HELOC Account Manager

Deephaven Mortgage

. Manage an assigned HELOC pipeline from submission through funding to meet closing dates .

Posted 11/4/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing HELOC pipelines, ensuring compliance with guidelines, and maintaining accurate loan data. Strong communication and relationship-building skills are essential for coordinating with partners and underwriting teams.

Highest-signal resume keywords

HELOC ManagementMortgage Operations ExperienceEncompass ProficiencyAttention To DetailCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

HELOCsHome Equity LoansMortgage Loan ProcessingUnderwriting ProceduresClosing ProceduresCondition ClearingLoan Data ManagementEligibility AssessmentQuality CheckPipeline Management

Soft Skills

Relationship BuildingProblem SolvingTeam CollaborationIndependenceProfessionalism

Tools & Technologies

EncompassLoan Origination System

Industry Keywords

MortgageSecond-Lien ProductsWholesale ChannelCorrespondent ChannelNon-QM Exposure

About the role

Key responsibilities & impact

Manage an assigned HELOC pipeline from submission through funding to meet closing dates
Set expectations through proactive welcome calls covering timelines, outstanding needs, and next steps
Perform the first quality check on submissions, identifying missing documents and eligibility concerns
Guide partners through underwriting decisions and conditions
Own condition clearing from decision to resubmission with complete, accurate packages
Coordinate between partners, in-house Underwriting, and third-party underwriting teams
Communicate proactively so partners know the status of their files
Build working relationships with Sales and Underwriting to maintain credit quality and service standards
Identify and escalate at-risk files, aging items, and recurring issues to leadership
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 advise partners on process and requirements

Requirements

What you’ll need

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 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
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
Must satisfy applicable E-Verify employment eligibility requirements

Benefits

Comp & perks

Personalized time off
Employer-matched 401(k) plan
Philanthropy Committee and charitable initiatives
Comprehensive health insurance starting on day one of employment
Competitive maternity and paternity leave
Team-building events and celebrations
Encouraging thought leadership and innovation
Mentorship opportunities for career development
Exclusive discounts on travel, tech, pets, legal, and more