Wholesale Lending Account Manager - New Jersey Market

Dart Bank is a community bank that has been serving its community since 1925, specializing in financial services. The Wholesale Lending Account Manager is responsible for supporting sales in the New Jersey market by providing exceptional customer service and managing broker relationships effectively.

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
• 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

Requirements:

• 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