Branch Manager – Wholesale Mortgage (Non-Delegated Lender) jobs in United States
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Tag Lending Group, LLC · 1 week ago

Branch Manager – Wholesale Mortgage (Non-Delegated Lender)

positionHartford, CT
timeFull-time
remoteHybrid
seniorityMid, Senior Level
date2+ years exp

Tag Lending Group, LLC is a Wholesale Non-Delegated Lender that focuses on automating the lending process to provide a high-margin, scalable branch experience. The Branch Manager will build and manage a $1M+ per month branch, recruit a team, and leverage advanced technology to deliver exceptional service to Realtors and borrowers.

BankingFinancial ServicesLendingMortgage

Responsibilities

Lock and structure deals inside Arive
Manage all lead activity and follow-up inside HubSpot CRM
Use AI automation to drive follow-through with Realtors and borrowers
Communicate with your ops team through Slack
Close clean files using our 14-day workflow
Handle Conventional, FHA, VA, USDA, Jumbo, Non-QM, DSCR, and Private lending programs
Build your own book, your own systems, and your own Realtor referral machine, we help you set it all up

Qualification

Active NMLS licenseOrigination experienceTech fluencyMultiple loan productsCRM disciplineFollow-upPurchase business

Required

Active NMLS license (good standing)
Minimum 2 years of origination experience
Minimum production of $1M per month/MLO
Working knowledge of multiple loan products
Strong follow-up and CRM discipline
Tech fluency in Arive, HubSpot, Slack, Box, and Outlook
Solid follow-up discipline (we expect 8/10 or higher)
Must be proficient with digital systems including HubSpot, Arive, and Slack

Preferred

Experience with purchase business preferred

Benefits

HubSpot Enterprise CRM (certified partner level)
Roadmap to Homeownership™ system
Pre-Underwriting & Contract Processing
Arive LOS fully integrated
Slack, Box, and all team communication tools
Virtual Assistants + Automation Engine
Weekly $100M+ Producer Coaching + Realtor Cheat Sheets
Full Licensing Coverage: FL, SC, TN, TX, GA, MI, NM, NJ, CT, PA

Company

Tag Lending Group, LLC

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A systematic digital experience - TAG LENDING GROUP and our proprietary Roadmap to Home Ownership will assist you with your financial needs.
dateFounded in 2022
location
Miami, Florida, USA
people-size11-50 employees
web-link
https://taglendinggroup.com

Funding

Current Stage
Early Stage

Recent News

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2025-01-11
GlobeNewswire
The Awareness Group (TAG) Outlines Unique Growth Strategy
2025-01-11
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