The Role
The Account Manager acts as a key liaison between TPO clients and internal teams, ensuring effective communication, guidance on loan programs, and support for timely loan closings. Responsibilities include relationship management, pipeline monitoring, and collaboration to enhance workflow efficiencies.
Summary Generated by Built In
The Account Manager serves as the primary point of contact between TPO clients, Account Executives, and our internal operations team. Provides guidance on Verus loan programs to a group of assigned TPO clients. The position is responsible for providing program and system delivery expertise while assisting the TPO client in monitoring their pipeline and closing loans in a timely manner. This role is critical in facilitating seamless workflow and minimizing delays and where required, escalate issues into the team to ensure “white glove” service through to the closing of each loan. Success in this role requires excellent customer service, strong analytical abilities, and the ability to thrive both independently and collaboratively in a fast-paced environment.
This position is hybrid or remote. Candidates living within a reasonable commute of our office will be expected to work onsite 2–3 days per week as part of our hybrid work model.
This position is hybrid or remote. Candidates living within a reasonable commute of our office will be expected to work onsite 2–3 days per week as part of our hybrid work model.
Responsibilities and Duties:
- Work in collaboration with Account Executives and internal operations team to develop and maintain strong relationships with TPO clients.
- Communicate with TPO clients, acting as primary liaison to operations for status information or loan issue resolution.
- Provide ongoing support and guidance to TPO clients on loan products, loan structuring, systems, and processes.
- Conduct training to help our TPO clients improve loan submission quality.
- Perform weekly pipeline reviews with sales teams and TPO clients to ensure progress and address issues in a timely manner.
- Ensure all TPO client interactions and responses are documented and resolved.
- Implement action plans for improving workflow inefficiencies and addressing training gaps.
Education and Experience:
- High school diploma or GED required (associate degree in business preferred) or equivalent combination of education and experience.
- Minimum of 3 years’ previous experience with wholesale relationship management or sales support.
- Proven guideline and pricing experience with non-agency/non-QM products.
- Computer skills including Microsoft Office, with medium to advanced Excel skills and database management, familiarity with standard mortgage operating systems.
- Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously.
- Demonstrated ability to analyze, reason, problem solve, prioritize work independently, and adapt to changing circumstances.
- Excellent analytical, written, communication and interpersonal skills.
- Ability to demonstrate excellent communication and ability to build and sustain relationships with clients and partners.
- A true team player and collaborator, translating knowledge and experience into strong and productive relationships internally and externally.
- Results driven with proven record of outstanding ability to motivate and influence others to accomplish objectives.
- Highly motivated self-starter, proactive, with intense focus on results. Conveys a sense of urgency to achieve business goals and exceed expectations.
- Effective time management.
Key Competencies:
- Technical Expertise: Proficiency in Microsoft Office, particularly Excel; familiarity with loan origination systems (LOS) and mortgage technology platforms.
- Communication: Excellent communication and relationship building skills; ability to build and sustain relationships across multiple departments and stakeholders.Time Management: Ability to organize, prioritize, and manage multiple tasks simultaneously.
- Team Collaboration: Demonstrated ability to work effectively within cross-functional teams.
- Time Management: Ability to organize, prioritize, and manage multiple tasks simultaneously and meet deadlines.
- Problem-Solving: Strong understanding of mortgage products and underwriting guidelines.Time Management: Ability to organize, prioritize, and manage multiple tasks simultaneously.
- Team Collaboration: Demonstrated ability to work effectively within cross-functional teams.
- Time Management: Ability to organize, prioritize, and manage multiple tasks simultaneously and meet deadlines.
How This Role Demonstrates Our Values:
- Integrity: The Account Manager is a trusted and dependable resource for our TPO partners and Account Executives. By adhering to ethical standards and company policies and procedures, they uphold trust and transparency in every transaction.
- Collaboration: This role works closely with TPO clients and our internal team members to ensure a seamless transaction from origination through to closing. Their ability to coordinate effectively fosters teamwork and helps achieve common goals with minimal delays.
- Excellence: Through effective communication, dedication to knowing product guidelines, efficient time management, and a commitment to quality, the Account Manager contributes to delivering outstanding service and maintaining high operational standards.
- Critical Curiosity: The Account Manager applies critical thinking to identify gaps, inconsistencies, or opportunities for improvement in processes. Their proactive approach to problem-solving ensures continuous learning and optimization.
Benefits
- Competitive compensation package, including base salary and performance-based bonus opportunities
- 401(k) plan with 100% company match up to 4%
- Comprehensive health coverage: medical, dental, vision, HSA, and FSA options
- Generous paid time off: 20 days PTO, company holidays, and sick time
- Paid parental leave
- Company-paid life insurance and disability coverage
- Employee Assistance Program (EAP): mental health, financial, and wellness support
- Professional development: tuition reimbursement and growth opportunities
- Commuter and transit benefits
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.
About
Invictus Capital Partners, LP (“Invictus”), a leading investment firm, and its subsidiary Verus Residential Loanco, LLC (“Verus,” and together with Invictus, the “Companies”), manage and oversee investments in Non-Agency single family residential mortgage loans. Invictus is located in Washington, D.C. and has approximately 50 employees, and Verus is located in Minneapolis and has approximately 200 employees. The Companies have overseen the acquisition of over $38 billion of mortgage loans since their inception. In addition, Invictus manages over $19 billion in gross assets and has completed over 70 rated securitizations. Interested candidates can learn more about the Companies by visiting www.invictuscp.com and www.verusmc.com.
Skills Required
- High school diploma or GED required
- Minimum of 3 years' previous experience with wholesale relationship management or sales support
- Proven guideline and pricing experience with non-agency/non-QM products
- Computer skills including Microsoft Office, medium to advanced Excel skills
- Demonstrated ability to analyze, reason, problem solve, prioritize work independently
- Ability to demonstrate excellent communication and ability to build and sustain relationships
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The Company
What We Do
Invictus Capital Partners is a real estate credit focused alternative asset manager and investment management firm, established in 2008, specializing in opportunistic credit strategies and managing portfolios of real estate debt securities and loans.
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