Note: The job is a remote job and is open to candidates in USA. Dart Bank is a community bank that provides innovative financial services for both personal and business banking. They are seeking a Wholesale Lending Account Manager to support sales in the New Jersey market, focusing on providing exceptional customer service and managing broker relationships.
Responsibilities
- Provides support and follow up on broker approval and set up process
- Reviews daily, weekly, monthly pipeline activity and maintain acceptable performance metrics as determined by Sales leadership
- Assist with developing a prospective B2B client pipeline
- Monitor rate lock expiration activity. Follow up and assist brokers with rate lock extensions and other pricing related questions
- Provide customer training on DartEdge, Dart’s wholesale customer portal
- Provide support to brokers on navigating the originations process including but not limited to the following:
- Creating an application in the portal
- Requesting Initial Disclosures and changes of circumstance
- Submitting a loan to underwriting
- Submitting a condition review
- Assisting with appraisal orders, FHA Case numbers and transcripts
- Assisting with pricing and locking loans
- Answering general questions related to guidelines, scenarios and product
- Requesting a CD or Closing Docs
- Assisting with any post origination follow up as necessary
- Escalate issues to Client Services and appropriate operations management as required
- Follow appropriate escalation paths to resolve issues or complaints
- Maintain a working knowledge of Dart’s underwriting guideline, program guidelines, and regulatory compliance
- Maintain strong positive communication with all departments to develop cohesive working relationships
- Drive improvements/efficiencies with clients
- Prioritize small to mid-size broker shops
- Track and maintain lead information, including contact details, loan type, interest level, and communication history
- Schedule and manage follow-ups to ensure timely client outreach and engagement
- Update CRM systems or spreadsheets with accurate and confidential customer data
- Monitor lead progress and assist with reporting on client activity and follow-up status
- Maintain industry knowledge and enhanced expertise through training, industry publications, and lending bulletins
- Share ideas and best practices for success and serve as a peer mentor when called upon
- Adheres to all Federal and State laws and regulations, including the Bank Secrecy Act
- All other duties as assigned
Skills
- Minimum Education Requirement: College degree or equivalent experience
- 5+ years of recent mortgage operations experience in mortgage client services
- Minimum of 5 years recent experience in mortgage lending
- Must be proficient with the mortgage loan process and programs
- Experience with Encompass and TPO Connect
- Knowledge of FNMA/FHLMC and FHA/VA programs
- Demonstrates reliability, consistency, and a strong commitment to meeting responsibilities and expectations
- Maintains strong organizational skills with the ability to manage tasks, priorities, and workflow efficiently
- Adapts effectively to changing priorities, fast-paced environments, and evolving business needs
- Exhibits strong time management skills with the ability to prioritize work and consistently meet deadlines
- Provides exceptional customer service through professional, responsive, and solution-oriented interactions
- Demonstrates computer proficiency and the ability to learn and navigate various software systems and applications efficiently
- Excellent verbal, written, and interpersonal communications skills
- Must be detail-oriented, organized, and disciplined
- Ability to learn quickly and apply that knowledge within a fast-paced team environment
- Ability to establish, maintain and grow relationships, whether local or remote, via face-to-face interactions, phone outreach, email correspondence, or other electronic forums
- Experience within the wholesale market is preferred
Benefits
- Medical Benefits
- Dental
- Vision
- 401(k) Plan with Employer Matching
- Employee Stock Ownership Plan (Profit Sharing)
- Paid vacation & sick time
- Flexible scheduling
- Employee Assistance Program
- Dart Bank University
Company Overview