Producing Branch Manager – Builder / Joint Venture

SWBC; Plano (TX); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Competitive overall compensation package

Work/life balance

Leadership Academy and Mentor Program

Variety of healthcare coverage options

Job summary

SWBC seeks a talented individual to lead and grow a mortgage branch in Plano, Texas. This position is responsible for managing daily operations and personally originating residential mortgage loans to achieve production goals.

The ideal candidate will have a strong background in mortgage lending, leadership experience, and a commitment to customer service, ensuring compliance with all regulatory requirements. Attractive perks include a competitive compensation package and career growth opportunities.

Qualifications

• Active NMLS License in Texas and applicable mortgage licensing.
• Minimum 5 years of mortgage lending or loan origination experience.
• Minimum 2 years of supervisory or management experience.

Responsibilities

• Manage staff and administration of a mortgage lending branch.
• Ensure compliance with company policies and regulatory requirements.
• Develop and implement mortgage sales and profitability plans.

Skills

Active NMLS License in Texas

Leadership skills

Interpersonal skills

Analytical skills

Customer service commitment

Proficient in Microsoft Word and Excel

Education

College coursework in Business or Marketing

Job description

Job Overview

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. The role promotes a high‑performance sales and service culture, supports builder and partner relationships, and ensures full compliance with all applicable mortgage, RESPA/consumer protection, and company policies.

Responsibilities

Essential duties include the following:

• Manage staff and day‑to‑day administration of a mortgage lending branch supporting builder and/or joint‑venture production.
• Ensure compliance with company policies, investor guidelines, and all applicable federal, state, and regulatory requirements.
• Maintain appropriate staffing levels and workflows to meet customer service and production expectations.
• Oversee work schedules, conduct performance evaluations, and provide coaching, counseling, and corrective action as needed.
• Resolve personnel‑related issues in a professional and policy‑compliant manner.
• Develop and implement branch‑level mortgage sales and profitability plans with emphasis on builder‑supported and partner‑referred business.
• Produce personal loan volume at or above established target expectations.
• Support and strengthen relationships with builder and JV partners through consistent communication and service delivery.
• Promote referral and relationship‑based business while ensuring full adherence to RESPA, advertising, and affiliate relationship requirements.
• Oversee branch financial performance, expense awareness, and productivity metrics.
• Monitor sales activity, pipeline health, conversion ratios, and customer experience outcomes.
• Communicate effectively with Senior Management regarding performance trends and best practices.
• Provide training, coaching, and professional development for branch employees.
• Reinforce mastery of sales fundamentals, product knowledge, and customer experience excellence.
• Promote compliance awareness and reinforce documentation discipline.
• Maintain a professional, ethical, and customer‑focused branch culture.

Qualifications

• Active NMLS License in Texas (other states a plus).
• College coursework in Business, Marketing, or related field, or equivalent mortgage industry experience.
• Active and applicable state mortgage licensing, including required continuing education.
• Minimum 5 years of mortgage lending, loan origination, or related experience.
• Minimum 2 years of supervisory, management, or training experience.
• Minimum 2 years 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.
• Ability to work in a fast‑paced, deadline‑driven environment while maintaining professionalism.
• Ability to sit for extended periods and perform light physical office tasks.
• Ability and willingness to travel locally and nationally as needed.

Benefits

• Competitive overall compensation package.
• Work/life balance.
• Employee engagement activities and recognition awards.
• Years of service awards.
• Career enhancement and growth opportunities.
• 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 (subject to eligibility).

Additional Information

SWBC is a Substance‑Free Workplace and requires pre‑employment drug testing. SWBC does not hire tobacco users as allowed by law.

SWBC is a diversified financial services company providing insurance, mortgage, and investment services. Headquartered in San Antonio, Texas.