Team Leadership and Management: Lead, manage, and motivate a team of 8–10 inbound Loan Officers to achieve and exceed origination targets.
Inbound Sales Strategy: Own inbound lead management strategy, including call cadence, speed-to-lead, and conversion playbooks.
Training and Development: Train and coach Loan Officers on sales execution, loan structuring, deal qualification, and pipeline management.
Performance Monitoring: Track and manage funnel performance across key metrics (contact → application → funded).
Reporting: Prepare and present regular reporting on team performance, sales targets, and other key metrics to senior management.
Compliance: Ensure all origination activity complies with applicable federal and state mortgage regulations.
Customer Relationship Management: Own CRM workflows, lead routing, and follow-up standards.
Collaboration: Work closely with marketing, operations, tech, and customer service to ensure a cohesive borrower experience.
Requirements
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.