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Account Manager
Invictus Capital PartnersPosted 10/20/2026full-timeBloomington • Minnesota • United StatesMid-LevelSenior💰 $75,000 - $80,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in wholesale relationship management and loan program guidance, with strong analytical and communication skills to effectively support TPO clients throughout the loan process. Proficient in mortgage products, underwriting guidelines, and mortgage technology platforms to enhance client relationships and streamline operations.
Highest-signal resume keywords
Wholesale Relationship ManagementLoan Program GuidanceMortgage Technology PlatformsDatabase ManagementMicrosoft Office Proficiency
About the role
Key responsibilities & impact- Serve as the primary point of contact between TPO clients, Account Executives, and the internal operations team
- Provide guidance on Verus loan programs to assigned TPO clients
- Provide program and system delivery expertise
- Assist TPO clients in monitoring their pipeline and closing loans in a timely manner
- Facilitate seamless workflow and minimize delays
- Escalate issues to the team when required to ensure white-glove service through loan closing
- Collaborate with Account Executives and internal operations to develop and maintain TPO client relationships
- Communicate with TPO clients as the primary liaison to operations for status information and loan issue resolution
- Support and guide clients on loan products, loan structuring, loan pricing, systems, and processes
- Conduct virtual training to improve loan submission quality
- Perform weekly pipeline reviews with sales teams and TPO clients
- Document and resolve all TPO client interactions and responses
- Implement action plans to improve workflow inefficiencies and address training gaps
- Report to the VP Head of Client Services / Account Management
Requirements
What you’ll need- High school diploma or GED required
- Associate degree in business preferred
- Minimum of 3 years’ previous experience with wholesale relationship management or sales support
- Proven guideline and pricing experience with non-agency/non-QM products
- Microsoft Office proficiency, with medium to advanced Excel skills
- Database management experience
- Familiarity with standard mortgage operating systems, loan origination systems (LOS), and mortgage technology platforms
- Ability to organize, prioritize, and perform multiple tasks simultaneously
- Ability to analyze, reason, problem solve, prioritize work independently, and adapt to changing circumstances
- Excellent analytical, written, communication, and interpersonal skills
- Ability to build and sustain relationships with clients and partners
- Ability to work effectively within cross-functional teams
- Strong understanding of mortgage products and underwriting guidelines
- Effective time management
- Must maintain confidentiality and follow applicable laws, regulations, company policies, and procedures
Benefits
Comp & perks- Competitive compensation package, including performance-based bonus opportunities
- 401(k) plan with 100% company match up to 4%
- Comprehensive health coverage: medical, dental, vision, HSA, and FSA options
- 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
- Tuition reimbursement and growth opportunities
- Commuter and transit benefits
- Reliable, uninterrupted high speed internet connection for hybrid or remote positions
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Loan StructuringLoan PricingPipeline MonitoringAnalytical SkillsProblem SolvingTime ManagementMortgage Products KnowledgeUnderwriting GuidelinesVirtual TrainingDatabase Management
Soft Skills
Interpersonal SkillsCommunication SkillsOrganizational SkillsCollaborationAdaptability
Tools & Technologies
Mortgage Operating SystemsLoan Origination Systems (LOS)Microsoft Excel
Industry Keywords
TPO ClientsNon-Agency ProductsNon-QM ProductsClient ServicesSales Support