The branch manager is a professional position within the sales departmentThe branch manager is responsible for the administration and efficient daily operation of their assigned branch, including operations, product sales, and customer service in accordance with the company’s strategic objectivesThe branch manager develops new business, promotes the sales and service culture through effective coaching, guidance and staff motivation, and achieves branch sales goals through new business sales, referrals and retention of relationships.
Summary of role and responsibilities
Effectively coaches and develops branch staff through selling techniques, marketing ideas, developing new lead sources, and closing mortgages
Oversees the marketing initiatives for the branch by working with appropriate company channels (e.g., marketing, compliance, etc.) to promote and maximize sales opportunities while ensuring compliance is followed
Participates in community activities to promotes the company’s image and growth ensuring that the company maintains a strong local presence (i.e., following company’s core value of serving our communities)
Oversees recruiting to help effectively attract top talent for the branch by promoting company benefits, opportunities, and professional development programs by working with appropriate company channels (e.g., recruiting, regional sales manager, national sales director, etc.)
Oversees the preparation and processing of forms and legal documents required for loans and follows the loans to ensure overall compliance
Monitors team sales goals, sales activities and flow of packages in and out of the branch, by analyzing and documenting trends and communicating sales “best practices” to mortgage loan originators
Ensures the branch maintains a high level internal and external appearance for customers while following company brand standards
Actively seeks opportunities to stay informed on trends and developments in the local real estate market, as well as changing rules and regulations pertaining to both conventional and government-insured mortgages
Acts as a resource to loan officers by being knowledgeable of company products, policies and procedures, underwriting requirements and systems utilization
Special projects, as assigned
Minimum knowledge, skills and abilities
Knowledge of current loan and underwriting guidelines
Registration with the national mortgage licensing system and registry (nmls) as a licensed loan originator
Intermediate knowledge in microsoft word, excel, outlook and internet explorer
Previous experience managing a team
Exceptional customer service
Ability to communicate effectively with all levels
Ability to positively project the company and branch
Minimum education requirements
High school diploma or equivalent
Five + years previous experience in a similar role
Preferred education, knowledge, skills and abilities
Seven + years previous experience in a similar role
Previous experience within the mortgage industry
Previous experience in growing new markets
Work is performed within an office environment, with standard office equipment available.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this jobWhile performing the duties of this job, the employee is regularly required to sit for extended periods of time; use hands to finger, handle, or feel the computer; reach with hands and arms and talk or hearThe employee must occasionally lift and/or move up to 25 pounds.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classificationThey are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classifiedAll personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.