Account Manager - TPO jobs in United States
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Verus Mortgage Capital · 1 month ago

Account Manager - TPO

Verus Mortgage Capital is an independent national mortgage investor offering responsible non-prime and Jumbo prime lending products. The Account Manager serves as the primary point of contact for TPO clients, providing guidance on loan programs and ensuring timely loan closings while facilitating seamless workflows.

AccountingBankingFinancial ServicesLendingMortgage

Responsibilities

Work in collaboration with Account Executes 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, 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

Qualification

Mortgage processing experienceAnalytical skillsMicrosoft ExcelCommunication skillsDatabase managementTime managementProblem-solvingCustomer serviceTeam collaborationInterpersonal skills

Required

High school diploma or GED required
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
Highly motivated self-starter, proactive, with intense focus on results
Effective time management
Proficiency in Microsoft Office, particularly Excel
Familiarity with loan origination systems (LOS) and mortgage technology platforms
Excellent communication and relationship building skills
Demonstrated ability to work effectively within cross-functional teams
Strong understanding of mortgage products and underwriting guidelines

Preferred

Associate degree in business preferred
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!

Company

Verus Mortgage Capital

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Verus is a mortgage investor filling the credit void in today’s mortgage market, acquires responsible non-agency mortgage loans.

Funding

Current Stage
Growth Stage

Leadership Team

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Dane Smith
President
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Company data provided by crunchbase