Teams at Dart Bank

Serve as primary client contact for wholesale mortgage partners, handling inquiries by phone/email, troubleshooting the loan portal, assisting with AUS runs, ordering services, tracking loan status and conditions, and maintaining knowledge of underwriting, program guidelines, and regulatory compliance. Escalate issues, create training materials, and collaborate with internal teams to ensure accurate, high-quality customer service.

Handle client inquiries via phone, email, and online; assist clients with loan process steps (AUS, ordering services, loan status, outstanding conditions); maintain underwriting, program guideline and regulatory knowledge; complete service orders; escalate issues; review customer communications; support training and cross-department collaboration; maintain strong broker and internal relationships.

Provide exceptional client support for wholesale mortgage partners via phone, email, and portal. Assist with loan status, AUS runs, service orders, underwriting/program guideline questions, escalations, and training; maintain regulatory compliance and cross-department communication.