[Remote] Strategic Account Executive - Financial Institutions
Note: The job is a remote job and is open to candidates in USA. Verus Mortgage Capital is seeking a Strategic Account Executive to develop and manage relationships with banks, credit unions, and financial institutions. The role positions its non-Agency and Jumbo wholesale lending solutions, develops institutional referral and origination partnerships, and drives loan production growth within an assigned territory.
Responsibilities
- 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
- Promote Verus' operational strengths, responsiveness, and partner support model to build confidence and long-term relationships
- Serve as a primary relationship contact for institutional partners and ensure a high level of responsiveness and service
- Collaborate closely with underwriting, operations, account management, and internal sales teams to ensure smooth loan execution
- Partner with internal teams to ensure institutional relationships are supported effectively throughout the lending process
- Ensure strong communication and coordination throughout the relationship lifecycle
- Stay informed on mortgage industry trends, non-Agency lending developments, and competitive market activity
- Provide market feedback and partner insights to leadership and internal stakeholders
- Identify opportunities to strengthen Verus’ presence within the banking and credit union market segments
- Represent Verus at industry conferences, trade associations, and networking events
- Strengthen Verus’ brand awareness and relationships within the institutional lending community
Skills
- 5+ years of experience in mortgage banking, wholesale lending, business development, or institutional sales
- Strong understanding of non-Agency, Jumbo, and wholesale mortgage lending
- 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
- Successful applicants will exemplify strong ethics, integrity, respect for others, accountability for decisions and actions, and good citizenship
- Bachelor's degree in finance, business, or related field preferred
- Existing relationships within banks, credit unions, or financial institutions strongly preferred
Benefits
- 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
- Professional development: tuition reimbursement and growth opportunities
- Commuter and transit benefits
- Fully remote work
Company Overview