Deephaven Mortgage

Account Executive

• Developing a solid call script and follow up methods
• Making a minimum number of outbound calls each day, accompanied by quality conversations
• Generate new broker applications
• Listen attentively to the needs of broker partners and work with the Sr. Account Executive to provide solutions
• Work with the Sr. Account Executive to generate new business and create revenue
• Make daily outbound calls to develop new accounts and follow up
• Adhere to training plan and meet minimum performance metric goals for the first year
• Remain up-to-date with regulatory industry standards and requirements
• Provide daily and weekly updates to the Sr. Account Executive
• Recommend additional products/programs/functionality that would assist in the growth and/or profitability of the Wholesale Lending Channel

Junior Account Executive

Analyst

• Evaluate current operational processes to identify inefficiencies.
• Recommend and implement changes to enhance efficiency, improve system functionality, and drive revenue
• Contribute to the creation and maintenance of the product roadmap, balancing long-term strategy with short-term needs
• Develop and maintain prioritized product backlog aligned with business objectives
• Identify and define sales and operational product requirements through detailed user stories and clear acceptance criteria to deliver to Technology partners
• Analyze test results to ensure technology changes align with business needs and oversee the implementation of changes to ensure they are executed as planned and deliver the expected benefits
• Partner with stakeholders, business SMEs, vendors, and technology team members to define project scopes, objectives, schedules, requirements gathering sessions, training needs, P&P updates, and implementation goals drive product enhancements and projects
• Track, manage, and document all project or enhancement related tasks in the project management software utilizing agile methodology and holding responsible parties accountable for adherence to delivery deadlines
• Create and deliver Training and Communications for impactful system changes as needed

Contract Product Efficiency 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

Junior Account Executive

Contract Product Efficiency Analyst

Contract Business and Quality Analyst