Deephaven Mortgage

Account Executive

• Make daily outbound calls to develop new accounts and follow up regularly to ensure client satisfaction
• Answer loan pricing and scenario questions
• Work closely with operations to resolve any issues
• Work with partners to assist in account development
• Manage client expectations and develop trust
• Manage tracking and reporting of monthly volume and loan quality
• Remain up to date with regulatory industry standards and requirements

Wholesale Account Executive

Analyst

• Partner with stakeholders, business SMEs, vendors, and technology teams to define project scope, requirements, timelines, and implementation goals.
• Facilitate requirements gathering, gap analysis, process flows, and solution design for new initiatives and system enhancements.
• Oversee project execution from initiation through post-implementation, managing deliverables, dependencies, risks, and resource alignment.
• Track and manage tasks in project management software using Agile methodology, ensuring accountability and timely delivery.
• Own communications for assigned projects, including updates, risks, timelines, and key decisions.
• Develop and deliver training materials and communications for system and process changes.
• Create test plans, scripts, and manage UAT, ensuring quality delivery prior to roll-out.
• Monitor system performance and end-user feedback, identifying opportunities for optimization, efficiency, and revenue growth.

Wholesale Account Executive

Business and Quality Analyst