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Job description
Branch Team CaptainCompensation: Salary + Performance-Based Bonus (commensurate with experience)About the RoleWe are seeking a dynamic, detail-oriented, and customer-focused Branch Team Captain to support a top-producing mortgage loan officer and help drive branch performance. This pivotal role blends operations, customer service, marketing coordination, and loan officer assistance. The ideal candidate thrives in a fast-paced, deadline-driven environment and has a passion for delivering outstanding service while keeping a team organized and accountable.Key ResponsibilitiesServe as the right-hand partner to the branch's lead loan officer, ensuring daily operations run smoothly and efficientlyRun Desktop Underwriter (DU) and Loan Product Advisor (LP) for new pre-approvals; assist with structuring files and helping clients get qualifiedFix problems in the process—whether operational, transactional, or related to borrower communication—proactively and resourcefullyTrack loan files through each stage, managing deadlines, follow-ups, and ensuring smooth transitions between milestonesAct as the main point of contact for clients, agents, and internal team members—ensuring all communication is timely, clear, and empatheticAssist with CRM data management (Salesforce preferred), including tracking lead status, updating notes, and maintaining file integrityHelp submit and reconcile various business expenses and branch-related reimbursementsSupport team morale and accountability, keeping operations moving forward even when the loan officer is unavailableCreate and execute basic marketing campaigns (social media, email, print) to support brand awareness and referral generationTake full ownership of assigned projects and responsibilities, ensuring no loose ends and consistent follow-throughIdeal Candidate ProfileRecent mortgage industry experience preferred, but not requiredBackground in fast-paced, high-touch environments such as hospitality, real estate, or customer service strongly valuedFamiliarity with DU, LP, and mortgage pre-approval processes preferredHighly organized and detail-oriented with the ability to manage multiple priorities and deadlinesStrong interpersonal and written communication skills—empathetic, articulate, and confidentProficient with Salesforce or similar CRM platformsTech-savvy; capable of handling tools like Microsoft Office, Google Workspace, and light marketing toolsSmart, dependable, and solutions-oriented—someone who takes ownership and sees tasks through to completion without being micromanagedA natural team leader—calm under pressure, resourceful, and adaptableCompensation & PerksCompetitive base salaryPerformance-based bonuses for exceeding goals and driving resultsOpportunity to grow into a licensed mortgage originator role or expanded leadership positionHigh-energy, supportive team cultureDirect mentorship from a 20-year veteran in the mortgage industryOpportunities for long-term career development within a high-producing branch
Worksite address
santa rosa, CA, 95404, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.