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Primary Residential Mortgage · 2 weeks ago

Retail Branch Manager

Towson, MD

Full-time

Onsite

Senior Level

5+ years exp

Primary Residential Mortgage is seeking a Retail Branch Manager to oversee the daily loan flow and enhance productivity and profitability. The role involves developing new business opportunities, maintaining client relationships, and ensuring compliance with policies and procedures.

Financial ServicesReal EstateResidential

Responsibilities

Develops new business opportunities and sales leads by cultivating relationships with realtors, builders, bankers, etc

Develops a solid knowledge of PRMI products and offers the best mortgage products to match client needs

Reviews application information and requests required support documentation based on loan investor guidelines

Corresponds, communicates, and coordinates with applicants, in-house support staff, and outside service providers to facilitate timely closings

Carries 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 retail 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 products

Remains current on local developments and trends within the real estate and mortgage industries

Works under the supervision of the branch manager

Improves the quality of production and sales

Ensures policies and procedures are being followed

Analyzes departments on daily basis to ensure loan flow and production are being completed within required turn times

Maintains employee folders

Holds weekly manager meetings

Oversees how questions or complaints are handled within the branch

Places ads in the paper or online when needed

Trains loan officers

Manages leads and ensures that employees are following up with clients

Qualification

Mortgage experienceManagement experienceDatatrac proficiencyWord proficiencyExcel proficiencyCustomer service skillsMulti-tasking abilityOrganizational skillsWritten communicationVerbal communicationTeam player