Account Manager - Mortgage​/Non-Agency

Description

The Account Manager serves as the primary point of contact between TPO clients, Account Executives, and our internal operations team. They provide guidance on Verus loan programs to a group of assigned TPO clients, ensuring program and system delivery expertise while assisting the TPO client in monitoring their pipeline and closing loans in a timely manner. This role facilitates seamless workflow and minimizes delays, escalating issues when necessary to ensure “white glove” service through to the closing of each loan.

Excellent customer service, strong analytical abilities, and the capacity to thrive both independently and collaboratively in a fast‑paced environment are required.

Department: Wholesale Group

Location: Bloomington, MN

Compensation: $70,000 - $80,000 per year

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.

• Work in collaboration with Account Executives and the internal operations team to develop and maintain strong relationships with TPO clients.
• Communicate with TPO clients, acting as the 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.

• 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.
• Experience supporting a wholesale lending channel, preferably with non‑agency/Non‑QM products, partnering with mortgage brokers to manage pipelines and close loans efficiently while delivering a seamless, portfolio‑lender‑driven experience.
• 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 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.

• 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.
• 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.

• Integrity
  :
  The Account Manager is a trusted and dependable resource for our TPO partners…