Branch Production Manager / Processor

Branch Production Manager/ Processor (Hybrid)

Department: Sales

Compensation: $60,000 base salary + per-file bonus

The Branch Production Manager is responsible for overseeing the entire loan pipeline from the moment a loan enters Loan Setup status through to Closing and Funding. This role ensures pipeline efficiency, compliance, proactive client and agent communication, and on-time closings. This individual will act as the primary liaison between the processing, underwriting, and closing departments while maintaining a high level of service to borrowers and referral partners.

Key Responsibilities:

Pipeline Management

Own the pipeline from Loan Setup to Closing.

Track, manage, and prioritize all active loan files to ensure milestones are met on time.

Review files for completeness and proactively resolve documentation or processing issues.

Conduct daily pipeline reviews with loan processors and underwriters as needed.

Anticipate and resolve potential bottlenecks in the pipeline before they delay closing.

Client & Realtor Communication

Serve as the main point of contact for borrowers and real estate agents once the loan moves into Loan Setup.

Provide proactive status updates at key milestones (disclosures out, appraisal in, clear to close, etc.).

Manage expectations, troubleshoot concerns, and maintain a positive client and agent experience.

Implement consistent communication systems (email/text templates, weekly update calls).

Team Leadership & Coordination

Act as the operations liaison between loan officers, processors, underwriters, and closers.

Lead weekly pipeline meetings with the team to track progress and reallocate resources if needed.

Identify training needs, process gaps, or system inefficiencies and work with leadership to implement improvements.

Quality Control & Compliance

Verify that files are submitted cleanly with all necessary documentation to minimize underwriting conditions.

Monitor file quality and ensure adherence to company, investor, and regulatory guidelines.

Oversee pre-closing audits and assist in clearing any post-closing issues.

Technology & Reporting

Utilize ARIVE to manage pipeline and communication workflows.

Generate weekly reports on file status, cycle times, fallouts, and any other issues.

Maintain accurate data and notes in ARIVE for compliance and accountability.