Strategic Accounts Executive - Banks & Credit Unions

Responsibilities and Duties:

• 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.

Education and Experience:

• 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.

• Strategic Relationship Management: Builds and strengthens long-term partnerships with banks, credit unions, and financial institutions across assigned territories 
• Business Development & Territory Growth: Identifies new opportunities, develops referral channels, and drives sustainable production growth 
• Consultative Sales Expertise: Educates institutional partners on non-Agency and Jumbo lending solutions while aligning products to borrower needs 
• Mortgage Industry Knowledge: Demonstrates strong understanding of wholesale lending, non-Agency products, Jumbo programs, and regulatory requirements
• Communication & Influence: Effectively presents solutions, negotiates opportunities, and develops credibility with key decision-makers 
• Cross-Functional Collaboration: Works closely with underwriting, operations, account management, and sales teams to support partner success and loan execution

• Integrity: Builds trusted relationships through transparency, professionalism, and adherence to regulatory and company standards 
• Collaboration: Partners internally and externally to deliver exceptional service and successful lending outcomes 
• Excellence: Drives consistent production growth while maintaining a high standard of responsiveness and partner support 
• Critical Curiosity: Continuously monitors market trends, identifies emerging opportunities, and develops innovative strategies to expand Verus' presence within the banking and credit union channels

Benefits

• 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