Branch Production Manager

Description:

Branch Production Manager/ Processor

Department: Sales Compensation: $60,000 base salary + per-file bonus

The Branch Production Manager is responsible for overseeing the entire loan pipeline from the moment a loan enters Loan Setup status through to Closing 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.

• Wholesale experience required

Requirements:

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.