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29 May 2022

Full-Time Secondary Market Consultant I (Investor Relations)

BKInc2018 – Posted by BKInc2018 Plano, Texas, United States

Job Description

Black Knight is the premier provider of integrated technology, services, data and analytics that lenders and servicers look to first to help successfully manage the entire loan life cycle. Our deep understanding of regulatory and compliance issues complements the knowledge, technology and solutions we offer to help our clients achieve their business goals. Black Knight offers leading software systems; data and analytics offerings; and information solutions that facilitate and automate many of the business processes across the mortgage life cycle.

Optimal Blue, now part of the Black Knight family, is a leading provider of secondary market solutions and actionable data services, which enables Black Knight to deliver even more innovative and integrated solutions to transform the mortgage and secondary market industries.


Manages investor accounts to ensure a positive interaction with th e Optimal Blue Product and Pricing Engine, communicates functionality changes and general secondary functions. Observes current state processes and system utilization and makes recommendations, both verbal and in writing, to clients regarding the implementation of data, best practices, operational improvements, training needs, reengineered processes, system optimization and other related opportunities. Serves as a liaison between customer, users and consultants.


  • Proactively engage investors by phone and/or email addressing any questions, problems, and to get ahead of guideline changes, new programs, etc.
  • Responsible for ongoing training to build and maintain excellent investor relationships.
  • Demonstrate excellent customer service evidenced by investor feedback.
  • Ensure company best practices are communicated and followed.
  • Continually articulates the company’s value to the investor/customer.
  • Acts as a liaison between investor and secondary services.
  • Conducts training and presentation sessions for the investor/customer.
  • Performs other related duties as required.


Bachelor’s degree or the equivalent combination of education, training, or work experience.


  • Correspondent or Wholesale experience
  • Secondary Marketing experience
  • Strong communication skills
  • General knowledge of a pricing engine and how it works
  • Experience pricing loans is preferred


  • Proven knowledge to represent the enterprise’s entire range of products to the investor and the industry
  • Experience in the mortgage lending industry (Underwriter, Processor or Secondary marketing roles are ideal)
  • Familiarity and experience with mortgage technology including PPEs, LOS, etc. is a plus
  • Must be able to understand rate sheets and their association with guidelines
  • Familiarity and understanding of the loan process from origination to sale
  • Must be comfortable speaking with key executives within the investor organizations
  • Must be comfortable enforcing best practices/deliverables while still maintaining a positive relationship with investors
  • Financial institution experience or comparable proven sales-marketing-consulting-support background
  • Broad understanding of the financial and strategic aspects of the business, and participates in and/or establishes initiatives that contribute to the overall success of the enterprise
  • Excellent negotiation and presentation skills
  • Displays strong oral, written and interpersonal communication skills
  • Exhibits a high degree of initiative and analytical skills to handle and solve complex problems
  • Demonstrates the ability to lead by example and motivate professional level staff

Product Consultant I

Entry-level professional role. Moderate skills with moderate level of proficiency. Works under immediate supervision with limited latitude for independent judgment. Identifies non-routine issues and routes/escalates to appropriate team member. Supports lower-complexity products and/or services and has an introductory knowledge of some Black Knight products and services offered to the assigned client, customer, etc. Works on a few concurrent projects of low to medium complexity. Is an active team member, contributes to more complex projects under direct supervision to gain additional experience, shares ideas and suggests process improvements appropriate for level of experience. Consults with senior peers on processes to learn through experience. Typically requires one to three (1-3) years of experience in a product support role, with a minimum of two (2) years of industry and Black Knight product experience preferred.

Black Knight is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, age, and protected veteran or military family status. Our employees’ diversity is our strength, and when we embrace our differences, it makes us better and brighter. Black Knight’s commitment to inclusion is at the core of who we are, and motivates us in how we do business each and every day.

How to Apply

Job Types: Full-Time.

Job expires in 2 days.

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