Director of Branch Support; BR 10 - Mortgage Ops; 12.17.2024 at Texana Bank National Association in Keller, Texas

Job Description:

Director of Branch Support

Department: Mortgage Division – Corporate – Branch 10

Reports to: President

JOB SUMMARY: Responsible for the development of a direct support system of mortgage retail branches including the onboarding and ongoing training of those producers. Responsible for creating and developing policy and procedure to standardize and structure mortgage sales and operations, reduce risk, and increase efficiency, as well as designing resources and other training solutions for the overall mortgage team.

ESSENTIAL FUNCTIONS:

• Become an expert on all bank systems, programs, offerings and resources.
• Monitor and support mortgage production teams from sales through processing and operations through inbound questions, as well as outbound proactive training and communication.
• Educate new hires on mortgage education and bank software systems such as Encompass, through support and training sessions (i.e., virtual, recorded, and/or onsite)
• Actively support and promote Texana Banks' culture, policies, processes, procedures.
• Stay abreast of industry, policy and product changes.
• Report to management the violation of any policies, procedures, or business strategy of an branch or branch personnel
• Participate in the development, documentation, and training of departmental policies and procedures
• Responsible for providing other departmental leaders with written feedback for the purpose of improving overall corporate operational efficiency
• Responsible for forecasting departmental staffing needs based on projected workload
• Conduct annual performance reviews with direct reports
• Responsible for meeting Texana Bank's commitment to compliance
• Other duties as assigned with the role.

QUALIFICATIONS:

• Minimum of three (6) years related experience in the mortgage industry in an operations, trainer, or advanced sales role
• Advanced knowledge of mortgage lending programs.
• Must be proficient in Encompass
• 1+ years of experience in training/development
• Proficiency in MS Office and mortgage software
• Comprehension of lending procedures.
• In-depth understanding of relevant rules and regulations.
• Ability to function independently in a multi-task environment as well as part of a team.
• Ability to analyze information and make informed decisions.
• Strong organization skills and detail oriented.
• Excellent communication and sales skills.

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