Account Manager

Invictus Capital Partners

Account Manager providing expert guidance to Partners submitting applications for Verus’ non-Agency mortgage products. Serve as the single point of contact throughout the loan process.

Posted 5/20/2026full-timeBloomington • Minnesota • 🇺🇸 United StatesMid-LevelSenior💰 $75,000 - $80,000 per yearWebsite

About the role

Key responsibilities & impact

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 client within required SLA.
Perform weekly pipeline calls with sales and the client.
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 ensuring 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.

Requirements

What you’ll need

High school diploma or equivalent
3+ years of mortgage processing experience
Proficient in MS Office including Word and Excel
Knowledge of current regulatory compliance requirements
Organized, analytical, detail oriented, and self-motivated
Effective communication with others, both verbally and in writing
Maintain the highest level of confidentiality and quality
Complete responsibilities effectively and efficiently with minimal direction
Manage daily tasks to ensure business needs are consistently met, escalating as necessary to ensure completion.
Present self in a professional manner and interact with all levels of organization and outside contacts appropriately.
Comply with Verus policies and procedures.
Adopt the Verus culture that contributes to an environment of teamwork and promotes a positive company image to external customers.
Mortgage & Underwriting Expertise: Knowledge of loan processes, underwriting guidelines, and compliance requirements (non-Agency / non-QM and Jumbo preferred)
Client Relationship Management: Act as single point of contact, deliver “white glove” service, and maintain strong partner relationships
Attention to Detail & Quality Control: Ensure accurate, complete, and compliant loan documentation with minimal errors
Organization & Pipeline Management: Manage multiple loan files, prioritize effectively, and consistently meet SLAs
Problem-Solving & Collaboration: Proactively resolve issues and coordinate with internal teams to keep loans moving to purchase

Benefits

Comp & perks

Competitive compensation package, including base salary and performance-based bonus opportunities
401(k) plan with 100% company match up to 4%
Comprehensive health coverage: medical, dental, vision, HSA, and FSA options
Generous paid time off: 20 days PTO, company holidays, and sick time
Paid parental leave
Company-paid life insurance and disability coverage
Employee Assistance Program (EAP): mental health, financial, and wellness support
Professional development: tuition reimbursement and growth opportunities
Commuter and transit benefits

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

mortgage processingloan documentationregulatory complianceunderwriting guidelinespipeline managementclient relationship managementattention to detailquality controlproblem-solvinganalytical skills

Soft Skills

effective communicationorganizational skillsself-motivatedprofessionalismteamworkcustomer servicedetail-orientedtime managementcollaborationnegotiation

Certifications

high school diploma or equivalent