Retail Branch Manager

Primary Residential MortgageReno, NV
Onsite

About The Position

The purpose of this position is to originate as a producing manager with 2+ years in sales as well as manage the daily loan flow of the branch and to work with the division manager to maintain or increase the productivity and profitability of PRMI. Develops new business opportunities and sales leads by cultivating relationships with realtors, builders, bankers, etc. Develops a solid knowledge of PRMI products and offers the best mortgage products to match client needs Reviews application information and requests required support documentation based on loan investor guidelines Corresponds, communicates, and coordinates with applicants, in-house support staff, and outside service providers to facilitate timely closings 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 retail 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 Remains current on local developments and trends within the real estate and mortgage industries. Improves the quality of production and sales Ensures policies and procedures are being followed Analyzes departments on daily basis to ensure loan flow and production are being completed within required turn times Maintains employee folders Oversees how questions or complaints are handled within the branch Places ads in the paper or online when needed Trains loan officers Manages leads and ensures that employees are following up with clients

Requirements

  • A minimum of 5 years of mortgage related experience
  • A minimum of 2 years of management experience
  • Experience using Encompass
  • Must be proficient in Word and Excel
  • Must have excellent customer service and organizational skills
  • Must have excellent written and verbal skills
  • Ability to multi-task with little or no supervision
  • Must be a team player and know how to help boost morale

Responsibilities

  • Develops new business opportunities and sales leads by cultivating relationships with realtors, builders, bankers, etc.
  • Develops a solid knowledge of PRMI products and offers the best mortgage products to match client needs
  • Reviews application information and requests required support documentation based on loan investor guidelines
  • Corresponds, communicates, and coordinates with applicants, in-house support staff, and outside service providers to facilitate timely closings
  • Carries out major assignments affecting business operations of the employer or the employer’s customers
  • 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
  • Remains current on local developments and trends within the real estate and mortgage industries.
  • Improves the quality of production and sales
  • Ensures policies and procedures are being followed
  • Analyzes departments on daily basis to ensure loan flow and production are being completed within required turn times
  • Maintains employee folders
  • Oversees how questions or complaints are handled within the branch
  • Places ads in the paper or online when needed
  • Trains loan officers
  • Manages leads and ensures that employees are following up with clients
  • Assist in employee concerns
  • Tracks employees time off
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