reporting functions, or development of pricing programs and procedures in addition to daily price desk coverage.
Essential Job Functions
Manages relationship pricing process and validation.
Assists with the Pricing Desk, ensuring compliance with Pricing Policy and Procedures. Makes pricing decisions on individual loans with complex circumstances
Produces and maintains monthly pricing exception tracking and reporting.
Develop and grow strong relationships with business partners
Assists in development of daily/weekly/monthly market position reports
Other mortgage pricing related duties as assigned by manager
Other Job Duties
- Performs other duties as assigned
Experience in the mortgage, banking, or financialservices industry
Customer service or sales experience, preferably inbanking
2 years required customer service or policydocumentation and development experience
Experience with Mortgage / Home Equity Pricing preferred
- Bachelor's Degree Finance, Economics, or BusinessAdministration or Equivalent Work Experience
- 2-5 years mortgage or home equity sales, support,processing, or customer service
Superior customer service
Intermediate Excel and PowerPoint
Basic knowledge of mortgage and/or consumer realestate products, services and sales
Basic knowledge of mortgage and/or consumer realestate loan underwriting, documentation, and legal/regulatoryrequirements
Ability to manage multiple tasks
Ability to interact with sales and audit partners,consistently providing superior customer service and support
Analytical and statistical skills desired but notrequired
Equal Employment Opportunity Policy
Bank of the West is an Equal Opportunity employer and proud to provide equal
employment opportunity to all job seekers without regard to any status
protected by applicable law. Bank of the West is also an Affirmative Action
employer - Minority / Female / Disabled / Veteran.
Bank of the West will consider for employment qualified applicants with
criminal histories pursuant to the San Francisco Fair Chance Ordinance subject
to the requirements of all state and federal laws and regulations.
Job: Product Development
Location: United States-Arizona-Tempe
Other Locations: United States-California-San Ramon, United States-Nebraska-Omaha
Requisition ID: 052477