Producing Branch Manager

Tri Pointe Homes, Inc.; Potomac, Northern (MD, KY); Hybrid; USD 120,000 - 180,000; Full time

Job summary

Tri Pointe Connect, the mortgage affiliate of Tri Pointe Homes, seeks a Producing Branch Manager in Washington, DC to oversee daily mortgage branch functions and drive performance. The role requires leadership of loan officers, pipeline management, and adherence to company standards.

The ideal candidate has extensive mortgage production management experience, a strong customer focus, and a proven ability to lead, train and motivate a high-performing team. A licensed MLO is essential.

Qualifications

• Bachelor’s degree or equivalent work experience.
• 5 years of hands-on management experience in mortgage production.
• 5 years of industry-related experience (origination, processing, underwriting, title and closing).
• Active NMLS MLO license in state of residency.

Responsibilities

• Oversee daily functions of the mortgage branch and ensure policy adherence.
• Manage active pipeline and originate loans while delivering customer service excellence.
• Plan, organize and monitor Loan Officer activities for efficiency.
• Provide training and guidance to staff; recruit and hire Loan Officers as needed.
• Conduct annual performance evaluations and drive productivity metrics.

Skills

Leadership

Customer service

Verbal communication

Written communication

Recruitment

Staff management

Loan production oversight

Education

Bachelor’s degree or equivalent

Tools

Encompass

MS Office

Job description

Overview

Are you passionate about making a real impact in the homebuying journey? Our dynamic team is driven by innovation, collaboration, and a shared commitment to excellence. We offer a comprehensive suite of services—including mortgage, title, escrow, homeowner’s and title insurance—all integrated under one roof to create a seamless, high-quality lending experience for our borrowers.

Tri Pointe Connect, the mortgage affiliate of Tri Pointe Homes, is looking for an experienced individual to join our talented group in Washington, DC as a Producing Branch Manager.

Position Highlights: Oversee the daily functions of the mortgage branch, ensuring the branch operates according to company policies and procedures while adhering to the practices of the local homebuilder. Acts as the primary contact with the builder division while providing direction and leadership to the loan officers. This position will also manage an active pipeline and originate loans while providing exceptional customer service to their customers.

Position Responsibilities:

• Execute performance and customer service goals as established by the leadership team.


• Utilize productivity reports and standards to manage the daily flow of loans to the Loan Officers, ensuring applications are originated and conditionally approved in a timely manner.


• Plan, organize and monitor the activities of the Loan Officer team to ensure an efficient and productive team.


• Monitor processes to ensure and enhance efficiencies.


• Maintain a current working knowledge of the Loan Officers’ pipelines to provide guidance and to ensure appropriate training for all employees.


• Plan for appropriate staffing levels based on division volume and productivity standards.


• Attend and participate in division planning/forecasting meetings.


• Provide second level underwriting review, as necessary.


• Maintain an active pipeline to meet and/or exceed company standards.


• Maintain a thorough knowledge of the origination of all loans for the branch from point of sale through closing.


• Develop and monitor daily, monthly and quarterly productivity and customer service measurements for the branch.


• Focused on meeting and/or exceeding goals for capture rate for areas of responsibility.


• Strive to meet and/or exceed goals for customer service for the branch.


• Monitor responses to customer complaints and review evaluations, taking corrective action as necessary to ensure exceptional customer service.


• Identify and maintain preferred outside lender and broker relationships.


• Monitor and control overages and shortages per company standards.


• Identify products necessary to meet the needs of the local market and communicate to Lenderworks.


• Meet with the builder on a regular basis ensuring goals are establish and exceeding expectations.


• Work collaboratively with HR to recruit and hire Loan Officers; manage incentive, recognition and reward programs and resolve any disciplinary issues and conduct termination, if necessary.


• Ensure the thorough training of direct reports and assist in the development of all necessary training programs.


• Manage and motivate team members to ensure consistent and maximum performance and customer service levels.


• Conduct annual performance evaluations based on job functions and established productivity and customer service standards.


• Provide support, direction and leadership to team members and assist them with any questions or problems.


• Develop and maintain excellent working relationships internally and externally.


• Attend weekly sales meetings.


• Train New Home Advisors on mortgage operations and products.


• Stay current on market trends, programs and loan products and become a subject matter expert for the builder.


• Assist with all other special tasks or projects as directed by management.

Job Requirements

Qualifications:

• Bachelor’s degree or equivalent work experience.


• 5 years of hands-on management experience in mortgage production, preferably within a builder environment.


• A minimum of 5 years of industry-related experience (i.e., loan origination, processing, underwriting, title and closing), preferably within a builder environment.


• Active NMLS MLO license in state of residency.

Skills:

• Active knowledge of loan origination systems, Encompass a plus.


• Advanced knowledge of all loan types, VA, FHA, Conventional


• Automated Underwriting Systems (AUS), to include LP, DU, GUS


• Strong computer skills, (MS Office, relational database systems)


• Highly developed verbal and written communication skills.


• Demonstrated judgment and decision-making capabilities.


• Exceptional customer service skills.


• Creative problem-solving skills.Excellent organizational/time management skills.


• Proven skills in selection, interviewing, recruitment and retention of staff.


• Ability to lead, direct, and motivate a successful team of professionals.


• Proven relationship-building skills.


• Demonstrated ability to manage loan production volume.


• Ability to manage tight deadlines, short notices on changes, and flexibility.

Physical Requirements:

• Sedentary for extended periods, 4 or more hours per day


• Frequent repetitive hand use (typing/computer work)


• Auditory ability to communicate in person, on calls, or in meetings


• Visual acuity for reading documents and computer work


• Occasional standing and walking


• Some climbing, bending, or kneeling


• Minimal lifting and carrying (under 10 lbs)


• Local travel as needed

Tri Pointe Homes is committed to building a diverse and talented team to help us achieve our goals. Please note that due to operational constraints, we are unable to consider applicants who require visa sponsorship (e.g., H1B, OPT) for this position. This policy applies uniformly to roles where sponsorship cannot be accommodated to ensure consistency and fairness in our hiring process.

At Tri Pointe Homes, we are intentional about fostering an environment where you, and all individuals, are encouraged to be their authentic selves. We embrace individuality and strive to be consciously inclusive of different backgrounds, experiences, and perspectives in every aspect of our business. We believe our company’s strength relies on the diversity of the team and the unique, innovative ideas everyone contributes.

Pursuant to the California Consumer Privacy Act of 2018, if you are a California resident, you have the right to know the categories of personal information that we collect about job applicants, employees and their emergency contacts and beneficiaries, and independent contractors. Please clickherefor a description of our personal information collection practices.

We are an Equal Opportunity Employer, which means we make employment decisions based on merit and qualifications and are committed to providing equal opportunities for all applicants and employees without regard to their race, color, creed, religion, national origin, ancestry, citizenship status, age, disability, sex, sexual orientation, gender identity or expression, veteran status, genetic information, or any other characteristic protected by applicable federal, state or local laws.

We will endeavor to make a reasonable accommodation to the known physical or mental limitations of a qualified applicant with a disability unless the accommodation would impose an undue hardship on the operation of our business. If you believe you require such assistance to apply for an open position or to participate in an interview, please let us know.