Manage existing banking relationships while achieving financial targets as Senior Virtual Relationship Manager. Focus on excellent customer service and banking product knowledge in a dynamic environment.
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!
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