Wholesale Mortgage Account Manager: Client & Pipeline Lead

Verus Mortgage Capital; BLOOMINGTON (MN); Hybrid; USD 75,000 - 80,000; Full time

Benefits offered by this job

401(k) plan with match up to 4%

Health coverage

Paid time off

Parental leave

Life insurance

EAP

Tuition reimbursement

Transit benefits

Job summary

Verus Mortgage Capital in Bloomington, MN is seeking an Account Manager to serve as the primary liaison between TPO clients, Account Executives, and our internal operations team. You will guide on Verus loan programs and help monitor pipelines to ensure timely closings with a focus on white-glove service.

The role requires excellent customer service, strong analytical abilities, and the ability to thrive both independently and in a fast-paced, collaborative environment, with hybrid or remote

Qualifications

• 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.

Responsibilities

• 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, loan pricing, systems, and processes.
• Conduct virtual 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.

Skills

Client relations

Sales support

Microsoft Office

Excel

Communication

Time management

Problem solving

Mortgage knowledge

Education

High school diploma or GED

Associate degree in business preferred

Tools

LOS systems

Mortgage software

Database management

Job description

Verus Mortgage Capital in Bloomington, MN is seeking an Account Manager to serve as the primary liaison between TPO clients, Account Executives, and our internal operations team. You will guide on Verus loan programs and help monitor pipelines to ensure timely closings with a focus on white-glove service.

The role requires excellent customer service, strong analytical abilities, and the ability to thrive both independently and in a fast-paced, collaborative environment, with hybrid or remote