Wholesale Lending Account Executive - Pacific Northwest Markets

Level Experienced

Position Type Full Time

About the Role

Supporting Sales in Pacific Northwest Markets (Washington, Oregon, & Idaho)

Job 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.

Job 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 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 m aintain 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.

Essential Functions

• Must be able to perform the essential functions of this position with or without reasonable accommodation.

Qualifications

• Education

• Minimum Education Requirement: College degree or equivalent experience.

• Skills

• 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 learn quickly and apply that knowledge along with the ability to work in 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.

• 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.

• Experience

• 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.

• Experience with Encompass and TPO Connect is preferred.

• Experience within the wholesale market is preferred.

• Proven production history and established broker base.

• Strong knowledge in "A" Paper.

• Knowledge of FNMA/FHLMC and FHA/VA programs.

Supervised By

• Wholesale National Development Manager

Supervises

• None

Who We Are

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) Plan with Employer Matching

• Employee Stock Ownership Plan (Profit Sharing)

• 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 deliver exceptional customer service. We are a local business that cares about our employees and our community.

Dart Bank is committed to providing equal opportunity in employment, maintaining a diverse workforce, 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 nondiscriminatory 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”). This employer participates in E Verify and will provide the federal government with your Form I 9 information to confirm that you are authorized to work in the United States. If E Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so that you can begin to resolve the issue before this employer can take any action against you, including terminating your employment. This employer can only use E Verify once you have accepted a job offer and completed Form I 9.