Branch Manager Non-Exempt
Primary Residential Mortgage - Wesley Chapel, FL
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Position Purpose - Responsibilities/Duties/Functions/TasksThe purpose of this position is to exercise complete responsibility for the immediate branch as well as any satellite branches within the branch manager's supervision. These responsibilities include directing, coordinating, and monitoring all sales, branch operation, and personnel development activities to create a business operation that increases sales, profitability, market share, and customer and employee satisfaction.Assesses local market conditions, identifies current and prospective sales opportunities, and develops forecasts, financial objectives, and business plans for the branchHas at least years of Mortgage ExperienceAnalyzes and exercises independent judgment and discretion in advancing PRMI's business objectives and the interests of PRMI's customers regarding significant financial decisionsDevelops, implements, and maintains sales and profitability plans according to account management principlesCarries out major assignments affecting business operations of the employer or the employer's customers Performs the following tasks in completion of major assignments if the branch manager is a loan originator: collects and analyzes information regarding the customer's income, assets, investments, or debts analyzes applicant data, credit, and collateral property value determines which financial products best meet the customer's needs and financial circumstances provides advice to the customer regarding the advantages and disadvantages of available financial products markets, services, or promotes the employer's financial productsDirects all operational aspects of the branch which include distribution operations, customer service, human resources, administration, and sales in a manner that supports reaching the profitability goalsEnsures that all areas of work performance or departments are properly staffed and directedProvides training, coaching, development, and motivation to bring out the best in each team memberTakes on the responsibility for the orientation and evaluation of all employeesOversees branch financial managementRecommends desirable changes in the policies and goals of the branch and the organizationAssists managers in developing branch and organizational objectives as well as budgetsCommunicates effectively with other branches and senior managers concerning effective practices, competitive intelligence, business opportunities, and needsAddresses customer and employee satisfaction issues promptlyManages the branch by following high ethical standards and complying with all government regulationsMaintains and enforces personnel policyRegularly evaluates the effectiveness of the branch operation to ensure policies are being observed and the profitability goals of the branch, division, and organization are being achievedTakes prompt corrective action as neededIncreases personal knowledge and expertise in business, appropriate technology, etc.Follows company policies and proceduresPerforms other duties as assignedQualifications Basic reading, writing, and arithmetic skills are required with a strong attention to detail Strong communication skills, both written and oral Ability to effectively and professionally handle difficult situations that may arise when working with branches/divisions Ability to multi-task Knowledge of Microsoft Excel and Microsoft Word Familiarity with Accounting terms and procedures (e.g. debits, credits, General Ledgers, etc.)Preferences Typing Speed of 50 wpm Reporting Skills, Administrative Writing Skills, Microsoft Office Skills, Managing Processes, Organization, Analyzing Information , Professionalism, Problem Solving, Supply Management, Inventory Control, Verbal CommunicationWork RequirementsEach employee must be able to communicate clearly and effectively, utilize a computer, maintain a work schedule, and effectively perform in an office setting. To maintain and ensure secure privacy of borrower (and other protected) information, an essential function of this job may require physical attendance in a defined office space. (i.e. branch or corporate office location). Employment with PRMI requires compliance with and adherence to all applicable mortgage and fair lending laws and regulations as well as PRMI policies. The ability to work extended hours may be required.Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.
Created: 2025-03-22