Underwriting Liaison

Responsibilities and Duties:

• Act as the primary contact of the conditions submission and clearing process / review, and as the liaison and coordinator between the TPO client and Underwriting.
• Proactively managing all condition related follow-up to ensure they are collected from the TPO client and submitted to underwriting.
• Communicate effectively with TPO clients and team members to resolve issues or address questions related to loan documentation / conditions.
• Provide underwriting guidelines and condition subject matter expertise to the TPO client. 
• Meet service level agreements (SLAs) for collection and submission of loan conditions.
• Manage file organization, upload documents to systems, and maintain accurate records.

Education and Experience:

• High school diploma or equivalent required.
• 3 to 5 years of experience in mortgage originations (e.g. loan processing, underwriting support).
• High Familiarity with mortgage loan guidelines, underwriting philosophy, and loan documentation.
• Non-Agency / non-QM experienced required.
• Strong attention to detail and organizational skills.
• Ability to prioritize and manage multiple tasks in a deadline-driven environment.
• Excellent verbal and written communication skills.
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook) and loan origination systems.
• Team-oriented mindset with the ability to work collaboratively.

• Communication Skills: Must have strong relationship management skills with strong customer service orientation. Must effectively interact with underwriters, TPO clients, and sales / operational team members to resolve issues and provide clear updates.
• Attention to Detail: Ensuring accuracy in reviewing and inputting loan documentation and maintaining data integrity throughout the underwriting process.
• Organizational Skills: Managing multiple tasks, maintaining well-organized records, and ensuring timely submission of required documents.
• Problem-Solving: Adapting to a fast-paced environment and addressing challenges or discrepancies in loan submissions.
• Technical Proficiency: Competence in using Microsoft Office Suite and mortgage-related systems for efficient document management and data processing.

• Integrity: The Underwriting Liaison builds confidence through accuracy and transparency, ensuring every detail is handled with honesty and consistency in both client and team interactions.
• Collaboration: This role depends on strong teamwork, working hand-in-hand with underwriters, TPO clients, and internal partners to keep processes efficient and loan files moving without delay.
• Excellence: Excellence is shown through precision and reliability—meeting deadlines, maintaining quality standards, and supporting Verus’s reputation for delivering trusted lending solutions.
• Critical Curiosity: By asking thoughtful questions and exploring complex loan scenarios, the Underwriting Liaison uncovers smarter solutions and opportunities to strengthen client relationships and processes.

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

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.