West Coast Mortgage Processor and Account Manager jobs in United States
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Pretium Enterprise Services, India · 1 month ago

West Coast Mortgage Processor and Account Manager

Deephaven Mortgage is a leader in non-QM mortgage solutions, dedicated to providing innovative financing options. The Account Manager will serve as the primary contact for brokers, ensuring the accuracy and efficiency of the loan processing workflow while maintaining excellent service levels.

Financial Services

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

Qualification

Mortgage processing experienceEncompass systems knowledgeMS Office proficiencyRegulatory compliance knowledgeAnalytical skillsOrganizational skillsDetail orientedSelf-motivatedEffective communicationConfidentialityTeamwork

Required

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

Preferred

Wholesale experience preferred
Encompass systems knowledge preferred

Benefits

Flexible Time to Recharge – Personalized Time Off for What Matters (because rest isn't one-size fits all)
Generous employer-matched 401(k) plan
Philanthropy Committee that creates charitable initiatives
Comprehensive health insurance starting on day one of employment
Competitive maternity and paternity leave
Culture Committee with team-building events and celebrations
Encouraging thought leadership and innovation
Mentorship opportunities for career development
Exclusive discounts on travel, tech, pets, legal, and more

Company

Pretium Enterprise Services, India

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Pretium Enterprise Operations India Private Limited (PES India) is a subsidiary of Pretium Partners, LLC.

Funding

Current Stage
Late Stage
Company data provided by crunchbase