Mortgage Branch Liaison & Processing Manager

Location: [Remote / Hybrid / Branch-Based]
Employment Type: Full-Time

The Mortgage Branch Liaison & Processing Manager serves as the critical link between branch production teams and corporate operations. This role combines hands‑on processing leadership with relationship management, compliance oversight, and performance optimization. The ideal candidate is a seasoned mortgage professional who thrives in a fast‑paced environment, understands agency and investor guidelines, and excels at driving consistency, quality, and accountability across multiple branches and states.

• Act as the primary operational point of contact for assigned branches
• Translate corporate policies, procedures, and investor requirements into practical branch‑level execution
• Proactively identify workflow gaps, training needs, and communication breakdowns
• Partner with Sales Leadership to support branch growth while maintaining operational integrity
• Lead regular pipeline, performance, and issue‑resolution meetings with branch leadership

• Directly manage and mentor mortgage processors, junior processors, and/or centralized processing teams
• Establish and enforce standardized processing workflows, turn times, and documentation quality
• Oversee pipeline flow from application through clear‑to‑close, ensuring service‑level commitments are met
• Resolve escalated loan issues involving income, assets, credit, property, or investor overlays
• Collaborate with underwriting, closing, and secondary to ensure seamless file movement

• Ensure loans are processed in compliance with current FNMA, FHLMC, FHA, VA, USDA, state, and investor guidelines
• Monitor adherence to TRID, fair lending, and internal audit standards
• Support pre‑funding and post‑closing quality control initiatives
• Assist in remediation of audit findings, repurchase requests, or investor conditions when applicable
• Maintain strong documentation standards to reduce defects, conditions, and suspense items

• Track and report on pipeline metrics including turn times, fallout, condition rates, and clear‑to‑close performance
• Identify trends impacting branch productivity or loan quality and implement corrective action plans
• Support onboarding of new branches, loan officers, and processing staff
• Recommend operational enhancements, technology improvements, and workflow efficiencies

• Minimum 3+ years of mortgage processing experience
• Prior leadership or management experience within mortgage operations or processing
• Strong working knowledge of agency and government loan programs
• Proven ability to manage multiple pipelines and competing priorities
• Excellent communication, conflict‑resolution, and coaching skills
• High attention to detail and able to create and present trainings

• Experience supporting multi‑branch or distributed sales environments
• Encompass and automated technology experience a plus

• Competitive salary plus performance‑based incentives
• Growth‑oriented leadership role with direct impact on branch success
• Collaborative culture focused on quality, accountability, and service
• Comprehensive benefits package including health, PTO, and retirement options
• Opportunity to shape operational standards and support scalable growth

This role is ideal for a mortgage professional who enjoys bridging the gap between sales and operations, driving excellence, and being viewed as a trusted partner across the organization—not just a manager behind the scenes.