BRANCH OPERATIONS MANAGER SKILLS, EXPERIENCE, AND JOB REQUIREMENTS

Updated: Sep 21, 2024 - The Branch Operations Manager possesses a comprehensive understanding of mortgage lending processes including conventional, government, and Jumbo loans, along with a deep familiarity with state and federal regulations. This role demands proficiency in managing workflows and coordinating tasks and people efficiently, backed by solid experience in loan processing software systems. This position's capabilities include decision-making, problem-solving, and effectively scheduling work and activities to enhance customer service and operational efficiency.

Essential Hard and Soft Skills for a Standout Branch Operations Manager Resume
  • Financial Management
  • Risk Management
  • Business Analytics
  • Regulatory Compliance
  • Project Management
  • Technical Proficiency
  • Data Analysis
  • Budgeting
  • Process Optimization
  • Reporting
  • Leadership
  • Communication
  • Problem Solving
  • Adaptability
  • Decision Making
  • Teamwork
  • Customer Service
  • Conflict Resolution
  • Time Management
  • Emotional Intelligence

Summary of Branch Operations Manager Knowledge and Qualifications on Resume

1. BS in Business Administration with 6 years of Experience

  • Sales and operational experience
  • Management/leadership experience
  • Proficient with MS Office Suite, particularly comfortable working in MS Excel and MS Outlook
  • Must be able to work in a team environment
  • Ability to adapt to a fast-paced changing environment and to approach challenges with creativity and resourcefulness
  • Strong communication and interpersonal skills
  • Initiative and self-direction, can apply knowledge and make sound judgments to effectively resolve issues
  • Able to work with a sense of urgency
  • Demonstrated experience with attention to detail, written and oral communication, multi-tasking, working in a team atmosphere adhering to tight deadlines
  • Demonstrated experience with MS Office software products
  • Demonstrated experience analyzing and interpreting data

2. BA in Management with 3 years of Experience

  • Basic knowledge of desktop underwriting programs
  • Solid knowledge and understanding of organizing people, tasks, and activities to yield efficient workflow
  • Solid knowledge and understanding of conventional, government (FHA/VA), and Jumbo loan requirements
  • Solid knowledge and understanding of state and federal real estate lending regulations
  • Solid knowledge and understanding of loan processing software systems
  • Extensive knowledge and understanding of customer service best practices
  • Experience in processing all types of mortgage loans
  • Demonstrated leadership or management experience preferred
  • Demonstrated experience using available information to make sound business decisions
  • Ability to Making Decisions and Solving Problems 
  • Ability to Analyze information and evaluate results to choose the best solution and solve problems.
  • Ability to schedule Work and Activities
  • Ability to schedule events, programs, and activities, as well as the work of others.

3. BS in Finance with 5 years of Experience

  • Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, and other office procedures and terminology.
  • Knowledge of MS Office Suite such as Google Suite is a plus
  • Politeness, confidence, tact, patience and diplomacy while dealing with complex and confidential situations.
  • Excellent communication and problem-solving skills.
  • Ability to maintain professional and courteous relationships.
  • Ability to listen to and understand information and ideas presented through spoken words and sentences.
  • Ability to communicate information and ideas in speaking so others will understand.
  • Ability to read and understand information and ideas presented in writing.
  • Ability to communicate information and ideas in writing so others will understand.
  • Ability to apply general rules to specific problems to produce answers that make sense.
  • Ability to observe, receive, and otherwise obtain information from all relevant sources.
  • Ability to provide information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.

4. BA in Organizational Leadership with 2 years of Experience

  • Must have excellent customer service skills, able to work in a team environment and proficient with computers.
  • Thorough understanding and strong working knowledge of credit, underwriting guidelines, processing loans, secondary pricing, credit policy, and financial statement analysis.
  • Ability to work with loan originators and production staff to acquire all required documentation.
  • Be familiar with fraud detection techniques.
  • Excellent oral and written communication skills and customer service skills
  • Analytical with good attention to detail and good math skills
  • Good judgment and the ability to work independently
  • Basic to Intermediate computer skills in Microsoft Office, including Word, Excel, and Outlook
  • Ability to multitask in a fast-paced environment
  • Ability to handle confidential material in a professional, highly ethical manner
  • Proficient in DU/DO, LP, and Originating systems
  • Ability to organize, plan, and prioritize work
  • Ability to Develop specific goals and plans to prioritize, organize, and accomplish work.

5. BS in Accounting with 4 years of Experience

  • Extensive proven experience in delivering high-quality services in a similar-sized organization
  • Proven track record of delivering on difficult business challenges by applying best practices and creative problem-solving
  • Ability to analyze and interpret statistical data
  • Excellent planning, organizing, and time management skills
  • Proven project management experience and skills, negotiating skills
  • Proven experience in managing budgets and ensuring cost-effective spend
  • Extensive experience in relationship management with internal and external customers
  • Experience working in the social care/third/public sector or evidence that understanding industry
  • Experience in running a local business, branch, or division
  • Sound business skills such as planning, tender writing, analysis, reporting, networking, and income generation
  • Knowledge of the political and strategic environment as it relates to social care

6. BA in Human Resources Management with 2 years of Experience

  • Expert-level knowledge of overall mortgage lending processes, including Underwriting, Funding, and Loan Processing, conventional/FHA, USDA VA and Bond Program underwriting loan requirements, regulatory compliance and asset protection.
  • Expert-level knowledge of valid documentation related to the processing of consumer mortgage applications (e.g., tax returns, financial statements and records, verification of income and deposits, etc.).
  • Expert-level knowledge of federal, state, and regulatory requirements/guidelines related to consumer mortgage lending and internal processes and controls.
  • Results and metric driven, capable of motivating a team to reach goals and drive initiatives.
  • Manage multiple priorities in a deadline-driven environment such as leads with a strong sense of urgency and responsiveness
  • Ability to be patient and train less experienced team members, respond to questions and build capability.
  • Ability to clearly communicate issues and expectations.
  • Strong management and critical thinking skills, including the ability to evaluate facts and data to draw conclusions.
  • Strong verbal and written communication skills.
  • Brilliant communication skills such as both written and verbal
  • Demonstrable experience in good financial management
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