Dart Bank · 1 day ago
Wholesale Lending Loan Set Up Specialist
United States
Full-time
Remote
Entry Level
2+ years expDart 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 Loan Setup Specialist who will be responsible for monitoring setup pipelines, reviewing loans for accuracy, and managing the redisclosure process while ensuring compliance and customer satisfaction.
BankingCommunitiesFinancial Services
Responsibilities
Monitors setup pipelines and dashboards for appropriate service orders and loan setup tasks
Reviews all loans upon partner request for submission to Underwriting to ensure completeness and accuracy of data and documentation prior to initial UW decision
Request all 3rd party services needed, including but not limited to: Appraisal, Flood, Tax Transcripts, FHA Case Number Assignments, SSA Verify, VVOE
Delivers appropriate disclosures to borrowers as required, including but not limited to: FCRA Notice, Flood Hazard determination
Manages the redisclosure process for accuracy, compliance, and timeliness
Maintains a working knowledge of FHA Connection, VA LGY for case number assignment
Actively participate and advocate the bank’s training and development programs and commitment to learning
Excellent verbal and written communication skills with the ability to handle delicate situations with diplomacy and tact
Maintain strong knowledge and understanding of Agency and product requirements. Continuing education is required
Responsible for following company policies and procedures as directed. Never employ workarounds to procedures or policies
Be relentlessly resourceful in finding answers and assist in creation of trainings, manuals and job aids as needed
Willing and able to assist mortgage teams with questions and training as needed
Maintain strong positive communication with all departments to develop cohesive working relationships
All other duties as assigned
Adheres to all Federal and State laws and regulations, including the Bank Secrecy Act
Qualification
Required
2+ years of recent mortgage operations experience in mortgage setup, associated service orders or their equivalent
Must be proficient with mortgage loan services
Excellent verbal and written communication skills with the ability to handle delicate situations with diplomacy and tact
Maintain strong knowledge and understanding of Agency and product requirements
Continuing education is required
Responsible for following company policies and procedures as directed
Never employ workarounds to procedures or policies
Be relentlessly resourceful in finding answers and assist in creation of trainings, manuals and job aids as needed
Willing and able to assist mortgage teams with questions and training as needed
Maintain strong positive communication with all departments to develop cohesive working relationships
Adheres to all Federal and State laws and regulations, including the Bank Secrecy Act
Preferred
Experience with Encompass, third party ordering systems, and in the wholesale market
Minimum Education Requirement: College degree preferred, or equivalent experience
Benefits
Medical Benefits
Dental
Vision
401(K) Employee Stock Ownership Plan
Paid vacation & sick time
Flexible scheduling
Employee Assistance Program
Dart Bank University
Company
Dart Bank
Dart Bank is a primary purpose to meet the financial needs of its banking communities. It is a sub-organization of Dartbank Wealth.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$0.99M2020-10-08Seed· $0.99M
Leadership Team
Bill Hufnagel
President/CEO
Peter Kubacki
Retired President and CEO. Member of the board of directors.
Recent News
2025-06-30
GlobeNewswire News Room
2023-09-09
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