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
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
Tracks and identifies business trends that could jeopardize customer accounts
Communicates trends and/or operational issues impacting client satisfaction
Maintains knowledge of the system for appropriate service and resolution
Plays a key role in training clients on enhancements or new systems

Minimum of two (2) years of mortgage pricing experience
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
Ability to follow established processes and procedures
Strong analytical and problem-solving skills
Excellent verbal and written communication skills

PPE Tech Support Specialist

Key skills