Wholesale Lending Account Manager - New Jersey Market

Dart Bank is a community bank that provides innovative financial services for both personal and business banking. They are seeking a Wholesale Lending Account Manager to support sales in the New Jersey market, focusing on providing exceptional customer service and managing broker relationships.

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
• Prioritize small to mid-size broker shops
• 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