Branch Production Manager/ Processor (Hybrid)
Department: Sales
Compensation: $60000 base salary per-file bonus
The Branch Production Manager is responsible for overseeing the entire loan pipeline from the moment a loan entersLoan Setupstatus through toClosing and Funding. This role ensures pipeline efficiency compliance proactive client and agent communication and on-time closings. This individual will act as the primary liaison between the processing underwriting and closing departments while maintaining a high level of service to borrowers and referral partners.
Key Responsibilities:
Pipeline Management
- Own the pipeline from Loan Setup to Closing.
- Track manage and prioritize all active loan files to ensure milestones are met on time.
- Review files for completeness and proactively resolve documentation or processing issues.
- Conduct daily pipeline reviews with loan processors and underwriters as needed.
- Anticipate and resolve potential bottlenecks in the pipeline before they delay closing.
Client & Realtor Communication
- Serve as the main point of contact for borrowers and real estate agents once the loan moves into Loan Setup.
- Provide proactive status updates at key milestones (disclosures out appraisal in clear to close etc.).
- Manage expectations troubleshoot concerns and maintain a positive client and agent experience.
- Implement consistent communication systems (email/text templates weekly update calls).
Team Leadership & Coordination
- Act as the operations liaison between loan officers processors underwriters and closers.
- Lead weekly pipeline meetings with the team to track progress and reallocate resources if needed.
- Identify training needs process gaps or system inefficiencies and work with leadership to implement improvements.
Quality Control & Compliance
- Verify that files are submitted cleanly with all necessary documentation to minimize underwriting conditions.
- Monitor file quality and ensure adherence to company investor and regulatory guidelines.
- Oversee pre-closing audits and assist in clearing any post-closing issues.
Technology & Reporting
- Utilize ARIVE to manage pipeline and communication workflows.
- Generate weekly reports on file status cycle times fallouts and any other issues.
- Maintain accurate data and notes in ARIVE for compliance and accountability.
Required Experience:
Senior IC