Branch Manager - Orange County, CA

Kind Lending | NMLS #3925; Irvine (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

Kind Lending in Irvine, CA is seeking a Branch Manager to lead the local team, develop consumer relationships in purchase and refinance markets, and drive growth with a high-tech CRM and automated campaigns.

The role emphasizes managing staff such as Sales Managers, Loan Officers, Processors, and Production Assistants, maintaining compliance, and delivering strong customer service; commission-based compensation and opportunities for leadership.

Qualifications

• Excellent communication and relationship skills.
• 10 years or more of mortgage experience; 5 years or more of Sales management experience; 3 years or more of marketing experience.
• Must have a Nationwide Mortgage License System (NMLS) identification number.
• Knowledgeable of all mortgage-related programs such as; FNMA, FHA, VA.
• Self-motivated, self-starting professional.
• Detail-oriented with strong organizational and follow-through skills.
• A truly independent mortgage sales professional.
• Must have the ability to have fun and enjoy your role.

Responsibilities

• Onboard new Loan Officers and help them achieve sales goals.
• Assist in identifying Operations talent from new hires.
• Manage Branch staff (Sales Managers, Loan Officers, Processors, Production Assistants).
• Monitor and establish branch staff sales activity, production and goals.
• Assist with Loan Officer and file issues per escalation process.
• Ensure branch compliance with regulations and internal controls.
• Update management on competitor pricing and products.
• Lead Bi-Monthly Sales meetings to review opportunities and policies.
• Drive sales productivity and profitability.
• Ensure high customer service levels from Mortgage Loan Officers.
• Oversee marketing expenses and revenue generation.

Skills

Mortgage experience

Sales management

Marketing experience

NMLS license

Industry programs knowledge

Education

High School diploma

Job description

Brief Description

THE TEAM: At Kind Lending, our family of diverse and talented Kind Ambassadors are the driving force behind our new approach to the mortgage experience. They're the heart and soul of the organization and our “People Before Profits” mentality shines through in every department. Kind Lending is growing and is looking for top mortgage professionals who value opportunity, lasting business partnerships, and who live out our KIND mindset. Kind Lending is determined to provide the best service in the industry while also providing homebuyers with a great selection of products to enhance their buying experience. Backed by our trusted leadership team, Kind Lending's friendly and professional model puts the “fun” in funding.

Position Summary

Our Branch Managers are active in the field, networking with other industry professionals, and establishing consumer relationships in both the purchase and refinance markets. High tech, high-touch Customer Relationship Management system helps you stay organized and market with automated drip email campaigns, milestone emails, priority status settings, reminders, and complete pipeline management.

Responsibilities

• Responsible for onboarding new Loan Officer and helping them achieve sales goals that are established.
• Assist as needed in identifying Operations talent from new hires.
• Responsible for managing the Branch staff, such as Sales Managers, Loan Officers, Processors, and Production Assistants.
• Monitor and establish the branch staff sales and service activities production, goals, and strategy.
• Assist in Loan Officer and file issues as needed – per Escalation process.
• Ensures Branch is in compliance with all regulations, internal controls, and procedures.
• Update Management on competitor comp plans, pricing, and products to ensure Kind Lending is at the forefront in these areas.
• Conduct Bi-Monthly Sales meetings with Branch staff to review marketing opportunities, production goals, and any new company policies that have been distributed to the field.
• Responsible for driving sales productivity and profitability.
• Ensure Mortgage Loan Officers maintain the best customer service levels.
• Responsible for proper management of marketing expenses, revenue generation, and profit and loss statement.
• Communicate marketing policies to branch team members.
• Promote behavior that is consistent with Kind Lending values, visions, and ethics.
• Must participate in all networking opportunities and company-sponsored events.
• Must attend all company and Regional meetings.
• Submit New Hire packages according to HR Policy to Regional Manager for approval.
• Responsible for ensuring all New Hires attend new hire training.
• Responsible for ensuring all New Hires and current employees are trained on Kind Lending systems and internal policies and procedures.
• Responsible for ensuring all applicable branch employees are training on pricing and with secondary policies and procedures.
• Motivate, coach, and support direct reports through management processes.

Qualifications

• Excellent communication and relationship skills.
• 10 years or more of mortgage experience; 5 years or more of Sales management experience; 3 years or more of marketing experience.
• Must have a Nationwide Mortgage License System (NMLS) identification number.
• Knowledgeable of all mortgage-related programs such as; FNMA, FHA, VA.
• Self-motivated, self-starting professional.
• Detail-oriented with strong organizational and follow-through skills.
• A truly independent mortgage sales professional.
• Must have the ability to have fun and enjoy your role.

Education

High School diploma or equivalent.

Pay Disclosure

This position is part of a commission-based compensation structure typical within the mortgage industry. Total compensation is influenced by several factors, including individual production, experience, business needs, and market conditions. Compensation structure is subject to change and may be modified in the future.

Disclaimer Statement

This job description is not intended, nor should it be construed to be an exhaustive list of all responsibilities, duties, skills, or working conditions associated with a job. It is intended to be a general description of the principal requirements common to positions of this type.

Work Authorization

Must be able to verify identity and employment eligibility to work in the U.S. without a visa sponsorship.

Other Duties

This job profile is not intended to be an all-inclusive list of job duties and responsibilities, as one may perform additional related duties as assigned to meet the needs of the organization.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must be able to lift up to ten pounds. Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a keyboard; and to verbally communicate to exchange information. VISION: See in the normal visual range with or without correction. HEARING: Hear in the normal audio range with or without correction.

Equal Opportunity

Kind Lending is an Equal Opportunity Employer committed to workforce diversity. Qualified applicants will receive consideration without regard to race, religion, creed, color, orientation, gender, age, national origin, veteran status, disability status, marital status, sexual orientation, gender identity, or gender expression.

• For your security, Kind Lending will only contact you from email addresses ending in kindlending.com. Emails from any other domain should be treated as suspicious and may be phishing attempts.