Lock Desk Manager

Are you passionate about making a real impact in the homebuying journey? At Tri Pointe Solutions, the financial services affiliate of Tri Pointe Homes, we’re redefining what it means to purchase a home. Our dynamic team is driven by innovation, collaboration, and a shared commitment to excellence. We offer a comprehensive suite of services—including mortgage, title, escrow, homeowner’s and title insurance—all integrated under one roof to create a seamless, high-quality lending experience for our borrowers. If you're ready to be part of a forward-thinking company that’s shaping the future of the industry, apply to join our outstanding team.

Tri Pointe Connect, the mortgage affiliate of Tri Pointe Homes, is looking for an experienced individual to join our talented group in Arizona as a Lock Desk Manager. This position is hybrid (M-W in office/Th-Fri remote) working out of our national operations center in Scottsdale, Arizona.

Job Details
Position Summary: The Lock Desk Manager will lead the daily operations of the secondary lock desk function. This individual will play a critical role in ensuring the accuracy, efficiency, and profitability of rate lock and pricing activities. The Lock Desk Manager will collaborate closely with the VP of Secondary Marketing, loan originators, branch leadership, and multiple operational departments to support strategic
initiatives and maintain best-in-class execution. This role requires a strong understanding of mortgage secondary markets, pricing strategy, and pipeline risk management, along with the ability to lead a team in a fast-paced, deadline-driven environment.

Responsibilities:
• Oversee the day-to-day operations of the Lock Desk team, ensuring timely and accurate
execution of all lock desk functions
• Assign and prioritize workloads based on pipeline volume, lock requests, and organizational
priorities
• Monitor team productivity, service levels, and adherence to internal SLAs
• Establish performance standards, conduct regular performance evaluations, and provide
ongoing coaching and feedback
• Foster a collaborative, accountable, and high-performance team environment
• Identify training needs and support the professional development of team members
• Manage all aspects of interest rate lock activity, including reviewing and approving lock
requests submitted by loan originators
• Partner closely with the VP of Secondary Marketing to align lock strategies with market
conditions and company objectives
• Perform lock desk functions within Optimal Blue, including profile updates, pricing
adjustments, and lock extensions
• Oversee the integrity and accuracy of lock data within Encompass (loan origination system),
ensuring pipeline visibility and proper loan tracking
• Manage the secondary pipeline to minimize exposure and optimize execution outcomes
• Maintain and adjust internal pricing margins in alignment with company profitability goals
and market trends
• Ensure daily pricing accuracy, including rate sheets and system pricing outputs
• Respond to pricing exceptions, escalation requests, and complex scenario analysis
This job description provides a general overview of typical job responsibilities and requirements. It is not intended to be a
comprehensive description. Company employees are expected to perform all tasks assigned to them, even if not specifically listed.
• Conduct research and provide recommendations on pricing strategies and competitive
positioning
• Develop, maintain, and distribute daily, weekly, and monthly secondary reports for executive
leadership and department heads
• Analyze pipeline performance, lock fallout, gain-on-sale metrics, and other key performance
indicators
• Provide actionable insights to support strategic decision-making and process improvements
• Serve as a key liaison between Secondary, Production, and Operations teams
• Communicate effectively with loan officers and branch personnel to resolve lock-related
questions and issues
• Support loan execution and allocation processes to ensure timely delivery and investor
compliance
• Act as backup trader, assisting with trade execution and hedging activities as needed
• Assist with other duties as assigned

Job Requirements

Qualifications:
• Bachelors Degree or equivalent work related experience
• 4 or more years of experience in Secondary Mortgage operations, with hands-on lock desk
experience, management experience preferred.
• Advanced experience with Optimal Blue, including administrative-level functionality
Skills:
• Strong analytical mindset with the ability to interpret data, identify trends, and make
informed decisions
• Excellent verbal and written communication skills, with the ability to interact effectively across
all levels of the organization
• Proven ability to manage multiple priorities in a fast-paced, high-volume environment
• Strong problem-solving skills with the ability to work independently and escalate
appropriately
• High attention to detail and commitment to accuracy
• Leadership capabilities with experience mentoring or managing team members preferred
• Comprehensive knowledge of mortgage loan products and underwriting guidelines,
including: Conventional, FHA, VA, USHA, Non-Conforming/Jumbo, Bond programs
• Understanding of secondary market fundamentals, including pricing, hedging concepts, and
gain-on-sale
• Advanced proficiency in Microsoft Excel and Office Suite, including data analysis and
reporting
• Strong working knowledge of Encompass (preferred)
• Familiarity with Compass Edge or similar secondary platforms (preferred)

Physical Requirements:
• May be sedentary for extended periods, up to 4 hours
• Visual acuity for detailed computer work
• Using fine motor skills for tasks requiring precision such as typing
• After hours/weekend, as needed

Want to know what it's like working at Tri Pointe Homes? Click here to see what our employees have to say: Great Place to Work Certified Company

Tri Pointe Homes is committed to building a diverse and talented team to help us achieve our goals. Please note that due to operational constraints, we are unable to consider applicants who require visa sponsorship (e.g., H1B, OPT) for this position. This policy applies uniformly to roles where sponsorship cannot be accommodated to ensure consistency and fairness in our hiring process.

At Tri Pointe Homes, we are intentional about fostering an environment where you, and all individuals, are encouraged to be their authentic selves. We embrace individuality and strive to be consciously inclusive of different backgrounds, experiences, and perspectives in every aspect of our business. We believe our company’s strength relies on the diversity of the team and the unique, innovative ideas everyone contributes.

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We are an Equal Opportunity Employer, which means we make employment decisions based on merit and qualifications and are committed to providing equal opportunities for all applicants and employees without regard to their race, color, creed, religion, national origin, ancestry, citizenship status, age, disability, sex, sexual orientation, gender identity or expression, veteran status, genetic information, or any other characteristic protected by applicable federal, state or local laws.

We will endeavor to make a reasonable accommodation to the known physical or mental limitations of a qualified applicant with a disability unless the accommodation would impose an undue hardship on the operation of our business. If you believe you require such assistance to apply for an open position or to participate in an interview, please let us know.