Branch Manager

Rate is a mortgage and finance company known for a streamlined approval process that can qualify borrowers in as little as one day. Operating nationwide under various licensed entities, including Guaranteed Rate, Inc. in New York, the company adheres to all state and federal regulations governing residential mortgage lending. Rate maintains licenses across multiple states and is regulated by agencies such as the NMLS, state banking departments, and departments of financial protection.

As a growing organization, Rate offers professionals the opportunity to work in a compliant, fast-paced environment focused on responsible lending and customer service.

The Branch Manager role at Rate is a full-time, on-site position based in Ohio. The Branch Manager oversees daily branch operations, including managing loan pipelines, ensuring compliance with lending regulations, and maintaining accurate documentation and reporting. This role leads and develops a team of mortgage professionals, sets sales goals, and monitors performance to meet branch revenue and service targets. The Branch Manager collaborates with regional leadership, builds relationships with referral partners, and promotes Rate’s products and services within the local market.

The position requires a hands‑on approach to customer service, team coaching, and operational efficiency to deliver a consistent, high-quality borrower experience.

• Leadership and team management skills, including coaching, performance management, and conflict resolution.
• Sales and business development abilities, such as relationship building with referral partners and driving branch growth.
• Strong operational and organizational skills, including process management, workflow optimization, and attention to detail.
• Comprehensive understanding of mortgage lending practices, regulatory compliance, and documentation standards.
• Excellent communication and interpersonal skills for interacting with team members, customers, and external partners.
• Prior experience in mortgage or financial services management, preferably in a branch or retail lending environment.
• Proficiency with mortgage origination systems and standard office software tools.
• Bachelor’s degree in business, finance, or a related field, or equivalent professional experience.
• Ability to work on-site in New Berlin, WI and meet any applicable state and federal licensing requirements.