[Remote] Wholesale Lending Account Executive - Mountain West Markets

Note: The job is a remote job and is open to candidates in USA. Dart Bank is a community bank that has been serving its community since 1925, specializing in providing innovative financial services. They are seeking a Wholesale Lending Account Executive responsible for soliciting new business, developing marketing materials, and maintaining relationships with Wholesale broker production sources.

Responsibilities

• Reviews daily, weekly, monthly pipeline activity including lock expirations and maintain acceptable performance metrics as determined by Sales leadership
• Assist with developing a prospective B2B client pipeline for Regional Managers
• Develop tactical strategies and sales disciplines to maximize production opportunity within designated territory and provide market intelligence, production forecasts and marketing/business plans
• Engage with client and prospective client databases through multiple markets including phone, email, direct marketing, and social media tools
• Conduct group presentations over phone/video to promote Dart Bank Value Proposition and present our process, product, and technology platforms
• Relationship management of approved accounts with a focus on account activity, wallet share, and market-share metrics
• Provide excellent service through follow-up and guidance to our broker partners
• Drive improvements/efficiencies with clients and share ideas and best practices for success; serve as a peer mentor when called upon
• Be a subject matter expert on Dart’s underwriting guideline, program guidelines, lending policies, procedures, products, and technology as well as regulatory compliance through training, industry publications, and lending bulletins
• Communicate and develop and maintain strong positive relationships through communication with all departments to develop cohesive working relationships with Operations/Fulfillment Team Members and escalate any issues to Clients Services and appropriate operations management as required
• Use prescribed CRM metrics to improve outbound sales actions to produce expected results; gather data and update CRM systems accordingly
• Adheres to all Federal and State laws and regulations, including the Bank Secrecy Act
• This job profile is not intended to be an all-inclusive list of job duties and responsibilities, as one may perform additional related duties as assigned to meet the needs of the organization

Skills

• Minimum Education Requirement: College degree or equivalent experience
• Ability to learn quickly and apply that knowledge along with the ability to work in a fast-paced team environment
• Excellent networking and negotiation skills
• Excellent verbal, written, and interpersonal communications skills
• Must be detail-oriented, organized, and disciplined
• Ability to establish, maintain and grow relationships, whether local or remote, via face-to-face interactions, phone outreach, email correspondence, or other electronic forums
• 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
• 5+ years of recent mortgage operations experience in mortgage client services
• Minimum 5 years of recent experience as an Account Manager or equivalent role
• Must be proficient with the mortgage loan process and programs
• Proven production history and established broker base
• Strong knowledge in 'A' Paper
• Knowledge of FNMA/FHLMC and FHA/VA programs
• Experience with Encompass and TPO Connect is preferred
• Experience within the wholesale market is preferred

Benefits

• Medical Benefits
• Dental
• Vision
• 401(K) Employee Stock Ownership Plan
• Paid vacation & sick time
• Flexible scheduling
• Employee Assistance Program
• Dart Bank University

Company Overview