Account Manager at Deephaven Mortgage managing mortgage loan processes for brokers. Ensuring accuracy and communication throughout the loan approval and closing process in a hybrid role.
Responsibilities
Act as the main point of contact for the broker once the loan has been submitted
Review loan applications for accuracy and completeness
Collect and verify all documentation required for initial and final loan approval
Proactively manage the Estimated Closing Date and keep stakeholders informed
Prepare and submit initial, conditional, and final loan packages to underwriting
Maintain timely and professional communication with brokers, adhering to service level agreements (SLAs)
Process change of circumstance requests within SLA timelines
Convert and organize loan documentation using Encompass
Send Notices and Counter Offers to brokers as applicable
Work closely with Account Executives, Underwriters, and Closers to ensure a seamless process
Order and review necessary services and verifications
Ensure the highest level of broker and customer satisfaction
Requirements
3+ years of mortgage processing experience
Proficient in MS Office including Word and Excel
Knowledge of current regulatory compliance requirements
Organized, analytical, detail oriented, and self-motivated
Manage pipeline to ensure Service Level Agreements (SLAs) are met
Communicate effectively with others, both verbally and in writing
Maintain the highest level of confidentiality and quality
Maintain knowledge of products and programs offered
Complete responsibilities effectively and efficiently with minimal direction
Manage daily tasks to ensure business needs are consistently met
Present self in a professional manner and interact with all levels of organization and outside contacts appropriately
Comply with Deephaven policies and procedures
Adopt the Deephaven culture that contributes to an environment of teamwork and promotes a positive company image to external customers
Complete all assigned training by required dates
Wholesale experience preferred
Encompass systems knowledge preferred
Ability to work a hybrid schedule in office in the Ballantyne area of Charlotte, NC
Benefits
Flexible Time to Recharge – Personalized Time Off for What Matters (because rest isn't one-size fits all)
Future Finance Focused – Generous employer-matched 401(k) plan
Community Connect – Philanthropy Committee that creates charitable initiatives
Health from Day One – Comprehensive health insurance starting on day one of employment
Family Matters – Competitive maternity and paternity leave
Culture & Celebrations – Culture Committee with team-building events and celebrations
Ideas Welcome – Encouraging thought leadership and innovation
Guidance & Growth – Mentorship opportunities for career development
Perk Up – Exclusive discounts on travel, tech, pets, legal, and more
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