Hybrid Account Manager – TPO

at Invictus Capital Partners

• Job title: Account Manager – TPO
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: $70,000 - $80,000 per year
• Degree requirement: High School Diploma
• Location requirements: Hybrid, Bloomington, United States

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!