The Account Manager provides expert guidance to our Partners submitting applications for Verus’ non-Agency / non-QM and Jumbo Products. This position is the single point of contact for a group of internal and external partners assigned to the position. The position is responsible in part to provide program and system delivery expertise while assisting the partner in monitoring pipeline, submitting exceptions and loan files for review and pull through to purchasing loans monthly with Verus.

They will facilitate all communication where required and escalate issues into the teams to ensure “white glove” service through to the underwriting and purchasing of each loan. 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

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.

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 How This Role Demonstrates Our Values: Integrity: Ensure all loan documentation is accurate, complete, and compliant while maintaining honest and transparent communication with clients and partners.