Wholesale Lending Account Executive at THE DART BANK

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Full Time

Start Date

Immediate

Expiry Date

06 Apr, 26

Salary

0.0

Posted On

06 Jan, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Account Management, Networking, Negotiation, Communication, Customer Service, Detail-Oriented, Organized, Disciplined, Sales Strategies, Market Intelligence, Broker Relationships, CRM Proficiency, Mortgage Operations, Regulatory Compliance, Team Collaboration, Problem Solving

Industry

Financial Services

Description

Job Details Level: Experienced Position Type: Full Time Education Level: 4 Year Degree Job Shift: Day Job Category: Banking Remote role supporting the Florida territory; Florida- or Georgia-based candidates strongly preferred. Summary: The Wholesale Lending Account Executive is responsible for the solicitation of new business for the company, development of marketing materials, and recommending the approval of new brokers to the Wholesale Regional Managers. Account Executives also maintain existing relationships with Wholesale broker production sources. Account Executives are self-sufficient, confident, and accurate decision makers. They work both independently and cohesively with others and foster a team environment. Maintaining an attitude of approachability and willingness to assist in troubleshooting with customers and Dart Bank departments as needed. They thrive in our ever-changing environment and take great pride in contributing to Dart Bank being an industry leader. Primary Duties: 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 database 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. Experience: Minimum 5 years recent experience as an Account Manager or equivalent role. Ability to learn quickly and apply that knowledge along with the ability to work in a fast-paced team environment. Proven production history and established broker base. Strong knowledge in "A" Paper. Knowledge of FNMA/FHLMC and FHA/VA programs. Excellent networking and negotiation skills. Excellent verbal, written, and interpersonal communications skills. Must be detail-oriented, organized, and disciplined. Ability to learn quickly and apply that knowledge along with the ability to work in a fast-paced team environment. Ability to work remotely to establish, maintain and grow relationships, face to face if local over the phone, email, or other electronic forums. Essential Functions: Use of hands or equivalent ability to complete required tasks. Vision or equivalent ability to complete required tasks. Strong communication skills and a positive attitude. Skills: Consistency and Commitment Organization Ability to adapt to quick changes Time Management Customer Service Computer literacy Education/Training/Experience: 5+ years of recent mortgage operations experience in mortgage client services. Must be proficient with the mortgage loan process and programs. Experience with Encompass, TPO Connect, and in the wholesale market is preferred. Minimum Education Requirement: College degree or equivalent experience. Qualifications Dart Bank is a community bank, serving our community since 1925. We specialize in providing financial services, but we are passionate about serving the community and building real relationships with people. Dart Bank provides innovative financial services for both personal and business banking, consumer and mortgage loans, commercial loans and lines of credit, merchant credit card processing, investment services and more. Our array of products and services and our longstanding history within our communities shows we care about what matters most for our customers and we are there for them for the most important times in their lives. Dart Bank. For What Matters Most. We offer: Medical Benefits Dental Vision 401(K) Employee Stock Ownership Plan Paid vacation & sick time Flexible scheduling Employee Assistance Program Dart Bank University At Dart Bank you can expect to be surrounded by a team that will support you and invest in your growth in a quick-paced work environment where we delivery exceptional customer service. We are a local business that cares about our employees and our community. The Company is committed to providing equal opportunity in employment and prohibiting all forms of unlawful discrimination and harassment. All employment decisions, policies, and practices, in terms of the recruitment process and other conditions and privileges of employment, will comply with applicable federal, state, and local anti-discrimination laws. The Company seeks, employs, promotes, and compensates qualified individuals based on ability, as demonstrated by performance and other legitimate non-discriminatory factors, without regard to race, color, religion, national origin, citizenship, ancestry, sex (including sexual orientation, gender expression, and gender identity), age, physical or mental disability, pregnancy, genetic information, military status, veteran status, or any other protected status under federal, state (in Michigan: marital status, familial status, height, weight, and misdemeanor arrest record), or local law (individually and collectively, “Protected Class”).

Responsibilities

The Wholesale Lending Account Executive is responsible for soliciting new business and maintaining relationships with existing Wholesale broker production sources. They also develop marketing materials and recommend new brokers to the Wholesale Regional Managers.