Senior Mortgage Branch Leader - Drive Growth & Compliance

FinanceInfos; Florida; On-site; USD 90,000 - 120,000; Full time

Job summary

Meridian Bank in Bonita Springs, FL is seeking a Residential Mortgage Branch Manager to lead branch activities, supervise staff, originate, process and close mortgage loans, and drive sales and profitability.

The role requires strong leadership, 5 years mortgage experience, a bachelor’s degree, and adherence to regulatory policies while delivering excellent customer service.

Qualifications

• Bachelor’s degree or equivalent combination of education and work experience.
• Minimum 5 years of financial/mortgage experience.

Responsibilities

• Directly supervise branch staff and mortgage loan origination process.
• Maintain branch budget, production, and income goals.
• Ensure compliance with CRA, BSA, and fair lending laws.
• Provide leadership and coaching to Mortgage Loan Originators.

Skills

Problem solving

Leadership

Communication

Managing upward

Relationships

Time management

Organizational skills

Analytical skills

Coaching

Education

Bachelor’s degree or equivalent

Job description

Job Highlights

Title	Residential Mortgage Branch Manager
Type	Full Time
Experience	5 Years
Function	Mortgage
Location	Bonita Springs, FL, United States
Company	Meridian Bank

Company Profile

Meridian Bank delivers secure, customer-focused banking services, offering personal and business accounts, digital banking, loans, investments, and financial solutions.

Job Profile

The bank is looking for a Residential Mortgage Branch Manager who will be responsible for directly supervising branch activities in originating, processing, and closing of mortgage loans to assist in maximizing sales/profitability by developing staff and by controlling expenses; participating in establishing specific goals for the branch; determining work procedures and expediting work flow; ensuring compliance with all operating policies and procedures; directly supervising assigned employees; communicating with appropriate coworkers; providing periodic reports.

Education Level

• Bachelor’s Degree or an equivalent combination of education and work experience

Work Experience

• 5 years of financial/mortgage experience

License/Certification

• Valid Driver’s License

Duties/Responsibilities

• Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the workplace
• Communicates with management, other supervisors, and employees to integrate goals and activities
• Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank’s compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.
• Creates an environment in which upward communication from employees is encouraged
• Demonstrates and promotes Meridian Bank’s Core Values: Our Partners, Our People, Our Bank and Our Communities
• Directly supervises assigned employees, including assisting in the selection of new employees as appropriate, training employees, and reviewing performance throughout their introductory period and on an annual basis
• Ensures that branch staff understand the branch objectives and how they fit into the overall company objectives
• Informs assigned employees of pertinent policies and procedures
• Maintains and demonstrates an in-depth knowledge of relevant compliance regulations, Meridian policies and procedures
• Manages branch staff in all aspects of the loan origination process from opening to closing
• Manages loan pipeline
• Manages the branch budget, production, and income goals within company guidelines
• Organizes, schedules, and distributes work among assigned employees
• Performs direct supervisory duties of department staff
• Provides a high level of customer relations and service
• Provides leadership, management, advice, guidance, and motivation to Mortgage Loan Originators and Branch staff
• Reviews loans to ensure compliance with company and regulatory standards
• Stays informed on regulations, trends, and developments in the local real estate market
• Other duties as assigned

Skills/Knowledge/Abilities

• Ability to define problems and propose solutions
• Actively seeks coaching
• Consistently visible and demonstrates leadership competencies
• Excellent verbal and written communication skills
• Leadership Skills
• Managing Upward
• Relationship management skills and ability to interface confidently with associates of all levels, including senior executives, business unit and department heads
• Strong organizational and time management skills
• Strong problem-solving and analytical skills

Working Conditions

• Fast-paced, target-driven environment
• Frequent meetings with clients and staff
• Full-time during standard business hours
• Office-based with occasional client visits
• Regular use of banking and mortgage software

Employer’s Statement

Meridian Bank is an Equal Opportunity Employer.