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Job Description
- Req#: iFWOtcCkX4
- 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.
- 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).
- 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.
- 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.
- 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.
Branch Production Manager (Remote)
Department: Sales
Compensation: $60,000 base salary + per-file bonus
The UVA 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.Key Responsibilities:
Pipeline Management
Client & Realtor Communication
Team Leadership & Coordination
Quality Control & Compliance
Technology & Reporting
About the company
Rocket your way to a new home with UMortgage, a mortgage broker in Philadelphia with low rates on home loans. Use our calculator to estimate monthly payments.
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