Vice President of Knowledge Management at LPL Financial leading knowledge creators and leveraging AI solutions for service content. Transforming content management strategies to improve client experience and satisfaction.
About the role
- Senior VP Regional Manager leading multiple branch operations, ensuring excellent customer service and production goals. Overseeing personnel management and compliance in a fast-paced environment.
Responsibilities
- Manage multiple branches and supervise production personnel and their workflow
- Ensure high morale, excellent customer service, and maximum volume and profits
- Lead, manage and direct day-to-day operations of multiple production branches
- Interview, hire and train Division Managers and motivate all associates to achieve production goals
- Actively participate in the company’s strategic planning
- Set measurable and achievable goals and objectives based on customer service standards
- Regularly meet with various company departments to ensure adherence to updated processes and guidelines
- Provide EVP with updates and information regarding production metrics and performance for all region branches
- Create and maintain a management succession plan and development plan for associates
- Ensure compliance with federal government regulations and corporate reporting requirements
- Maintain knowledge of loan programs and ensure the loan officers remain current
Requirements
- Minimum 3-5 years as a branch manager
- Minimum 5 - 6 years of application and processing experience or equivalent mortgage background
- Strong computer background with 5 to 6 years experience in mortgage software and working knowledge of Word for Windows and Excel
- Current knowledge of closing and title requirements
- Current knowledge of loan processing and automated underwriting systems
- Current knowledge of FHLMC/FNMA/FHA/VA and industry underwriting guidelines
- Current knowledge of self-employed borrowers, partnership and corporation tax return analysis
- Valid driver's license and transportation
Benefits
- Health insurance (Medical, Dental, Vision coverage)
- 401(k) Retirement Plan with $1 for $1 Company Match up to 5%
- Paid Parental Leave
- Associate Assistance Plan
- Education Assistance Program
- Up to $30,000 in Adoption Assistance
- Up to three weeks of vacation annually
- Generous Holiday, Sick Leave, and Personal Day policies
- New Hire Referral Bonus Program
- Home Purchase Discounts
- Everyone’s Included Day
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