[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.ResponsibilitiesReviews daily, weekly, monthly pipeline activity including lock expirations and maintain acceptable performance metrics as determined by Sales leadershipAssist with developing a prospective B2B client pipeline for Regional ManagersDevelop tactical strategies and sales disciplines to maximize production opportunity within designated territory and provide market intelligence, production forecasts and marketing/business plansEngage with client and prospective client databases through multiple markets including phone, email, direct marketing, and social media toolsConduct group presentations over phone/video to promote Dart Bank Value Proposition and present our process, product, and technology platformsRelationship management of approved accounts with a focus on account activity, wallet share, and market-share metricsProvide excellent service through follow-up and guidance to our broker partnersDrive improvements/efficiencies with clients and share ideas and best practices for success; serve as a peer mentor when called uponBe a subject matter expert on Dartβs underwriting guideline, program guidelines, lending policies, procedures, products, and technology as well as regulatory compliance through training, industry publications, and lending bulletinsCommunicate 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 requiredUse prescribed CRM metrics to improve outbound sales actions to produce expected results; gather data and update CRM systems accordinglyAdheres to all Federal and State laws and regulations, including the Bank Secrecy ActThis 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 organizationSkillsMinimum Education Requirement: College degree or equivalent experienceAbility to learn quickly and apply that knowledge along with the ability to work in a fast-paced team environmentExcellent networking and negotiation skillsExcellent verbal, written, and interpersonal communications skillsMust be detail-oriented, organized, and disciplinedAbility to establish, maintain and grow relationships, whether local or remote, via face-to-face interactions, phone outreach, email correspondence, or other electronic forumsDemonstrates reliability, consistency, and a strong commitment to meeting responsibilities and expectationsMaintains strong organizational skills with the ability to manage tasks, priorities, and workflow efficientlyAdapts effectively to changing priorities, fast-paced environments, and evolving business needsExhibits strong time management skills with the ability to prioritize work and consistently meet deadlinesProvides exceptional customer service through professional, responsive, and solution-oriented interactionsDemonstrates computer proficiency and the ability to learn and navigate various software systems and applications efficiently5+ years of recent mortgage operations experience in mortgage client servicesMinimum 5 years of recent experience as an Account Manager or equivalent roleMust be proficient with the mortgage loan process and programsProven production history and established broker baseStrong knowledge in 'A' PaperKnowledge of FNMA/FHLMC and FHA/VA programsExperience with Encompass and TPO Connect is preferredExperience within the wholesale market is preferredBenefitsMedical BenefitsDentalVision401(K) Employee Stock Ownership PlanPaid vacation & sick timeFlexible schedulingEmployee Assistance ProgramDart Bank UniversityCompany OverviewDart Bank is a primary purpose to meet the financial needs of its banking communities. It is a sub-organization of Dartbank Wealth. It was founded in 2016, and is headquartered in Mason, Michigan, USA, with a workforce of 201-500 employees. Its website is http://dartbank.com.