Producing Branch Manager – Builder / Joint Venture

About the role

SWBC is seeking a talented individual to lead and grow a mortgage branch operating within a builder-aligned and/or joint venture (JV) environment. This role is responsible for providing day-to-day leadership and oversight of branch operations while also personally originating residential mortgage loans to achieve individual and branch production goals.

Responsibilities

• Manages the staff and activities involved in the day-to-day administration of a mortgage lending branch supporting builder and/or joint-venture production.
• Maintains compliance with company policies, investor guidelines, and all applicable federal, state, and regulatory requirements.
• Maintains appropriate staffing levels and workflows to meet customer service and production expectations.
• Oversees work schedules, conducts performance evaluations, and provides coaching, counseling, and corrective action as needed.
• Solves personnel-related issues in a professional and policy-compliant manner.
• Develops and implements branch-level mortgage sales and profitability plans with emphasis on builder-supported and partner-referred business.
• Responsible for producing personal loan volume at or above established target expectations.
• Supports and strengthens relationships with builder and JV partners through consistent communication and service delivery.
• Promotes referral and relationship-based business while ensuring full adherence to RESPA, advertising, and affiliate relationship requirements.
• Oversees branch financial performance, expense awareness, and productivity metrics.
• Monitors sales activity, pipeline health, conversion ratios, and customer experience outcomes.
• Communicates effectively with Senior Management regarding performance trends and best practices.
• Provides training, coaching, and professional development for branch employees.
• Promotes compliance awareness and reinforces documentation discipline.
• Maintains a professional, ethical, and customer-focused branch culture.

Requirements

• Active NMLS License in the State of Texas (other states are a plus)
• Some college coursework in Business, Marketing, or a related field, or equivalent mortgage industry experience
• Active and applicable state mortgage licensing, including required continuing education
• Minimum five (5) years of mortgage lending, loan origination, or related experience
• Minimum two (2) years of supervisory, management, or training experience
• Minimum two (2) years of working in a builder/mortgage joint venture or builder owned mortgage company
• Working knowledge of mortgage products, origination workflows, and regulatory requirements
• Strong interpersonal, leadership, organizational, and analytical skills
• Strong written and verbal communication skills
• Demonstrated commitment to superior customer service
• Proficient in Microsoft Word, Excel, and general office equipment
• Able to sit for extended periods and perform light physical office tasks
• Able to work in a fast-paced, deadline-driven environment while maintaining professionalism
• Able and willing to travel locally and nationally as needed

Qualifications

• Minimum two (2) years of supervisory, management, or training experience
• Minimum two (2) years of working in a builder/mortgage joint venture or builder owned mortgage company
• Working knowledge of mortgage products, origination workflows, and regulatory requirements
• Strong interpersonal, leadership, organizational, and analytical skills
• Strong written and verbal communication skills
• Demonstrated commitment to superior customer service
• Proficient in Microsoft Word, Excel, and general office equipment
• Able to sit for extended periods and perform light physical office tasks
• Able and willing to travel locally and nationally as needed

Skills

• Strong interpersonal, leadership, organizational, and analytical skills
• Strong written and verbal communication skills
• Demonstrated commitment to superior customer service
• Proficient in Microsoft Word, Excel, and general office equipment

Benefits

• Competitive overall compensation package
• Work/Life balance
• Employee engagement activities and recognition awards
• Years of Service awards
• Career enhancement and growth opportunities
• Ledger Academy and Mentor Program
• Continuing education and career certifications
• Variety of healthcare coverage options
• Traditional and Roth 401(k) retirement plans
• Lucrative Wellness Program

Pay

Competitive overall compensation package

Schedule

Flexible schedule to accommodate builder and JV partner needs