Strategic Accounts Executive – Banks & Credit Unions

Invictus Capital Partners

Sales professional developing and managing relationships with banks, credit unions, and financial institutions. Focused on non-Agency and Jumbo wholesale lending solutions within assigned territories.

Posted 6/16/2026full-timeRemote • Minnesota • 🇺🇸 United StatesMid-LevelSenior💰 $72,500 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

mortgage bankingwholesale lendingbusiness developmentinstitutional salespipeline managementmarket analysisunderwritingloan executionnegotiationcompliance standards

Soft Skills

communicationpresentationrelationship managementorganizational abilitiesindependent worknetworkingcollaborationproactive sourcingstakeholder engagementproduction-driven mindset

Certifications & Qualifications

Bachelor’s degree in financeBachelor’s degree in business

Industry Keywords

non-Agency loansJumbo loansfinancial institutionscredit unionsbanksinstitutional referralwholesale originationtrade associationsindustry conferencesdedicated support resources

About the role

Key responsibilities & impact

Develop and maintain relationships with banks, credit unions, and financial institutions within assigned territory.
Position Verus as a trusted wholesale lending partner for non-Agency and Jumbo loan solutions.
Build relationships with key stakeholders including retail lending leaders, mortgage departments, loan officers, and secondary marketing contacts.
Navigate institutional onboarding, approval, and partnership processes as needed.
Identify and pursue opportunities to establish new institutional referral and wholesale origination relationships.
Proactively source new business opportunities through networking, market analysis, industry events, and direct outreach.
Develop and maintain a strong pipeline of prospective institutional partners.
Drive production growth and market penetration within assigned territory.
Educate institutional partners on Verus’ products, underwriting philosophy, and dedicated support resources available to assist throughout the loan process
Collaborate closely with underwriting, operations, account management, and internal sales teams to ensure smooth loan execution.
Represent Verus at industry conferences, trade associations, and networking events.

Requirements

What you’ll need

5+ years of experience in mortgage banking, wholesale lending, business development, or institutional sales.
Bachelor’s degree in finance, business, or related field preferred.
Strong understanding of non-Agency, Jumbo, and wholesale mortgage lending.
Existing relationships within banks, credit unions, or financial institutions strongly preferred.
Proven track record of developing new business and growing production volume.
Strong communication, presentation, and negotiation skills.
Ability to work independently in a production-driven sales environment.
Strong organizational and relationship management abilities.
Knowledge of mortgage industry regulations and compliance standards.

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