Hybrid Account Manager

at Invictus Capital Partners

• Job title: Account Manager
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: $75,000 - $80,000 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Bloomington, United States

About the role

• Account Manager serving as the primary point of contact for Non-QM and Jumbo products. Guiding partners through the loan process and ensuring seamless pipeline management at Verus Mortgage Capital.

Responsibilities

• 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.

Requirements

• 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.

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!