Wholesale Lending Account Executive - Pacific Northwest Markets

The Dart Bank; Michigan; Presencial; USD 75.000 - 95.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, Dental, and Vision benefits

401(k) Plan with Employer Matching

Employee Stock Ownership Plan (Profit Sharing)

Paid vacation & sick time

Flexible scheduling

Employee Assistance Program

Dart Bank University

Descripción de la vacante

The Dart Bank is searching for a Wholesale Lending Account Executive to enhance business development through strategic marketing and maintain strong relationships with wholesale brokers in Michigan. The successful candidate will leverage 5+ years of mortgage operations experience while employing excellent networking and negotiation skills.

This role requires proficiency in mortgage processes along with robust interpersonal communication. A college degree or equivalent experience is required. Benefits include medical, dental, and vision plans, a 401(k) with employer matching, and an employee stock ownership plan.

Formación

• 5+ years of recent mortgage operations experience in mortgage client services.
• Minimum 5 years as an Account Manager or in a similar role.
• Proficiency with the mortgage loan process and programs.

Responsabilidades

• Solicit new business and develop marketing materials.
• Maintain existing relationships with wholesale broker sources.
• Review and maintain performance metrics set by Sales leadership.
• Develop tactical sales strategies to maximize production opportunities.
• Engage with client databases through various channels.
• Conduct presentations to promote Dart Bank’s offerings.
• Manage approved accounts focusing on activity and market share.
• Provide guidance and excellent service to broker partners.
• Share best practices and mentor peers.
• Adhere to legal regulations and compliance.

Conocimientos

Networking

Negotiation

Interpersonal communication

Detail-oriented

Time management

Customer service

Computer skills

Educación

College degree or equivalent experience

Herramientas

Encompass

TPO Connect

Descripción del empleo

Job Summary

The Wholesale Lending Account Executive is responsible for soliciting new business, developing marketing materials, and recommending broker approvals to Wholesale Regional Managers. The role maintains existing relationships with wholesale broker production sources and supports sales across Washington, Oregon, and Idaho.

Job Duties

• Review daily, weekly, and monthly pipeline activity, including lock expirations, and maintain performance metrics set by Sales leadership.
• Assist with developing a prospective B2B client pipeline for Regional Managers.
• Develop tactical sales strategies to maximize production opportunities within the designated territory, providing market intelligence, production forecasts, and marketing/business plans.
• Engage with client and prospective client databases through phone, email, direct marketing, and social media tools.
• Conduct group presentations over phone/video to promote Dart Bank’s value proposition and present processes, products, and technology platforms.
• Manage relationships of approved accounts, focusing on account activity, wallet share, and market‑share metrics.
• Provide excellent service through follow‑up and guidance to broker partners.
• Drive improvements and efficiencies with clients, sharing ideas and best practices for success; serve as a peer mentor when called upon.
• Serve as a subject‑matter expert on underwriting guidelines, program guidelines, lending policies, procedures, products, technology, and regulatory compliance.
• Communicate and maintain strong positive relationships with all departments, escalating issues to Client Services and appropriate operations management as required.
• Use prescribed CRM metrics to improve outbound sales actions and update CRM systems accordingly.
• Adhere to all Federal and State laws and regulations, including the Bank Secrecy Act.

Essential Functions

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

Qualifications

Education

• Minimum education: College degree or equivalent experience.

Skills

• Quick learner who can apply knowledge in a fast‑paced team environment.
• Excellent networking, negotiation, and interpersonal communication skills.
• Detail‑oriented, organized, and disciplined with strong time‑management abilities.
• Reliability, consistency, and a strong commitment to meeting responsibilities and expectations.
• Strong customer service orientation with professional, responsive, solution‑oriented interactions.
• Proficient computer skills and ability to navigate various software systems efficiently.

Experience

• 5+ years of recent mortgage operations experience in mortgage client services.
• Minimum 5 years as an Account Manager or equivalent role.
• Proficiency with the mortgage loan process and programs.
• Preferred experience with Encompass and TPO Connect, and within the wholesale market.
• Proven production history and established broker base.
• Strong knowledge of “A” Paper, FNMA/FHLMC, and FHA/VA programs.

Supervised By

Wholesale National Development Manager

Benefits

• Medical, Dental, and Vision benefits
• 401(k) Plan with Employer Matching
• Employee Stock Ownership Plan (Profit Sharing)
• Paid vacation & sick time
• Flexible scheduling
• Employee Assistance Program
• Dart Bank University

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 comply with applicable federal, state, and local anti‑discrimination laws. The Company seeks, employs, promotes, and compensates qualified individuals based on ability, performance, and other legitimate nondiscriminatory factors, without regard to protected status.