Lead, manage, and motivate a team of 8–10 inbound Loan Officers to achieve and exceed origination targets.
Own inbound lead management strategy, including call cadence, speed-to-lead, and conversion playbooks.
Train and coach Loan Officers on sales execution, loan structuring, deal qualification, and pipeline management.
Track and manage funnel performance across key metrics, identifying bottlenecks and driving continuous improvement.
Ensure all origination activity complies with applicable federal and state mortgage regulations, including RESPA, TILA, and licensing requirements.
Own CRM workflows, lead routing, and follow-up standards to ensure no lead leakage.
Work closely with marketing, operations, tech, and customer service to ensure a cohesive borrower experience and continually improve our business.
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.