Branch Manager Exempt

Primary Residential Mortgage•Salt Lake City, UT

About The Position

The Branch Manager has complete responsibility for the immediate branch and any satellite branches under their supervision. The role directs, coordinates, and monitors sales, branch operations, and personnel development to increase sales, profitability, market share, and customer and employee satisfaction. The manager assesses local market conditions and sales opportunities, develops forecasts, financial objectives, and business plans, and directs branch operations in support of profitability goals. The role oversees staffing, employee training and development, branch financial management, policy compliance, and the effectiveness of branch operations. It works with managers and other branches to develop objectives and budgets, share effective practices and business opportunities, and address customer and employee satisfaction. The position requires compliance with mortgage and fair lending laws and company policies. Physical attendance at a branch or corporate office may be required to protect borrower information, and extended hours may be required.

Requirements

At least 2 years of sales and mortgage experience.
Basic reading, writing, and arithmetic skills, with strong attention to detail.
Strong written and oral communication skills.
Ability to handle difficult situations professionally and effectively when working with branches or divisions.
Ability to multitask.
Knowledge of Microsoft Excel and Microsoft Word.
Familiarity with accounting terms and procedures, including debits, credits, and general ledgers.
Ability to communicate clearly and effectively, use a computer, maintain a work schedule, and perform effectively in an office setting.
Compliance with applicable mortgage and fair lending laws and regulations, as well as company policies.

Nice To Haves

Typing speed of 50 words per minute.
Reporting skills.
Administrative writing skills.
Microsoft Office skills.
Managing processes.
Organization skills.
Ability to analyze information.
Professionalism.
Problem-solving skills.
Supply management.
Inventory control.
Verbal communication skills.

Responsibilities

Assess local market conditions, identify current and prospective sales opportunities, and develop forecasts, financial objectives, and branch business plans.
Analyze and exercise independent judgment and discretion in advancing company business objectives and serving customers in significant financial decisions.
Develop, implement, and maintain sales and profitability plans according to account management principles.
Carry out major assignments affecting the employer’s business operations or customers.
When acting as a loan originator, collect and analyze customer income, assets, investments, or debts; analyze applicant data, credit, and collateral property value; determine suitable financial products; advise customers about product advantages and disadvantages; and market, service, or promote the employer’s financial products.
Direct branch operations, including distribution operations, customer service, human resources, administration, and sales, in support of profitability goals.
Ensure all work areas and departments are properly staffed and directed.
Train, coach, develop, and motivate team members.
Oversee employee orientation and evaluation.
Oversee branch financial management.
Recommend changes to branch and organizational policies and goals.
Assist managers in developing branch and organizational objectives and budgets.
Communicate with other branches and senior managers about effective practices, competitive intelligence, business opportunities, and needs.
Address customer and employee satisfaction issues promptly.
Manage the branch ethically and in compliance with government regulations.
Maintain and enforce personnel policy.
Regularly evaluate branch operations to ensure policies are followed and profitability goals are achieved; take prompt corrective action as needed.
Increase personal knowledge and expertise in business and relevant technology.
Follow company policies and procedures and perform other duties as assigned.
Adhere to employee handbook policies and guidelines, including privacy and information security requirements.
Act within delegated authorities and follow related policies and procedures.
Contribute to a respectful workplace where diversity supports innovation and growth, and align actions and decisions with company values.
Partner with management to understand performance expectations, use feedback and coaching, and continue learning and developing.
Build team synergies through networking and partnerships across the company; embrace change and promote continuous improvement.
Maintain high standards of customer care, listen to customers, take ownership of issues, and work toward solutions.
Work independently while coordinating and communicating with other employees and organizations; contribute effectively as a team member and deliver quality work within deadlines.
Respect client and employee privacy.