Key skills
LeadershipCommunication
About this role
Role Overview
- Partner with internal and external stakeholders to optimize the loan delivery process and identify opportunities for automation to increase efficiency and accuracy
- Ensure all loans are delivered timely and accurately to our investors
- Order and review applicable services and verifications as determined
- Develop and implement automated solutions to reduce errors and streamline processes
- Continuously evaluate loan delivery effectiveness and suggest process improvements
- Serve as the main point of contact for Deephaven clients (internal and external) to support pipeline and loan delivery needs
- Additional Responsibilities: Clear past-due reports to help maintain SLA requirements
- Assist brokers and Account Managers with appraisal ordering, including payment link distribution
- Distribute daily reports (suspended loans, rate locks, ICD report)
- Provide coverage when teammates are out of office (RTO)
- Order transcripts, SSA 89 forms, and VOEs
- Follow up on post-closing requests
- Request CDAs and AVMs
- Complete AM checklists and order ICDs
- Update HOIs, file contacts, and conduct fraud checks
Requirements
- 1+ years of mortgage or financial services experience preferred
- Familiarity with wholesale lending processes a plus
- Strong attention to detail and organizational skills
- Ability to manage multiple priorities in a fast-paced environment
- Proficiency in Microsoft Office Suite and Encompass systems preferred
- Strong communication skills and a collaborative mindset
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