Summit Funding, Inc. · 1 day ago
Branch Operations and Pipeline Manager
Summit Funding, Inc is one of the oldest still privately owned top 50 national mortgage lenders. The Branch Operations Manager is responsible for leading and motivating the team while overseeing the loan pipeline through processing, underwriting, closing, and post-closing functions to ensure growth and profitability of the branch.
FinanceFinancial ServicesLendingWealth Management
Responsibilities
Provide support and resolutions to the challenges arising from branch operations
Oversee the loan pipeline from application through funding to ensure critical dates are consistently met
Carry a small, personal pipeline of loans
Train, develop and coach new team members on all aspects of their position (with the exception of how to sell)
Monitor daily reports and LOS dashboards to track file status, and reassign or escalate issues as needed to meet turn times
Facilitate a weekly pipeline meeting that reviews in detail every loan scheduled to close in the next 60 days
Set daily priorities for processing team members
Respond to team members’ time-off requests and ensure appropriate branch coverage
Coordinate staffing and capacity planning to meet service level expectations and handle file overflow
Qualification
Required
5 years of hands-on current mortgage experience, preferably in processing or underwriting
2 years of recent experience in a Processing Manager, Operations Manager, Pipeline Manager or similar role
NMLS license a plus
Must be proficient in DU/DO, LP, and major Originating systems. Encompass experience preferred
Current experience with Fannie Mae, Freddie Mac, FHA, Condo, Jumbo, Non QM (DSCR and Bank Statement), DPA (IHDA) products and investor guidelines
Strong professional presence; proven ability to effectively deal with challenges
Proficient in Microsoft Office Suite and Outlook applications
Must have excellent verbal and written communication skills, including the ability to effectively communicate with a wide variety of individuals from various backgrounds and all organizational levels
Demonstrated ability to coach and lead team members
Must be flexible, able to prioritize workload, able to manage multiple tasks, and have strong attention to detail
Benefits
Opportunity to further a career in a competitive, fast-paced growing industry where you can make a difference in people’s lives.
Opportunity to earn competitive compensation including possible bonuses based on performance.
Full benefits include medical, dental, vision, 401K plus match, 11 paid holidays, paid time off, and more.
Fun team atmosphere, professional development, and more.
Company
Summit Funding, Inc.
Summit Funding, Inc. is more than just a mortgage company.
Funding
Current Stage
Late StageRecent News
HousingWire.com
2025-05-02
2022-10-13
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