UMortgage

Manage the loan pipeline from setup to closing, coordinate between departments, ensure compliance, and maintain client communication. | Requires wholesale mortgage experience, strong pipeline management, communication skills, and ability to lead coordination among loan processing teams. | Description 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. • Wholesale experience required Requirements 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.