Bilingual Mortgage Branch Manager Job Description

The Branch Manager: Experience and Qualifications

You are the manager of the office. You need to provide training and serve as a team leader. You have to juggle operations management and sales responsibilities.

The manager is in charge of the bank's other branches. You create and enforce standards. The branch manager personally meets with customers.

You are responsible for keeping and expanding the company's base of customers. You help staff members be successful by establishing sales goals and supervising them. The results must be reported to senior bank officials.

You may be asked to help with the office's technology or marketing the bank's services. As the top-ranking administrator in the branch, you are held accountable for the performance of the functions that you are responsible for. The duties include document preparation and processing, filing, payment processing, audit checks and ledger posting.

You will have staff to handle the details, but you need to make sure the work is done. You may need at least three to five years of retail sales management experience and a good knowledge of the banking industry. A background in customer service is important.

A Selection Criteria for a Branch Manager

A financial institution's executives are so confident in the branch managers that they expect them to run their own businesses. A branch manager's job description includes assuming responsibility for virtually all functions of their branch, including growing that location's customer base and elevating the community's perception of the company's brand. Branch managers are responsible for their success and failures.

The branch manager is responsible for the success or failure of the branch. It is important for the branch manager to have good multitasking and organization skills to accomplish tasks in a timely and efficient manner. The branch manager is responsible for the performance of other employees, such as bank tellers.

Branch managers should have strong sales, people management and customer service skills because of their responsibilities. The ability to prioritize, focus on detail, and have strong analytical skills are some of the attributes required of a branch manager. Branch managers are expected to be proactive about networking to get new business.

A branch manager can join the chamber of commerce and attend networking events to meet influential community members. A branch manager might meet a hospital administrator to work out a deal to provide services to the hospital's employees. Branch managers usually have undergraduate degrees in finance, accounting or related fields.

If a candidate has a bachelor's degree in another discipline, they may be considered for a position in a financial institution. In high demand areas, graduate degrees are preferred. Candidates with prior financial experience, proven leadership experience, and a track record of increasing the number of a bank's accounts are what financial institutions look for in branch manager candidates.

The Mortgage Company Office Managers

Mortgage company office managers are in charge of the daily operations of the office. The job varies depending on the size of the office and the needs of the company. Technical support, hiring, training, ordering and monitoring may be involved.

The office manager at a mortgage company is trying to ensure that the company is efficient and profitable. The office manager must be able to work well under pressure because of the stress of the mortgage business. The office manager needs to have good information technology skills and be aware of the need for data security because the mortgage office stores and processes large amounts of data.

Good writing skills are needed to prepare reports. Communication skills are needed in all areas, including scheduling, communicating through memos and emails, writing letters and making presentations. Office managers received a median annual salary of over $80,000 in May 2010, according to the Bureau of Labor Statistics.