Account Manager na Invictus Capital Partners / Verus Mortgage Capital
Invictus Capital Partners / Verus Mortgage Capital · Bloomington, Estados Unidos Da América · Onsite
- Professional
- Escritório em Bloomington
The Account Manager plays a key role in supporting Verus’ Non-QM and Jumbo products, serving as the primary point of contact for a dedicated group of internal and external partners. In this role, you’ll provide program and system expertise, guide partners through the loan process, and ensure pipelines move smoothly from application to purchase. You’ll monitor files, manage exceptions, and coordinate communication across teams to deliver a seamless, “white glove” experience through underwriting and loan purchase.
Responsibilities and Duties:
- Primary point of contact for the client after loan submission
- Ensure the loan application and required documentation is complete and accurate and properly set up in the system.
- Obtain documentation needed for initial and final loan approval.
- Timely follow up on outstanding conditions to ensure proper clear to close timing; including the aggregation of conditions needed by the underwriter to ensure limited touches.
- Manage and/or input the Estimated Closing Date to ensure that the loan is properly prioritized throughout the process.
- Validate the initial, conditional, and final submission package for the underwriter.
- Maintain all communication with clients within required SLA.
- Perform weekly pipeline calls with sales and the client.
Education and Experience:
- Work to obtain condition sign off authority (no income, asset or property related).
- Meet and maintain SLA on initial file review and condition review or negotiate prioritization based upon other loans in the pipeline.
- Convert and organize loan documentation within systems
- Send all status documents and declinations (if applicable) to the client.
- Work closely with Account Executive, Underwriter, and Acquisition Purchase Auditor throughout the process
- Manage multiple loan files and cases to ensure each loan closes in the required closing date.
- Maintain working knowledge of loan programs and applicable guidelines.
- Provide exceptional customer service to customers, operations staff and all third parties throughout the entire loan process
- Perform such other tasks as may be assigned by your manager and/or senior management.
Key Competencies:
- Mortgage & Underwriting Expertise: Knowledge of loan processes, underwriting guidelines, and compliance requirements (Non-QM and Jumbo preferred)
- Client Relationship Management: Act as single point of contact, deliver “white glove” service, and maintain strong partner relationships
- Attention to Detail & Quality Control: Ensure accurate, complete, and compliant loan documentation with minimal errors
- Organization & Pipeline Management: Manage multiple loan files, prioritize effectively, and consistently meet SLAs
- Problem-Solving & Collaboration: Proactively resolve issues and coordinate with internal teams to keep loans moving to purchase
How This Role Demonstrates Our Values:
- Integrity: Ensure all loan documentation is accurate, complete, and compliant while maintaining honest and transparent communication with clients and partners.
- Collaboration: Partner closely with Account Executives, Underwriters, Auditors, and clients to resolve issues and move loans smoothly through the pipeline.
- Excellence: Deliver “white glove” service by consistently meeting SLAs, maintaining strong attention to detail, and producing high-quality results.
- Critical Curiosity: Proactively identify potential issues, stay current on loan guidelines, and recommend improvements to processes and client experience.
Benefits
- Great compensation package
- Attractive benefits plans and paid time off
- 401(k) w/ company matching
- Professional learning and development opportunities
- Tuition Reimbursement
- And much more!
Successful applicants will exemplify strong ethics, integrity, respect for others, accountability for decisions and actions, and good citizenship.
Maintaining a reliable, uninterrupted high speed internet connection is a requirement of hybrid or remote positions.
Maintaining a reliable, uninterrupted high speed internet connection is a requirement of hybrid or remote positions.
All job duties and responsibilities must be performed within the guidelines of the Verus Residential Mortgage Employee Handbook and established company policies and procedures. It is the responsibility of each employee to maintain confidentiality of the company, its clients and to follow applicable laws and regulations in the performance of duties.
Verus Mortgage Capital is an equal opportunity employer. All qualified applicants are welcomed to apply and will receive consideration for employment without unlawful discrimination because of a person’s race, religious creed, color, national origin, citizenship status, ancestry, marital status, sex, age, or sexual orientation, or because of a person’s disability or medical condition.
