As a Strategic Lead for Partnerships at Bergzeit, develop and enhance strategic partnerships and community initiatives in the outdoor sector. Drive creative concepts and cross - promotion campaigns with strong community integration.
About the role
- 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
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
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