Position Overview:The Branch Pipeline Manager is responsible for assisting assigned branch team members with pipeline management to ensure the smooth and timely process of all loan files. This position works closely with branch processors to ensure the delivery of disclosures and provide continuous support as needed. In addition, the Production Manager supports branch team members with various tasks, including but not limited to general loan questions, assistance with escalations (working with the appropriate departments), pipeline and production review.
Job Responsibilities:- Monitor estimated closing dates in Encompass and other reporting platforms, working with the branch to manage accordingly.
- Facilitate pipeline management calls as needed.
- Understand assigned branch needs and develop and execute plans to address them.
- Work closely with branch processing to ensure tasks are completed and files are submitted to underwriting accurately.
- Assist with processing needs as applicable, including supplying new processors with augmented training and support.
- Support branch operations and management by assisting with prioritization and workflow structure.
- Maintain reporting to monitor initial CDs to ensure appropriate timing requirements are met.
- Collaborate with branch managers to monitor capacity to level load production as needed.
- Routinely follow up with branches to ensure timely responses to compliance needs are being met, including but not limited to Regulation B, three-day RESPA and eConsent requirements.
- Provide feedback to branch managers on any performance concerns based on reporting.
- Participate in one-on-one meetings with branch managers or branch operations managers to improve workflow and resolve issues.
- Monitor and follow up with branch employees to maintain the proper workflow.
- Ensure each file complies with all corporate and regulatory policies and procedures.
- Manage projects for deployment of new systems and procedures.
- Maintain broad knowledge and thorough understanding of applicable federal, state and agency regulations and guidelines.
- Develop and maintain an effective organization through the selection, training, compensation, motivation, and review of branch employees.
- Guide and direct employees to assist their professional development.
- Monitor daily, weekly, and monthly production and compliance reports.
Qualifications and Skills:- Minimum 3 to 5 years' as a Loan Officer Assistant or Loan Processor, required.
- Knowledge of the mortgage lending function, TRID rules and regulations, REPSA, and disclosures, required.
- Experience with processing, closing and funding loans in accordance with Investors and Agency guidelines including federal and state required practices.
- Experience with Encompass loan origination software and pipeline management, preferred.
- Knowledge of FNMA, FHLMC, FHA, VA loan programs.
- Advanced team building, organization, and leadership skills.
- Excellent analytical, customer service, and managerial skills.
- Excellent communication and collaborations skills.
- Excellent prioritization and time management skills.
- Proficiency in Microsoft Office suite (Word, Excel, PowerPoint, and Outlook).
This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.
