Texana Bank

Operations

• Manage day-to-day branch operations to ensure efficiency, accuracy, and compliance with company standards
• Oversee timecard review and approval, ensuring accurate payroll processing and adherence to scheduling policies
• Coordinate with processing, underwriting, and sales teams to streamline pipeline activities and resolve operational issues
• Monitor loan file workflows to support timely closings and reduce bottlenecks
• Track and report branch performance metrics and escalate operational concerns as needed
• Maintain internal controls over document retention, client files, and system usage
• Act as liaison between branch staff and corporate departments (HR, IT, Compliance, etc.)
• Support training, onboarding, and ongoing development of operational team members
• Assist branch leadership with audits, vendor relations, and resource planning
• Ensure the physical and digital work environment meets company standards for productivity and data security

Mortgage Branch Operations Manager

• Prepare closing documents in accordance with loan terms, investor guidelines, and applicable state and federal regulations
• Review final loan documentation for completeness, accuracy, and compliance prior to closing
• Confirm closing conditions have been met and coordinate funding requests with appropriate departments
• Communicate with title companies, escrow agents, attorneys, and internal departments to confirm closing details and resolve issues
• Ensure timely and compliant delivery of closing packages to appropriate parties
• Maintain detailed records and update loan origination system with final closing status
• Monitor workflow timelines to ensure closings are completed within designated schedules
• Assist with post-closing and audit requests as needed
• Stay informed of changes in lending regulations, investor requirements, and internal policy updates
• Partner with the Mortgage Compliance Manager to address risk mitigation and ensure adherence to all regulatory expectations
• Reports to Mortgage Compliance Manager

Mortgage Loan Closer

Manager

• Supervise and manage daily operations of the Loan Production Office (LPO), ensuring efficiency and productivity.
• Oversee a team of at least two full-time LPO employees or the equivalent; mentor and coach employees for performance and development.
• Lead hiring and firing decisions and conduct regular business planning and sales strategy meetings with LPO employees.
• Maintain open-door policy; ensure employees comply with compliance training and continuing education requirements.
• Drive mortgage loan product sales indirectly by supporting staff and developing relationships with prospects, customers, and referral partners.
• Educate customers on mortgage loan process, products, pricing, and payment structures; assist in structuring loans to meet customer needs.
• Monitor loan pricing management, report suspected fraud, and safeguard borrower non-public personal information.
• Assist in managing expenses, P/L, and overall business strategy to enhance branch success.
• Enforce non-producing manager restriction: prohibited from any loan origination activities.

Mortgage Branch Manager – Non-Producing

Marketing Operations

• Work in Marketing and closely with Call Center Operations teams to launch, execute and report on marketing programs supported by outbound and inbound call centers
• Develop and maintain scalable processes within the marketing and sales stack
• Translate marketing objectives into actionable programs for inbound and outbound contact center sales operations
• Own the preparation and execution of campaign tactics: promotions, emails, SMS, call center and customer lists
• Monitor campaign performance, analyze results and create regular internal and partner-facing reports
• Manage competing priorities on complex cross-functional projects and provide strong project management

Marketing Operations Coordinator, Mortgage Loans

Sales

• Educate new hires on mortgage education and Encompass through support and training sessions (virtual, recorded, and/or onsite)
• Actively support and promote Texana Bank's processes, procedures, and culture
• Stay abreast of industry, policy and product changes
• Drive profitability, monthly loan volume goals, and conversion metrics
• Ensure team members are held accountable to Company production, activity, and quality standards
• Ensure accuracy of loan data to mitigate quality issues
• Participate in development, documentation, training, and implementation of departmental policies and procedures
• Interview and hire new sales staff
• Provide other departmental leaders with written feedback to improve corporate operational efficiency
• Forecast departmental staffing needs based on projected workload
• Conduct annual performance reviews with direct reports
• Ensure compliance with Texana Bank's commitments
• Perform other duties as assigned

Mortgage Branch Operations Manager

Mortgage Loan Closer

Mortgage Branch Manager – Non-Producing

Marketing Operations Coordinator, Mortgage Loans

Mortgage Loan Sales Manager