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Union Home Mortgage Corp. · 1 day ago

Branch Manager

Ohio, United States

Full-time

Onsite

Senior Level

5+ years exp

Union Home Mortgage Corp. is looking for a Branch Manager to lead their Retail Sales Team. The role involves recruiting and training new loan officers, driving branch growth, and ensuring compliance with company policies and procedures.

BankingCreditFinancial ServicesInsuranceMortgage

No H1B

Responsibilities

Recruit and hire capable Partners

Follow-UHM Growth Training Guidelines including acknowledgement of prohibitions (see UHM Team Leader/Branch Manager Manual exhibit)

Interview Partner Candidates personally and with Area/Regional Managers

Drive Branch Growth through self-generated effort, leads from Supervisors and leads from current Partners. Recruiting Minimum Standards include 5 prospecting calls weekly, 2 morning Coffee/Breakfast meetings weekly, 1 “meet and greet” networking meeting weekly, Growth Tracking System updates, communication and status updates with National Sales Management and weekly internal coaching program (“PCP”) calls

Hiring: Ensure that the documented sales hiring process (UHM Pre-Hire to Transition) is utilized effectively and consistently when working with your Area/Regional Sales Manager to present offer letters and employment agreements

Complete new LO Set-Up protocols and system registration with Management and IT

Review license status, set up license transfer through Administration or prepare the new Partner for the licensing process. Set timeframes and expectations (30 days or less) and follow-through until completion

Notify HR of special transition financial guidelines; maintain a date log for incentive periods

Validate space, equipment and supplies prior to the start date

Ensure all new Loan Officers and Branch Managers join a formal UHM Transition Training session within 30 days of hire

Set up Loan Officer Compensation Structures by independent plan coaching, plan completion, forwarding updated plans initially and quarterly to Secondary, General and National Sales Managers

You are an Ambassador of UHM and responsible for maintaining our positive culture

Take ownership for the success of all new hires

Ensure that a “Quick Start” is explicitly implemented for all initial sales training

Ensure all new Loan Officers join a formal UHM Transition Training session within 30 days of hire

Completing Post-Transition Training for 90 days after initial training, meeting with new Loan Officers weekly during their transition

Implement UHM Core Training with the Partner Success Tracker as a part of UHM’s Culture. This process includes productive sales meetings at the Branch level and corporately directed conference calls focusing on skill development. Review call reports as a coaching tool, debrief in detail with Branch Managers and Team Members bi-weekly

Determine the developmental level and objectives for each Loan Officer

Develop new corrective action plans for each Loan Officer utilizing directive and supportive coaching styles

Team Leaders and Branch Managers are the first wave of support for Loan Officers. In addition to a vast online reference library, Managers will work with Trainers, Transition Coordinators and General Sales Management to ensure Loan Officer inquiries receive a quick response

Utilize UHM Underwriting Efficiency Initiative

Utilize Senior Management as needed

Understand when a Loan Officer must complete research prior to forwarding a formal request for assistance

Complete Limited Scope Exception Pre-Approval first-reviews

Control administrative functions within the department to assure timeliness and accuracy of reports

Work within the sales budget, communicate with the Area/Regional Sales Manager and National Sales Manager of projections versus actual expenses

Maintain an accurate and complete file of knowledge on each competitor in the market

Team Leaders and Branch Managers are responsible to track Loan Officer licensing yearly

Producing Managers must follow all standards set forth for the origination staff, leading by example with all corporate initiatives, policies and procedures

Responsible for maintaining actions within the UHM Code of Conduct at all times

At times, a Team Leader/Branch Manager may act as a Liaison’ to the Area/Regional Manager, General Sales Manager, National Sales Manager and Operations Team

Qualification

Loan Origination ExperienceSupervisory ExperienceActive NMLS LicenseSales PlanningMarket KnowledgeBuilding RelationshipsMotivation for SalesCoachingManaging ProcessesDeveloping BudgetsHigh Ethical StandardsProfessionalismQuality FocusNegotiationDecision Making

Required

At least five years of loan origination experience

At least two years of supervisory experience

High School Diploma or GED

Must have active NMLS license in good standing

Meet Sales, Team, and Personal Goals

Negotiation

Motivation for Sales

Sales Planning

Building Relationships

Coaching

Managing Processes

Market Knowledge

Developing Budgets

Staffing

Strong Decision Making

High Ethical Standards

Professionalism

Quality Focus

Company

Union Home Mortgage Corp.

Glassdoor3.8

Since our inception in 1970, Union Home Mortgage has guided hundreds of thousands of aspiring homebuyers through the process of achieving homeownership.

Founded in 1970

Strongsville, Ohio, USA

1001-5000 employees