About this role
The Account Manager serves as the primary point of contact between TPO clients, Account Executives, and our internal operations team. Provides guidance on Verus loan programs to a group of assigned TPO clients. The position is responsible for providing program and system delivery expertise while assisting the TPO client in monitoring their pipeline and closing loans in a timely manner. This role is critical in facilitating seamless workflow and minimizing delays and where required, escalate issues into the team to ensure “white glove” service through to the closing of each loan.
Success in this role requires excellent customer service, strong analytical abilities, and the ability to thrive both independently and collaboratively in a fast-paced environment. This position is hybrid or remote. Candidates living within a reasonable commute of our office will be expected to work onsite 2–3 days per week as part of our hybrid work model. Work in collaboration with Account Executives and internal operations team to develop and maintain strong relationships with TPO clients. Communicate with TPO clients, acting as primary liaison to operations for status information or loan issue resolution.
Provide ongoing support and guidance to TPO clients on loan products, loan structuring, loan pricing, systems, and processes. Conduct virtual training to help our TPO clients improve loan submission quality. Perform weekly pipeline reviews with sales teams and TPO clients to ensure progress and address issues in a timely manner. Ensure all TPO client interactions and responses are documented and resolved. Implement action plans for improving workflow inefficiencies and addressing training gaps.