Manages mortgage loan activities in a branch office. Provides customers with mortgage loan information and recommends product options. Coordinates origination from application processing to closing of residential loans. Monitors trends and developments in the local real estate market and changes to private and government-insured mortgages. Ensures all lending policies and regulations are followed. May require a bachelor's degree. Typically reports to a manager or head of a unit/department. Typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments.
Manages a retail banking branch office that develops and grows customer relationships, promotes products and services, and delivers efficient operations. Oversees daily branch opening, closing, customer service, transaction processing, and reconciliation tasks and activities. Schedules, manages, and trains branch staff to maintain the required service coverage. Ensures staff understands and follows all company policies and procedures to maintain required security, operational, and service quality standards. Accountable for financial, operational, and customer satisfaction goals for the branch. Resolves escalated customer or operations issues. Coordinates with other bank teams to promote products and represent the bank in the community. May require a bachelor's degree. Typically reports to a group or regional branch manager. Manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. Typically requires 5 years experience in the related area as an individual contributor. 1 - 3 years supervisory experience may be required. Extensive knowledge of the function and department processes.
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The Branch Manager - Consumer Mortgage Lending provides customers with mortgage loan information and recommends product options. Manages mortgage loan activities in a branch office. Being a Branch Manager - Consumer Mortgage Lending monitors trends and developments in the local real estate market and changes to private and government-insured mortgages. Coordinates origination from application processing to closing of residential loans. In addition, Branch Manager - Consumer Mortgage Lending ensures all lending policies and regulations are followed. May require a bachelor's degree. Typically reports to a manager or head of a unit/department. The Branch Manager - Consumer Mortgage Lending supervises a group of primarily para-professional level staffs. May also be a level above a supervisor within high volume administrative/ production environments. Makes day-to-day decisions within or for a group/small department. Has some authority for personnel actions. Working as a Branch Manager - Consumer Mortgage Lending typically requires 3-5 years experience in the related area as an individual contributor. Thorough knowledge of functional area and department processes.
Assists the branch manager in the daily operations of a retail banking branch office. Performs routine branch opening, closing, customer service, and other operational tasks and activities. Assumes responsibility for the supervision of the branch office during the manager's absence. Assists in training and managing branch staff. Ensures that branch operations follow all company policies and procedures. Maintains the required security, operational, and service quality standards. Usually has completed a bank management training program. May require an associate degree. Typically reports to a branch manager. Supervises a small group of para-professional staff in an organization characterized by highly transactional or repetitive processes. Contributes to the development of processes and procedures. Typically requires 3 years experience in the related area as an individual contributor. Thorough knowledge of functional area under supervision.