About the role
- 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
Requirements
- Bachelor’s degree or equivalent work experience in business, operations, or finance
- 5+ years in mortgage operations or a similar environment, with demonstrated leadership capabilities
- Strong organizational, communication, and time management skills
- Experience with loan origination systems, payroll/timekeeping platforms, and document management tools
- Ability to manage competing priorities and maintain confidentiality
- Knowledge of mortgage regulations and workflow best practice
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
loan origination systemspayroll processingdocument management toolsworkflow best practicesperformance metrics tracking
Soft skills
organizational skillscommunication skillstime management skillsleadership capabilitiesconfidentiality management
Certifications
Bachelor’s degree