Branch Manager Non-Exempt

Primary Residential Mortgage•Fresno, CA

1d•Onsite

About The Position

The purpose of this position is to exercise complete responsibility for the immediate branch as well as any satellite branches within the branch manager’s supervision. These responsibilities include directing, coordinating, and monitoring all sales, branch operation, and personnel development activities to create a business operation that increases sales, profitability, market share, and customer and employee satisfaction. The Branch Manager assesses local market conditions, identifies current and prospective sales opportunities, and develops forecasts, financial objectives, and business plans for the branch. They analyze and exercise independent judgment and discretion in advancing PRMI’s business objectives and the interests of PRMI’s customers regarding significant financial decisions. The role involves developing, implementing, and maintaining sales and profitability plans according to account management principles. The Branch Manager carries out major assignments affecting business operations of the employer or the employer’s customers. If the branch manager is a loan originator, they collect and analyze information regarding the customer’s income, assets, investments, or debts; analyze applicant data, credit, and collateral property value; determine which financial products best meet the customer’s needs and financial circumstances; provide advice to the customer regarding the advantages and disadvantages of available financial products; and market, service, or promote the employer’s financial products. The Branch Manager directs all operational aspects of the branch, including distribution operations, customer service, human resources, administration, and sales, in a manner that supports reaching profitability goals. They ensure that all areas of work performance or departments are properly staffed and directed, and provide training, coaching, development, and motivation to bring out the best in each team member. The role includes responsibility for the orientation and evaluation of all employees, and oversees branch financial management. The Branch Manager recommends desirable changes in the policies and goals of the branch and the organization, and assists managers in developing branch and organizational objectives as well as budgets. They communicate effectively with other branches and senior managers concerning effective practices, competitive intelligence, business opportunities, and needs, and address customer and employee satisfaction issues promptly. The Branch Manager manages the branch by following high ethical standards and complying with all government regulations, maintains and enforces personnel policy, and regularly evaluates the effectiveness of the branch operation to ensure policies are being observed and the profitability goals of the branch, division, and organization are being achieved. They take prompt corrective action as needed, increase personal knowledge and expertise in business, appropriate technology, etc., and follow company policies and procedures. Other duties as assigned.

Requirements

Has at least years of Mortgage Experience
Basic reading, writing, and arithmetic skills are required with a strong attention to detail
Strong communication skills, both written and oral
Ability to effectively and professionally handle difficult situations that may arise when working with branches/divisions
Ability to multi-task
Knowledge of Microsoft Excel and Microsoft Word
Familiarity with Accounting terms and procedures (e.g. debits, credits, General Ledgers, etc.)
Each employee must be able to communicate clearly and effectively, utilize a computer, maintain a work schedule, and effectively perform in an office setting.
To maintain and ensure secure privacy of borrower (and other protected) information, an essential function of this job may require physical attendance in a defined office space. (i.e. branch or corporate office location).
Employment with PRMI requires compliance with and adherence to all applicable mortgage and fair lending laws and regulations as well as PRMI policies.
The ability to work extended hours may be required.

Nice To Haves

Typing Speed of 50 wpm
Reporting Skills, Administrative Writing Skills, Microsoft Office Skills, Managing Processes, Organization, Analyzing Information , Professionalism, Problem Solving, Supply Management, Inventory Control, Verbal Communication

Responsibilities

Assesses local market conditions, identifies current and prospective sales opportunities, and develops forecasts, financial objectives, and business plans for the branch
Analyzes and exercises independent judgment and discretion in advancing PRMI’s business objectives and the interests of PRMI’s customers regarding significant financial decisions
Develops, implements, and maintains sales and profitability plans according to account management principles
Carries out major assignments affecting business operations of the employer or the employer’s customers
Performs the following tasks in completion of major assignments if the branch manager is a loan originator: collects and analyzes information regarding the customer’s income, assets, investments, or debts; analyzes applicant data, credit, and collateral property value; determines which financial products best meet the customer’s needs and financial circumstances; provides advice to the customer regarding the advantages and disadvantages of available financial products; markets, services, or promotes the employer’s financial products
Directs all operational aspects of the branch which include distribution operations, customer service, human resources, administration, and sales in a manner that supports reaching the profitability goals
Ensures that all areas of work performance or departments are properly staffed and directed
Provides training, coaching, development, and motivation to bring out the best in each team member
Takes on the responsibility for the orientation and evaluation of all employees
Oversees branch financial management
Recommends desirable changes in the policies and goals of the branch and the organization
Assists managers in developing branch and organizational objectives as well as budgets
Communicates effectively with other branches and senior managers concerning effective practices, competitive intelligence, business opportunities, and needs
Addresses customer and employee satisfaction issues promptly
Manages the branch by following high ethical standards and complying with all government regulations
Maintains and enforces personnel policy
Regularly evaluates the effectiveness of the branch operation to ensure policies are being observed and the profitability goals of the branch, division, and organization are being achieved
Takes prompt corrective action as needed
Increases personal knowledge and expertise in business, appropriate technology, etc.
Follows company policies and procedures
Performs other duties as assigned