Branch Production Manager

Remote: 
Full Remote
Contract: 
Experience: 
Senior (5-10 years)
Work from: 

Offer summary

Qualifications:

Bachelor's degree in a related field or equivalent experience., Strong understanding of loan processing, underwriting, and closing procedures., Excellent communication and leadership skills to manage client and team interactions., Proficiency in using technology for pipeline management and reporting..

Key responsibilities:

  • Oversee the loan pipeline from setup to closing, ensuring efficiency and compliance.
  • Serve as the primary contact for clients and real estate agents, providing updates and managing expectations.
  • Lead team meetings to track progress and address any resource needs or process improvements.
  • Monitor file quality and compliance with company and regulatory standards, conducting audits as necessary.

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UMortgage Financial Services Scaleup https://www.umortgage.com/
501 - 1000 Employees
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Job description

Branch Production Manager (Remote)
Department: Sales
Compensation: $60,000 base salary + per-file bonus

The UVA 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.


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 profile

Experience

Level of experience: Senior (5-10 years)
Industry :
Financial Services
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Team Leadership
  • Quality Control
  • Problem Reporting
  • Time Management
  • Detail Oriented
  • Problem Solving

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