Branch Manager

Job Title: Branch ManagerDepartment: Retail SalesLocation: Department by AreaResponsible To: Area/Regional ManagerFMLS Status: ExemptOverviewHire, train and direct the Retail Sales Team in order to achieve the operation’s growth and production goals while operating within the company’s specific policies and procedures.ESSENTIAL DUTIES AND RESPONSIBILITIESRecruit and hire capable Partners.Recruiting/Growth: Personal self-sourced recruiting for the area including individual Loan Officers, Teams and Mergers/Acquisitions. Develop and maintain relationships with Retail Recruiters through the direction of your direct Supervisor for any other recruiting sources for current and future sales personnel needs.Follow-UHM Growth Training Guidelines including acknowledgement of prohibitions (see UHM Team Leader/Branch Manager Manual exhibit)Interview Partner Candidates personally and with Area/Regional ManagersDrive Branch Growth through self-generated effort, leads from Supervisors and leads from current Partners. Recruiting Minimum Standards include 5 prospecting calls weekly, 2 morning Coffee/Breakfast meetings weekly, 1 “meet and greet?? networking meeting weekly, Growth Tracking System updates, communication and status updates with National Sales Management and weekly internal coaching program (“PCP??) calls.Hiring: Ensure that the documented sales hiring process (UHM Pre-Hire to Transition) is utilized effectively and consistently when working with your Area/Regional Sales Manager to present offer letters and employment agreements.Loan Officer On-BoardingComplete new LO Set-Up protocols and system registration with Management and IT.Review license status, set up license transfer through Administration or prepare the new Partner for the licensing process. Set timeframes and expectations (30 days or less) and follow-through until completion.Notify HR of special transition financial guidelines; maintain a date log for incentive periods.Validate space, equipment and supplies prior to the start date.Ensure all new Loan Officers and Branch Managers join a formal UHM Transition Training session within 30 days of hire.Set up Loan Officer Compensation Structures by independent plan coaching, plan completion, forwarding updated plans initially and quarterly to Secondary, General and National Sales ManagersYou are an Ambassador of UHM and responsible for maintaining our positive cultureCoaching and TrainingTake ownership for the success of all new hires.Ensure that a “Quick Start?? is explicitly implemented for all initial sales trainingEnsure all new Loan Officers join a formal UHM Transition Training session within 30 days of hire.Completing Post-Transition Training for 90 days after initial training, meeting with new Loan Officers weekly during their transitionImplement UHM Core Training with the Partner Success Tracker as a part of UHM’s Culture. This process includes productive sales meetings at the Branch level and corporately directed conference calls focusing on skill development. Review call reports as a coaching tool, debrief in detail with Branch Managers and Team Members bi-weekly.Determine the developmental level and objectives for each Loan Officer.Develop new corrective action plans for each Loan Officer utilizing directive and supportive coaching styles.Implement an effective and ongoing sales support program based on UHM LO Support protocolsTeam Leaders and Branch Managers are the first wave of support for Loan Officers. In addition to a vast online reference library, Managers will work with Trainers, Transition Coordinators and General Sales Management to ensure Loan Officer inquiries receive a quick response.Utilize UHM Underwriting Efficiency InitiativeUtilize Senior Management as neededUnderstand when a Loan Officer must complete research prior to forwarding a formal request for assistanceComplete Limited Scope Exception Pre-Approval first-reviewsAdministration – Monitor and control administrative functionsControl administrative functions within the department to assure timeliness and accuracy of reports.Work within the sales budget, communicate with the Area/Regional Sales Manager and National Sales Manager of projections versus actual expensesMaintain an accurate and complete file of knowledge on each competitor in the market.Team Leaders and Branch Managers are responsible to track Loan Officer licensing yearly.Personal ProductionProducing Managers must follow all standards set forth for the origination staff, leading by example with all corporate initiatives, policies and procedures.Corporate SupportResponsible for maintaining actions within the UHM Code of Conduct at all timesAt times, a Team Leader/Branch Manager may act as a Liaison’ to the Area/Regional Manager, General Sales Manager, National Sales Manager and Operations TeamSKILLS REQUIREDMeet Sales, Team, and Personal GoalsNegotiationMotivation for SalesSales PlanningBuilding RelationshipsCoachingManaging ProcessesMarket KnowledgeDeveloping BudgetsStaffingStrong Decision MakingHigh Ethical StandardsProfessionalismQuality FocusOther duties as assignedEDUCATION & EXPERIENCEAt least five years of loan origination experienceAt least two years of supervisory experienceHigh School Diploma or GEDCERTIFICATES, LICENSES, & REGISTRATIONSMust have active NMLS license in good standingThis is not necessarily an exhaustive list of all responsibilities, skills, duties, requirements, efforts or working conditions associated with this job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed.This job description is subject to review and change. This is not a contract. This employer participates in E-Verify. If hired, the employer will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. Union Home Mortgage Corp. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Created: 2025-06-03