Branch Operations Manager
Core
Liaison between internal and external clients overseeing the loan process from start to finish to aid borrowers in securing the best financial program.
Role type
Branch Operations Manager (Mortgage)
Builds
Mortgage loan files for Conventional, FHA, VA, USDA, 203k, Jumbo, and reverse mortgage products.
Domain
Residential Mortgage Lending
Deliverable
client delivery
Required skills
Loan program analysis, credit documentation verification, disclosure package preparation, pre-underwriting, file auditing, regulatory compliance (RESPA), math and analytics
Preferred skills
Encompass LOS, prior underwriting or processing experience
Technologies
Encompass LOS, DU, LP, Microsoft Outlook, Windows
Responsibilities
Communicate loan programs and costs to borrowers, review and audit income/assets/credit documentation, manage loan pipeline, ensure optimal loan structure based on financial circumstances, review files for missing documentation, input feed for disclosures and set up loans
Seniority
Mid-level, hands-on IC