Loan Officer Sales Manager
Mortgage Banker - San Jose, CA

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Position Title: Loan Officer Sales Manager

Primary Responsibility: To hire, retain lead and manage a productive and professional team of mortgage loan originators working closely with operational colleagues to produce quality, profitable business that meets or exceeds customer and referral partner expectations


  • Be active and visible in the marketplace to meet, recruit and influence both loan originators and referral partners
  • Continuously identify and recruit prospects to join Company yielding quality candidates to strengthen and grow the team
  • Actively manage and train team on a daily basis with an emphasis on origination and pipeline management support activities; be proactive and to address issues before they escalate
  • Hold frequent sales meetings (biweekly or monthly) to introduce and/or review product, policy and/or guidelines changes
  • Hold frequent meetings (weekly or biweekly) with each originator to review pipeline, determine what assistance and support they need, remain connected (re-recruit as needed) and gather market intelligence
  • Hold frequent meetings (weekly or biweekly) with heads of operations and processing to ensure that share team feedback and to receive feedback on how the team is working with operations
  • Originate personal volume as time and market conditions dictate and operate as a model loan originator; lead by example
  • Maintain and attack a Task List and review weekly with your manager to ensure he’s informed and can provide influence and support as needed

Work Location and Expectations:

  • Work Location and Expectations:
  • San Jose Main Office
  • Exempt employee
  • Standard office hours Monday through Friday 9 to 5 PM

Employment Requirements:

  • ~ 10 years minimum in mortgage banking origination leadership roles
  • Prior experience as a mortgage loan originator
  • NMLS License & Registration required
  • California DRE Brokers License preferred