General Job Summary

The Branch Manager is responsible for leading mortgage production, Realtor engagement, branch growth, and operational performance across assigned Realty Executives offices within the University Home Loan joint venture platform.

This individual serves as the strategic mortgage leader for the market and is responsible for driving production growth through recruiting, coaching, relationship development, and office engagement initiatives. The Branch Manager partners closely with Realty Executives leadership to maximize mortgage capture, improve referral conversion, and create a best-in-class experience for realtors and borrowers. 

Summary of Essential Job Functions

Sales Leadership & Production Management

• Lead and coach Loan Officers within assigned Realty   Executives offices 
• Establish production goals, KPI expectations, and   accountability metrics 
• Monitor office production, pull-through, capture   rates, and pipeline performance 
• Drive mortgage market share growth within assigned   Realty Executives offices 
• Conduct regular production meetings, coaching   sessions, and performance reviews 
• Develop strategic initiatives to increase funded   volume and referral activity

Realtor & Brokerage Partnership Development

• Serve as primary mortgage liaison to Realty Executives leadership 
• Strengthen relationships with office managers, top-producing Realtors, and recruiting leaders 
• Develop branch engagement initiatives including   trainings, events, and educational workshops 
• Partner with brokerage leadership to improve agent   adoption and utilization of in-house mortgage services 
• Maintain visible leadership presence within all assigned offices

Recruiting & Talent Development

• Recruit high-performing Loan Officers into the joint   venture platform 
• Mentor and develop mortgage sales talent 
• Foster a high-performance, relationship-driven   culture

Operational & Compliance Oversight

• Ensure all mortgage origination activities comply   with company, investor, state, and federal requirements 
• Monitor loan quality, customer service levels, and   compliance standards 
• Collaborate with operations and underwriting teams   to improve efficiency and client experience

Education, Training and Work Experience

•   Bachelor’s degree preferred 
• Minimum 5-7 years mortgage origination experience required 
• Previous mortgage sales leadership experience strongly preferred 
• Strong Realtor and community relationships preferred 
• Demonstrated history of successful recruiting and team development 
• Active NMLS license required 

Knowledge, Skills, and Abilities

• Maintain & foster positive relationships with customers and business partners.
• Complete all assigned training in a timely manner.
• Sales oriented, possesses good interpersonal and communication skills and have a strong desire to succeed.
• Excellent time management and organizational skills; strong customer service and organization skills.
• Excellent customer service and follow up.
• Ability to work independently with minimal supervision, strong team player, and self-motivated.
• Serves as a training resource to teammates.
• Strong knowledge of using Mortgage Builder.
• Run DU/LP findings.
• PMI company Websites.
• MS Word, MS Excel & MS Power Point.
• Adobe Professional.
• High degree of accuracy, and attention to detail.
• Has thorough knowledge of and complies with applicable laws and regulations.
• Ability to manage highly confidential information.
• Ability to manage and diffuse high energy clients.
• Able to effectively problem solve.
• Excellent leadership and management skills.

Working Environment

Primary working environment is within an indoor climate-controlled office space and/or a private home office or some combination which will be at managements sole discretion. Employee may be subject to florescent lighting, dust, and other normal indoor allergens. Employee may work in close proximity of coworkers and occasionally independently in quiet environments.

Physical Requirements

• Able to lift up to 20 pounds.
• Extended periods of sitting (at computer desk).
• Complete repetitive tasks (including operation of computer mouse/keyboard).
• Ability to work outside standard business hours.
• May be exposed to extended periods of interaction with others (listening/talking/taking notes).
• Ability and means to travel on a flexible schedule as needed.

Disclaimer

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

**University Bank is an Equal Opportunity / Affirmative Action Employer**