Branch Manager Exempt

4307
2015 Redwood Road
Suite 4
Napa, CA 94558, USA

In the performance of assigned tasks and duties all employees are expected to conform to the following:

• Review and adhere to policies and guidelines contained within the Employee Handbook, including privacy and information security guidelines.
• Act within delegated authorities and adheres to applicable policy and procedures associated with such authorities.
• Contribute to establishing a respectful workplace where diversity is critical to innovation and growth.
• Ensure every action and decision is aligned with PRMI values.
• Partner with your management team to understand performance expectations and measurements. Effectively utilize feedback and coaching opportunities while seeking to learn and develop within your role at PRMI.
• Realize team synergies through networking and partnerships across PRMI.
• Embrace change; act as advocate and role model, promoting an approach of continuous improvement.
• Maintain a high standard of customer care while actively listening to customers in an effort to understand their views and needs. Take ownership of problems and issues, taking into consideration the breadth of PRMI competencies in providing solutions.
• Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.
• Work effectively as a team contributor on all assignments.
• Perform quality work within deadlines.
• Respect client and employee privacy.

Position purpose - Responsibilities/Duties/Functions/Tasks

The purpose of this position is to exercise complete responsibility for the immediate branch as well as any satellite branches within the branch manager’s supervision. These responsibilities include directing, coordinating, and monitoring all sales, branch operation, and personnel development activities to create a business operation that increases sales, profitability, market share, and customer and employee satisfaction.

• Assesses local market conditions, identifies current and prospective sales opportunities, and develops forecasts, financial objectives, and business plans for the branch
• Has at least years of Mortgage Experience
• Analyzes and exercises independent judgment and discretion in advancing PRMI’s business objectives and the interests of PRMI’s customers regarding significant financial decisions
• Develops, implements, and maintains sales and profitability plans according to account management principles
• Carries out major assignments affecting business operations of the employer or the employer’s customers
  • Performs the following tasks in completion of major assignments if the branch manager is a loan originator:
    • collects and analyzes information regarding the customer’s income, assets, investments, or debts
    • analyzes applicant data, credit, and collateral property value
    • determines which financial products best meet the customer’s needs and financial circumstances
    • provides advice to the customer regarding the advantages and disadvantages of available financial products
    • markets, services, or promotes the employer’s financial products
  • Directs all operational aspects of the branch which include distribution operations, customer service, human resources, administration, and sales in a manner that supports reaching the profitability goals
  • Ensures that all areas of work performance or departments are properly staffed and directed
  • Provides training, coaching, development, and motivation to bring out the best in each team member
  • Takes on the responsibility for the orientation and evaluation of all employees
  • Oversees branch financial management
  • Recommends desirable changes in the policies and goals of the branch and the organization
  • Assists managers in developing branch and organizational objectives as well as budgets
  • Communicates effectively with other branches and senior managers concerning effective practices, competitive intelligence, business opportunities, and needs
  • Addresses customer and employee satisfaction issues promptlyull>
  • Manages the branch by following high ethical standards and complying with all government regulations
  • Maintains and enforces personnel policy
  • Regularly evaluates the effectiveness of the…