Strategic Accounts Executive – Banks, Credit Unions

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Logo of Invictus Capital Partners

Invictus Capital Partners

11 - 50 employees

Founded 2008

💸 Finance

🏠 Real Estate

Finance • Real Estate

Invictus Capital Partners is a real estate credit focused alternative asset manager that specializes in private funds and separately managed accounts. Founded in 2008, the firm targets investments in both residential and commercial mortgage loans. Invictus employs a comprehensive approach by utilizing its Verus affiliates to source, diligence, and manage real estate whole loans. The company seeks to generate attractive risk-adjusted returns through its investment programs, leveraging a national sourcing network and a substantial operating infrastructure. Invictus has a proven track record since 2015, focusing on premium returns with robust downside protection for its institutional clients.

📋 Description

• 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. • 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. • Represent Verus at industry conferences, trade associations, and networking events.

🎯 Requirements

• 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.

🏖️ 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

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