Invictus Capital Partners

National Account Executive – Wholesale

Invictus Capital Partners

full-time

Posted on:

Location Type: Remote

Location: Minnesota • United States

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About the role

  • Foster and maintain strong relationships with existing non-Agency wholesale clients.
  • Be a point of contact for client inquiries, concerns, and support.
  • Identify and pursue opportunities to expand the client base in the non-Agency wholesale market.
  • Proactively engage with potential clients, presenting the benefits of our mortgage products.
  • Manage the end-to-end loan application process, collaborating with brokers and internal teams.
  • Ensure smooth and efficient transactions, resolving any issues that may arise during the loan process.
  • Stay updated on industry regulations, compliance requirements, and changes in the non-Agency mortgage space.
  • Ensure adherence to industry compliance standards.
  • Maintain state licensing approvals, where needed.
  • Effectively communicate with internal teams, including underwriters and loan processors, to streamline processes.
  • Collaborate with sales and marketing teams to contribute insights for refining strategies.
  • Conduct market analysis to identify trends and opportunities in the non-Agency wholesale sector.
  • Address and resolve any issues or challenges that may arise during the loan process, ensuring client satisfaction.
  • Actively contribute to the overall success of the company by driving client satisfaction and maximizing business opportunities.
  • Stay adaptable to changing market conditions and proactively seek innovative approaches to enhance service delivery.

Requirements

  • High school diploma, bachelor's degree in finance, business, or a related field preferred
  • Relevant experience in mortgage sales, particularly in Non-Agency lending, is crucial.
  • Staying updated on market trends and building relationships within the industry are valuable assets for this role
  • Average monthly funded Non-Agency volume of $2m
  • Strong communication and negotiation skills
  • Ability to thrive in a production-driven environment
  • Knowledge of the mortgage industry regulations
  • A proven track record in sales is required.
  • Active Broker Connections
  • Customer service focused
  • Detail oriented
  • Be a team player
  • Computer/Technology savvy
  • **Physical Requirements: **
  • - Ability to sit, stand, and use a computer
  • - Ability to lift 15lbs at times
Benefits
  • - Great compensation package
  • - Attractive benefits plans and paid time off
  • - 401(k) w/ company matching
  • - Professional learning and development opportunities
  • - And much more!
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
mortgage salesNon-Agency lendingloan application processmarket analysissales strategiesclient satisfactioncompliance standardsnegotiationcustomer service
Soft Skills
strong communicationdetail orientedteam playeradaptabilityrelationship buildingproblem solvingproduction-driven environment
Certifications
state licensing approvals