Job Summary

The Branch Manager is a professional position within the Sales Department. The 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 objectives. The 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

Experience

• 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