Oil and Gas Pipeline Operation

Pipeline Management

• The Loan Operating System (LOS) makes available to Branch Operations Managers several reports that are extremely helpful in pipeline management. Branch Operations Managers are responsible for daily management of the pipeline (loan application to Investor) via use of these reports and direct communication with the staff.

• Monitor "Projected to Close" report daily and ensure proper progress is made and closing documents are issued in a timely manner.

• Review the following report daily and manage staff accordingly: Timeline Exception Report to ensure timely loan approvals.

• The following should be done weekly: Review Loan Approval Conditions Report and follow up with processors on outstanding items. Review Post Closing Reports and follow up accordingly.

• Lead Loan Processor meeting.

• Attend Loan Officer meeting and Builder meetings as directed by Branch Manager.

• Be available to staff for questions and assistance on files. Work with Underwriting Department, Product Development, Closing and other departments to coordinate solutions on files.

• Direct staff to communicate loan issues quickly to all concerned parties, including borrowers, builder staff, sales agents and Realtors as authorized by borrowers.

• Develop relationships with staff. Lead by examples; foster a team atmosphere and attitude. Motivate the staff to manage individual pipelines proactively, no reactively.

• Review all rejected files for alternatives, prior to sending denial and/or transfer. Make sure rejected files receive a second underwriting review. Audit the files for compliance review.

• Assist Branch Manager with the Builder Sales and Closing Reports

Customer Service

• Maintaining great customer service is essential in order to achieve the desired capture rate goal and to develop non-captive business. The Branch Operations Manager must motivate the entire staff to treat each customer (including the homebuyer, builder, on-site sales agent, and realtor) as a TOP PRIORITY. This must be your branch's defining characteristic. Compliance

• Read the Company Compliance Manual, DHI Mortgage Company Policy and Procedures Manual and the Employee Handbook and all updates in a timely manner.

• Attend scheduled Compliance training.

• Respond to all Compliance Audits within the required timeframe and use audits in staff training.

• Communicate the benefits of Compliance to the staff and embrace its importance.

• Help monitor and train on Quality Control issues. Maintain overall focus on QC. Miscellaneous.

• Process payroll on an as needed basis for the Branch Manager, along with monitoring staff vacation and sick time.

• Attend Manager meetings prepared to participate and communicate all pertinent information back to the staff.

• Develop effective working relationships with fellow managers throughout the company.

• Exhibit the Company Mission Statement and Core Values.

• Other duties/responsibilities as assigned by Branch Manager. Supervisory Responsibilities :

• Directly supervises 2 or more employees in the Branch.

• Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws.

• Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

• Qualifications:
  To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  Education and/or Experience:Bachelor's degree (B. A.) from four-year college or university; or five (5) plus years related experience and/or training; or equivalent combination of education and experience.Language Skills :
• Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents.
• Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community.
• Ability to write speeches and articles for publication that conform to prescribed style and format.
• Ability to effectively present information to top management, public groups, and/or boards of directors. Mathematical Skills : Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.

• Isn't there one locally to talk to?
• Isn't there a Human Resources department that can forward a Job Description document?

Pipeline management is somewhat complex, but not horribly so; it only runs from A to Q.