Summary
Overview
Work History
Education
Skills
Timeline
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Jake Trzcinski

MESA,Maricopa

Summary

Manage rate locks including processing new lock requests, lock extensions, re-locks, scenario updates, rate and program changes, lock transfers, cancellations, concessions and report management

Overview

3
3
years of professional experience

Work History

LOCK DESK ANALYST

Wallick & Volk, Inc
01.2021 - Current


  • Assist with Lock Desk emails
  • Provide customer support to Loan Officers on their lock/scenario questions
  • Maintains all lock request changes, reconciliations and extension requests
  • Preform profile changes and lock extensions in Optimal Blue
  • Internal pricing margin maintenance
  • Responds to pricing escalation and research requests
  • Ensure daily pricing and margins are accurate
  • Monitor secondary pipeline in Encompass
  • Handle special projects or other duties as maybe required

Education

High School Diploma -

Highland High School
Gilbert, AZ
05.2015

Skills

  • Experience with Excel and all office products
  • Optimal Blue experience- 3 years
  • Encompass experience-3 years
  • Analytics and reporting
  • Ability to communicate effectively with all levels of management including Sales/loan officers
  • Strong writing skills
  • Strong decision-making skills

Timeline

LOCK DESK ANALYST

Wallick & Volk, Inc
01.2021 - Current

High School Diploma -

Highland High School
Jake Trzcinski