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Sales Manager - Mortgage Lending

Key Facts

Remote From: 
Full time
Senior (5-10 years)
English

Other Skills

  • Team Leadership
  • Success Driven
  • Accountability
  • Communication
  • Resilience
  • Adaptability
  • Negotiation
  • Time Management
  • Strategic Thinking
  • Detail Oriented
  • Social Skills
  • Problem Solving

Roles & Responsibilities

  • Bachelor's degree in Business, Marketing, Finance, or a related field (preferred).
  • 5+ years of mortgage sales management experience (inbound/telesales preferred) with a proven track record of meeting or exceeding sales targets.
  • Strong knowledge of non-QM mortgage products (e.g., DSCR, bridge/RTL, and consumer programs) as well as conventional/agency programs.
  • Proficiency with CRM/LOS platforms (Salesforce preferred) and active NMLS license preferred with willingness to obtain additional state licenses as required.

Requirements:

  • Lead and manage a team of 8–10 inbound Loan Officers to achieve origination targets and meet KPIs (speed-to-lead, contact rate, application rate, and funded volume).
  • Own inbound lead management strategy, including call cadence, speed-to-lead, conversion playbooks, and scripts/workflows for real estate investors, self-employed borrowers, and fix-and-flip operators to maximize conversions and lifetime value.
  • Train and coach Loan Officers on sales execution, loan structuring, deal qualification, and pipeline management to improve conversion rates and cycle times.
  • Monitor funnel performance from contact to funded, prepare regular performance reports for senior management, ensure regulatory compliance (RESPA, TILA, licensing), and collaborate with marketing, operations, tech, and customer service to optimize the borrower experience.

Job description

We are one of the country’s premier housing platforms, with a nationwide footprint and rapidly expanding mortgage operation focused especially on non-QM products, including DSCR, fix-and-flip/RTL, and consumer loans. We operate in a pay-for-performance environment driven by metrics, accountability, and results. We are seeking an experienced and driven Sales Manager to lead and grow a team of inbound Loan Officers, driving origination volume, building a high-performance sales culture, and executing on aggressive growth targets.

 

Responsibilities

 

  • Team Leadership and Management: Lead, manage, and motivate a team of 8–10 inbound Loan Officers to achieve and exceed origination targets. Hold team accountable to defined KPIs across speed-to-lead, contact rate, application rate, and funded volume.

 

  • Inbound Sales Strategy: Own inbound lead management strategy, including call cadence, speed-to-lead, and conversion playbooks. Implement scripts and workflows tailored to real estate investors, self-employed borrowers, and fix-and-flip operators to maximize conversion and lifetime value.

 

  • Training and Development: Train and coach Loan Officers on sales execution, loan structuring, deal qualification, and pipeline management to improve conversion rates and cycle times.

 

  • Performance Monitoring: Track and manage funnel performance across key metrics (contact → application → funded), identifying bottlenecks and driving continuous improvement.

  • Reporting: Prepare and present regular reporting on team performance, sales targets, and other key metrics to senior management, providing insights and recommendations for improvement.


Compliance: Ensure all origination activity complies with applicable federal and state mortgage regulations, including RESPA, TILA, and licensing requirements.

  • Customer Relationship Management: Own CRM workflows, lead routing, and follow-up standards to ensure no lead leakage. Enforce disciplined pipeline management, ensuring timely follow-up and full visibility into conversion performance.

 

  • Collaboration: Work closely with marketing, operations, tech, and customer service to ensure a cohesive borrower experience and continually improve our business.

Qualifications

  • Bachelor's degree in Business, Marketing, Finance, or a related field preferred.
  • 5+ years of experience in mortgage sales management (inbound/telesales preferred) with a track record of achieving sales targets.
  • Strong working knowledge of non-QM mortgage products, including DSCR, bridge/RTL, and consumer programs, along with conventional/agency mortgage programs.
  • Excellent communication, negotiation, and interpersonal skills.
  • Proficiency in CRM software and LOS platforms; Salesforce preferred but not required.
  • Active NMLS license preferred with willingness to obtain additional states as required.
  • Ability to work in a fast-paced and dynamic environment.

Skills

  • Strategic thinking and problem-solving skills.
  • Strong organizational and time-management abilities.
  • High level of resilience and adaptability.
  • Detail-oriented with a focus on quality and accuracy.

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