Sales Operations Analyst

Sales Operations Analyst Deephaven Mortgage has been a pioneer and leader in non-QM since our origin in 2012. Our longevity and strength in the non-QM space has allowed a significant number of borrowers to achieve homeownership who otherwise would not have under traditional requirements. Deephaven champions mortgage borrowers whose independence, entrepreneurial drive and determination are often the very reason they cannot qualify for a traditional loan. Deephaven is comprised of two lending platforms. Our wholesale channel offers loans through a network of over 1,000 independent mortgage brokers. Our correspondent channel buys loans from over 200 correspondent partners. The Sales Operations Analyst will work closely with the Sales teams to define and document requirements and coordinate the accurate and timely execution of projects and enhancements. The successful candidate will support business operations by gathering requirements, analyzing data, and assisting in the development of solutions to improve processes and drive business success. The ideal candidate should have a strong understanding of using communication, Salesforce, Excel, problem-solving skills, and the ability to collaborate with team members and stakeholders. This role will report into our office located in the Ballantyne area of Charlotte, NC. What You'll Do Partner with stakeholders, business SMEs, vendors, and technology team members to define project scopes, objectives, schedules, resourcing, budget, gap analysis, training needs, P&P updates, and implementation goals that drive product enhancements and projects through requirement gathering sessions Identify and document all project and enhancement related issues, assumptions, constraints. dependencies, risks, roadmaps, process flows, solutions, and decisions 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 Coordinate all project and enhancement related communications including status, timelines, updates, risks, budgeting, accountability, and decision making Coordinate Training and Communications for impactful system changes as needed What We Need Bachelor's degree or equivalent work experience 1+ years of Business Analyst and/or Project Management experience Experience with Asana or other PM software Strong foundation in Project Management Methodologies, especially Agile Ability to effectively communicate verbally and in writing to both business units and development team members Strong understanding of a technology ecosystem and how the systems work to support business goals Ability and willingness to learn quickly Must maintain thorough documentation and show excellent attention to detail Strong ability to task switch effectively and manage multiple priorities 1+ years of Mortgage or Financial Industry experience is a plus Experience using Salesforce or another industry standard CRM Experience with MS Office products (Excel, OneNote, Outlook, PowerPoint, Visio, and Word) Advanced Excel Skills (pivot tables, v lookups) Works well in a collaborative environment that is high energy and drives towards goals Ability to be adaptable and manage ambiguity from the business units Aptitude to continually learn new areas of the business, technology, and the PMO Ability to work in office in the Ballantyne area of Charlotte.

Created: 2026-03-04