Producing Branch Manager – Builder / Joint Venture
SWBC Mortgage Corporation · Plano, TX · 4 wk ago
Business DevelopmentFull-time
About the role
This role is responsible for leading and growing a mortgage branch operating within a builder-aligned and/or joint venture (JV) environment. The Producing Branch Manager will deliver a superior customer experience while driving referral-based and partner-supported production.
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.
- Ensures 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.
- Produces 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.
- 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
- Led by the Leadership 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
Fast-paced, deadline-driven environment