Deal Desk - Loan Pricing

The Deal Desk is the pricing engine of the loan process. Acting as a Virtual Assistant specializing in loan pricing, this role sits between loan origination and loan officer assistance in the deal pipeline, taking a submitted borrower application and turning it into priced, presentable loan terms within 24 hours. This is a detail-oriented, deadline-driven role for someone who's comfortable moving quickly, communicating proactively, and owning a single, high-leverage step in the loan lifecycle.

Review incoming borrower applications and deal files as they arrive in the CRM
Price each deal accurately using LBL's pricing system/lender programs
Meet a 24-hour turnaround standard on pricing from the time a deal is received
If pricing cannot be completed within 24 hours, proactively notify an LBL designate to explain the delay or request assistance, never let a deal go quiet
Present finalized pricing/terms clearly so the Loan Originator can relay them to the borrower
Move the deal forward in the CRM once pricing is complete, keeping deal status accurate for visibility across the team
Maintain working familiarity with lender programs and criteria to price deals correctly the first time
Communicate with Operations and other team members as needed