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Job Description LOCK DESK MANAGER Job Summary The Lock Desk Manager oversees daily lock desk operations and provides support for Secondary Marketing activities across both Wholesale and Correspondent mortgage channels. This role ensures accurate and timely processing of loan locks, pricing updates, and investor communications, while also setting policies, ensuring compliance and resolving escalations for a smooth and profitable loan pipeline. Job Duties • Manageand oversee daily lock desk operations, includingprocessing rate locks, extensions, and change requests, and relocks, ensuringtimelyandaccuratepricing., • Supervise and provide daily communication to the offshore lock desk team, ensuring accuracy, consistency, andtimelycompletion of tasks., • Maintain lock desk system accuracy, includingtimelyupdatesofpricing, products, and investor guidelines as directed by Capital Markets leadership., • Act as the primary point of contact for Sales and Operations staffregardinglock-related questions, issues, and exceptions, escalating complex matters to the VP, Capital Markets as needed., • Monitor and reconcile lock activity, ensuring proper documentation and adherence toestablishedprocedures., • Support the delivery of loans to investors by preparing and validating lock data., • Implement and enforce rate lock policies, ensuring adherence to investor guidelines andregulatoryrequirements., • Partner with Sales, Secondary Marketing, and Operations to streamline processes, resolve issues, and support heading strategies., • Provide reporting and data analysis on pipeline activity, lock fallout, and investor performance to support Capital Markets decision making., • Train, and oversee offshore team members to ensure compliance with company standards and efficient support of lock desk functions, including setting performance metrics (KPIs), and ensuring service levels are met., • Ensureaccuratedata entry in the Loan Origination System (LOS) and Product & Pricing Engines (PPE)., • Assistwith audits, reporting requests, and compliance reviews related to lock desk and investor delivery activities., • Recommend workflow improvements and systemenhancements to increase efficiency and reduce errors in lock desk operations. Competencies • Accountability -Takes ownership of work and outcomes, consistently following through on responsibilities and meeting commitments., • Attention to detail -Looks for ways to improve and promote quality of work anddemonstratesaccuracy and thoroughness., • Collaboration -Actively builds trust-based relationships across teams and levels, fostering open communication, collaboration, and shared goals., • Customer Service -Understands andmaintainsclient needs and relationships, internal and external, as the primary driver of work goals and activities., • Proactive -Demonstrates forward thinking by planning ahead,seeking outimprovements, and acting decisively to move work forward. Work Environment Hybrid: This role follows a hybrid schedule, with a combination of in-office and remote work. Employees are expected to be on-site as determined by department needs, most hybrid employees follow a schedule of 3 days in-office, 2 days remote, unless otherwise stated. Standard office equipment, including a computer, headset, and webcam, is provided for use in both settings. A reliable internet connection and a professional home workspace are required. Minimum Qualifications • Bachelor's degree in Finance, Business, or related field, or equivalent work experience., • Minimum 2years of experience with Secondary MarketingLock Desk or related mortgagefunctions, with 1 yearof supervisory experience., • Proven leadership and team management experience., • Experience with Encompass, Lender Price,and Optimal Blue isrequired., • Strong experience with loan lock processes,pricingand investor guidelines., • Deep knowledge of mortgage products, secondarymarketsand investor guidelines., • Demonstrated ability to manage daily communications and workflow with offshore teams., • Excellent attention to detail,accuracyand organization skills., • Strong written and verbal communication skills, with the ability to collaborate across departments. Preferred Qualifications • Familiaritywith mortgagepipelinemanagement and investor loan delivery process., • Advanced Excell skills and experience working with large data sets., • Strong problem-solving skills and ability toidentifyprocess improvements., • Knowledge of compliance requirements in mortgage banking (agency and investor guidelines). Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to communicate via oral and written communication, such as phone calls, emails, and ticketing systems. The employee frequently is required to stand, walk, use hands and fingers and reach with hands and arms. This role may require long periods of sitting at a desk and working on a computer. The employee may occasionally be asked to pick up and/or move up to 15 pounds. Duties Disclosure The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time, with or without notice. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Job DescriptionDescription: Soleo Health is seeking a Commercial Sales Data Analyst to support our core business needs in Frisco, TX. This position will be Remote with willingness to travel. Join us in Simplifying Complex Care! Soleo Health Perks: • Competitive Wages, • 401(k) with a Match, • Referral Bonus, • Paid Time Off, • Great Company Culture, • Annual Merit Based Increases, • No Weekends or Holidays, • Paid Parental Leave Options, • Affordable Medical, Dental, & Vision Insurance Plans, • Company Paid Disability & Basic Life Insurance, • HSA & FSA (including dependent care) Options The Commercial Sales Data Analyst will be responsible for analyzing sales, revenue, and market data to support data-driven decision-making within the commercial department. This role will work closely with sales, marketing, and leadership teams to identify opportunities for growth, optimize revenue streams, and improve commercial strategies. The Commercial Data Analyst will play a key role in driving organizational success through actionable insights and streamlined processes. Responsibilities Include: • Collaborate with sales and marketing teams to evaluate commercial performance, identify trends, and recommend strategies to enhance revenue and market share., • Collaborate with department leadership and finance teams to ensure budgetary alignment for headcount planning, target setting and resource allocation, providing data-driven insights to support workforce decisions., • Report on territory manager productivity by assessing referral patterns by territory manager (e.g., assessing new start activity by existing prescribers vs. new prescribers within individual markets/regions and in aggregate), • Analyze and trend margin performance of territory manager by therapeutic area, top customers, and newly identified prescriber targets., • Track key metrics within the customer acquisition funnel to understand conversion rates for key therapies, drop-off points (where patients are lost in the process), • Develop sales funnel analytics to forecast new starts from referral activity by market and therapy type, • Analyze and reconcile data from CRM, ERP, and other commercial systems to identify and correct discrepancies and create actionable insights for the commercial team to deploy, • Produce detailed reports and presentations for commercial managers and executives, focusing on sales performance, market analysis, and revenue optimization., • Support commercial strategies by analyzing market trends, referral source activity, customer segmentation, and competitive data., • Partner with cross-functional teams to improve processes and ensure alignment between commercial objectives and operational strategies., • Conduct customer and market segmentation analysis to identify key drivers of growth and retention., • Develop and maintain Power BI or Tableau dashboards, visualizing key commercial metrics and insights for leadership., • Perform ad hoc analyses to support strategic decision-making, including new market entry, product launches, and sales forecasting., • Identify inefficiencies in sales and marketing workflows, recommending data-driven process improvements., • Must be able to work Monday-Friday, from 8:30am-5pm- 40 hours per week.Requirements:, • Bachelor’s degree in business analytics, Data Science, Finance, Marketing, or a related field., • Proven experience in commercial data analysis, sales performance evaluation, or market research roles., • Strong analytical skills with the ability to interpret large data sets and translate findings into actionable recommendations., • Proficiency in CRM and commercial analytics tools (e.g., Salesforce, Tableau, Power BI) and advanced Excel capabilities., • Experience with SQL and other data querying languages preferred; knowledge of Python is a plus., • Excellent communication and presentation skills, with a track record of delivering insights to senior leadership., • Knowledge of pricing strategies, revenue optimization, and market analysis techniques., • Ability to travel occasionally and collaborate with cross-functional teams in various locations., • Strong problem-solving skills, attention to detail, and ability to manage multiple priorities in a fast-paced environment. About Us: Soleo Health is an innovative national provider of complex specialty pharmacy and infusion services, administered in the home or at alternate sites of care. Our goal is to attract and retain the best and brightest as our employees are our greatest asset. Experience the Soleo Health Difference! Soleo’s Core Values: • Improve patients’ lives every day, • Be passionate in everything you do, • Encourage unlimited ideas and creative thinking, • Make decisions as if you own the company, • Do the right thing, • Have fun! Soleo Health is committed to diversity, equity, and inclusion. We recognize that establishing and maintaining a diverse, equitable, and inclusive workplace is the foundation of business success and innovation. We are dedicated to hiring diverse talent and to ensuring that everyone is treated with respect and provided an equal opportunity to thrive. Our commitment to these values is evidenced by our diverse executive team, policies, and workplace culture. Soleo Health is an Equal Opportunity Employer, celebrating diversity and committed to creating an inclusive environment for all employees. Soleo Health does not discriminate in employment on the basis of race, color, religion, sex, pregnancy, gender identity, national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an organization, parental status, military service or other non-merit factor. Keywords: Now Hiring, Hiring Now, Hiring Immediately, Immediately Hiring, Data Analyst, Commercial Data Analyst

We're currently looking for individuals across the country to take part in online paid research, including remote focus groups, product trials, and consumer studies. Earn up to $750 a week in your free time by providing feedback on everyday products and services. No prior experience is needed. If you're comfortable sharing your opinions, you're already qualified! Most research studies are conducted remotely from home, though some may be in-person. As a participant, you could also be among the first to try new products before they launch publicly. Apply today to check your eligibility. Openings are limited! • Up to $750 per week (amount varies by assignment type), • A smartphone, tablet, or computer with a camera, • A reliable internet connection, • Ability to follow instructions and provide thoughtful feedback, • Comfort participating in remote, online studies, • No data entry clerk experience required, • Be present at least 15 minutes before your scheduled session, • Complete required written and verbal tasks Apply now and see if you qualify.

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