Account Manager handling enterprise accounts and strategic growth for human risk management solutions. Leading renewals and expansions in partnership with Customer Success and Sales teams.
About the role
- Account Manager serving as primary point of contact for TPO clients, ensuring smooth loan processing. Collaborating with internal teams for seamless service delivery within the mortgage sector.
Responsibilities
- Serve as the primary point of contact between TPO clients, Account Executives, and our internal operations team.
- Provide guidance on Verus loan programs to a group of assigned TPO clients.
- Responsible for providing program and system delivery expertise while assisting the TPO client in monitoring their pipeline and closing loans in a timely manner.
- Critical in facilitating seamless workflow and minimizing delays and escalating issues 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.
Requirements
- 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 first mortgage processing, underwriting, or sales support. Knowledge of non-QM and jumbo guidelines required.
- Strong 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 oriented with proven record of outstanding ability to motivate and influence others to accomplish objectives: present oneself assertively, convincingly and with confidence to establish credibility and respect from others.
- 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.
- Demonstrated knowledge of wholesale mortgage lending.
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!
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