Transaction Management Analyst

About the position

We are seeking a highly motivated Transaction Management Analyst to join the Transaction Management team at Deephaven Mortgage. The Transaction Management Analyst will participate in the loan delivery process providing a heightened focus on developing automated solutions to optimize processes and increase efficiencies while ensuring accuracy, completeness, and quality of assets being delivered. As a Transaction Management Analyst, you will need to work in our office located in the Ballantyne area of Charlotte.

Responsibilities

• Work with internal and external stakeholders to optimize the loan delivery process and automate manual processes to increase efficiency and accuracy
• Ensure all loans are delivered timely and accurately to our investors
• Develop and implement automated solutions to optimize loan delivery process and reduce errors
• Collaborate with various teams to identify, document, and prioritize business requirements for process improvements and system enhancements
• Monitor key performance indicators (KPIs) and provide regular reports to management
• Conduct analysis and evaluate data to identify trends and patterns
• Continuously evaluate the effectiveness of the loan delivery process and suggest improvements as needed

Requirements

• Bachelor's degree or 2-4 years of experience in mortgage related industry
• 1-3 years experience in financial operations analysis
• Experience with loan delivery process and automated solutions
• Strong analytical and problem-solving skills
• Ability to work independently and in a team environment and manage multiple projects/priorities
• Excellent written and verbal communication skills
• Ability to work under tight deadlines and handle pressure with professionalism
• Proficient in Microsoft Office products, particularly Excel (Power Query, Advanced Formulas, Macros, Pivot Tables)

Nice-to-haves

• Familiar with non-QM loan products and processes
• Experience with Encompass and other mortgage loan origination systems
• Knowledge of loan servicing and investor reporting
• Experienced with project management and process improvement methodologies
• Can leverage Database Management Systems and Business Intelligence Tools such as PowerBI
• Possesses a strong attention to detail
• Able to learn quickly and adapt to changing business needs
• Maintains a positive attitude and willingness to work collaboratively with others

Benefits

• Unlimited Responsible Time Off (RTO)
• Generous employer-matched 401(k) plan
• Comprehensive health insurance starting on day one of employment
• Competitive maternity and paternity leave
• Culture Committee with team-building events and celebrations
• Encouraging thought leadership and innovation
• Mentorship opportunities for career development
• Exclusive discounts on travel, tech, pets, legal, and more