[Hiring] HELOC Account Manager @Deephaven Mortgage

Role Description

The HELOC Account Manager supports Deephaven’s HELOC business across the Wholesale and Correspondent channels. As the primary point of contact for assigned partners, this role manages loan files from submission through funding, coordinating with Underwriting, title, and closing to clear conditions efficiently and deliver accurate, timely closings.

• Own an assigned HELOC pipeline from submission through funding, driving files forward to meet closing date.
• Set expectations at submission through proactive welcome calls that align partners on timelines, outstanding needs, and next steps.
• Serve as the first quality check on every submission, catching missing documents and eligibility concerns before they reach Underwriting.
• Guide partners through underwriting decisions and conditions with clear, confident communication.
• Own condition clearing from decision to resubmission, delivering complete, accurate packages that reduce back-and-forth with Underwriting.
• Act as the central point of coordination between partners, in-house Underwriting, and third-party underwriting teams, keeping everyone working from the same information.
• Anticipate partner needs with timely, proactive communication so partners always know where their files stand.
• Build strong working relationships with Sales and Underwriting to deliver consistent credit quality and a high standard of service.
• Identify and escalate at-risk files, aging items, and recurring issues to leadership before they affect closings or the partner experience.
• Maintain accurate, audit-ready loan data in the loan origination system, including milestones, conditions, notes, and disclosures.
• Maintain deep knowledge of HELOC products and guidelines, and serve as a trusted resource for partners on process and requirements.

Qualifications

• Bachelor’s degree in business, finance, or a related field preferred.
• 3+ years of mortgage operations experience as an Account Manager, Loan Processor, Closer, or similar role.
• Hands-on experience with HELOCs, home equity loans, or second-lien products.
• Working knowledge of mortgage loan processing, underwriting, and closing procedures.
• Proficiency in Encompass or a comparable loan origination system; quick to learn new software.
• Wholesale or Correspondent channel experience preferred; non-QM exposure a plus.
• Strong attention to detail and the ability to manage a high-volume pipeline against hard deadlines.
• Excellent communication and relationship skills with partners, underwriters, and title and closing teams.
• Confident and professional when resolving issues, regardless of the situation.
• Ability to work well independently in a fast-paced environment.
• Team player committed to excellence, hard work, and having fun.
• Comply with Deephaven policies and procedures and complete all assigned training by required dates.

Requirements

• Participation in E-Verify.

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.