General Purpose: 

The Sales Manager is responsible for managing a staff of Loan Consultants for an assigned branch office. The Sales Manager cultivates loan referrals through outside sales meetings with builders, realtors, and consumers. Examines, evaluates, and documents customer applications for credit approval on real estate loans. 

Essential Duties and Responsibilities: 

  • Make sales calls with assigned sales staff, establish sales goals and support achievement of those goals.
  • Spend at least 50% of their working hours outside the office to conduct sales calls to create, develop and maintain referral relationships with real estate professionals, builders, and consumers.
  • Develops and achieves personal production.
  • Recruit, develop, and retain production staff to achieve branch sales goals.
  • Analyze potential marketing opportunities to develop future business opportunities.
  • Communicates positively and professionally with operations staff throughout the process of the loan to ensure a smooth closing.
  • Engage in managing the loan pipeline with all team members to meet company efficiency standards.
  • Meet with borrowers to determine best loan program for individual needs after analyzing income, assets, credit, and property.
  • Collect all required documentation from borrowers and converts to paperless documents.
  • Prepare and submit loan submission sheet to set up.
  • Read and understand rate sheets, product codes, loan level price adjustments in order to calculate rates and fees.
  • Negotiate and confirm rates, fees, and lock terms with customer.
  • Lock loans in the system with agreed upon terms and manages locked pipeline through the funding.
  • Communicate regularly with borrowers to meet desired expectations.
  • Maintain minimum productivity goals.
  • Comply with organizational standards, polices, and procedures.
  • Perform other related duties as assigned and required. 

Accountability: 

  • Develop and maintain respect with all employees and management.
  • Demonstrate a commitment to the Company Culture.
  • Exercise initiative in organizing and completing assigned tasks according to established guidelines, safety standards and procedures, deadlines and department parameters.
  • Solve problems by using judgment based upon knowledge of existing management policies and departmental practices and procedures.
  • Meet established productivity and task management standards or seek assistance 

Supervisory Responsibilities: This position has supervisory responsibilities. 

  • Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws.
  • Responsibilities include interviewing, training employees; planning, assigning, and directing work; rewarding and 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/Licenses and/or Certificates: 

  • High school diploma or general education degree (GED) required.
  • 3 – 5 years in the financial services industry
  • Managerial experience preferred with proven success meeting and exceeding goals.
  • NMLS loan originator license required.
  • Continuing education classes required by licensing authority.
  • Continuing training classes required by the company to meet CFPB requirements.

 Key Competencies: 

  • Attention to detail.
  • Strong ability to prioritize and a keen sense of urgency.
  • Excellent customer service, interpersonal and communication skills.
  • Work well in a team environment.
  • Great time management and organizational skills.


Job Notifications

We are hiring and you can be the first to know when a job becomes available. So whether you’re interested in joining us now or later, this is the best way to keep up with what’s going on. Let’s stay in touch.

Notify Me

Email us directly
Stay in touch

6,500+

Strong
#TeamloanDepot

1,800+

Licensed
Loan Officers

200+

Branch
Locations

5th

Largest
Retail Lender

$135B

Funded Since
Inception

50

Licensed
States