Due Diligence Account Manager

Deephaven Data Labs • Charlotte, NC

7d

About The Position

The Due Diligence Account Manager is responsible for managing the mortgage loan files process, ensuring compliance with company policies, investor guidelines, and regulatory requirements. This role involves serving as the primary liaison between clients, investors, and internal departments to facilitate the review, verification, and resolution of any issues related to loan files. The Due Diligence Account Manager plays a critical role in ensuring the accuracy, quality, and completeness of mortgage loan packages for timely funding and delivery.

Requirements

• Bachelor’s degree in business, finance, or a related field (preferred)
• Minimum of 3+ years of experience in mortgage lending, due diligence, or a related field
• Strong understanding of mortgage loan products, non- QM loans, underwriting guidelines, and regulatory requirements
• Excellent organizational and time management skills, with the ability to handle multiple accounts and deadlines
• Exceptional interpersonal skills, with a customer-focused mindset
• Proficiency in mortgage software systems and MS Office Suite
• Attention to detail and analytical skills to identify and resolve loan file discrepancies

Responsibilities

• Serve as the primary point of contact for clients and investors throughout the due diligence process
• Build and maintain strong relationships with clients to ensure a positive experience and long-term partnership
• Address and resolve client inquiries or issues promptly and professionally
• Coordinate and manage the review process for loans, ensuring all required documentation is complete and accurate
• Verify compliance with company policies, investor guidelines, and regulatory requirements, including non-QM standards
• Identify and communicate deficiencies or discrepancies in loan files and work with stakeholders to resolve them
• Work closely with underwriting, operations, and compliance teams to facilitate the due diligence process
• Communicate regularly with clients to provide updates on the status of loan reviews and address any outstanding items
• Act as a liaison between internal teams and external partners to ensure timely and efficient loan file resolution
• Provide regular status reports to senior management, clients, and other stakeholders
• Identify trends or recurring issues in the due diligence process and recommend improvements
• Implement best practices to enhance the accuracy and efficiency of the process
• Stay current with industry regulations and investor guidelines to ensure ongoing compliance

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level