Mortgage Area Sales Manager

Key Mortgage Services

. Develop and retain a high-performing, engaged retail Loan Officer team .

Posted 10/24/2026full-timeSchaumburg • Illinois • United StatesMid-LevelSenior💰 $150,000 - $425,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in developing and managing high-performing retail Loan Officer teams, with a strong focus on performance metrics, coaching, and recruitment. Proficient in utilizing CRM systems and sales technologies to drive adoption and enhance operational efficiency.

Highest-signal resume keywords

Team DevelopmentPerformance ManagementSales StrategyRecruitment and OnboardingCRM Adoption

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Loan Officer ManagementPerformance MetricsMortgage WorkflowsJoint Venture ProductionSales Technology UtilizationCoaching and MentoringProduction LeadershipFile Submission Quality ManagementComplex Deal StructuringNPS Monitoring

Soft Skills

CoachingAccountabilityCommunicationRelationship DevelopmentProblem-Solving

Tools & Technologies

CRM SystemsAutomated Marketing PlatformsSales TechnologyKey Express

Industry Keywords

Retail Loan OfficerReal Estate LeadershipManaging BrokersCapture RateSales Performance

About the role

Key responsibilities & impact

Develop and retain a high-performing, engaged retail Loan Officer team
Drive Loan Officer performance through coaching, accountability, and production and quality expectations
Execute weekly pipeline reviews, bi-weekly one-on-ones, and quarterly business reviews
Use standardized coaching frameworks and scorecards for performance management
Conduct weekly shadowing or joint sales calls and provide real-time feedback
Identify and address performance gaps or disengagement
Maintain alignment with Managing Brokers for service quality and team integration
Identify and engage recruiting opportunities
Build a talent pipeline through Managing Broker and industry relationships
Support interviewing, selection, and onboarding of Loan Officers
Establish production expectations, business plans, and performance metrics
Audit Loan Officer business plans quarterly
Monitor pipeline, conversion, and capture metrics
Coach relationship development, sales strategy, and competitive positioning
Ensure adoption of company CRM, marketing platforms, and sales technology
Expand office performance, partnerships, and market share with branch managers and top brokers
Implement 30-60-90 day performance improvement plans for bottom-quartile producers
Monitor NPS and customer feedback and implement corrective coaching
Enforce SLAs for communication and response times
Escalate and resolve complex customer or agent issues
Partner with Operations to review regional quality metrics
Hold Loan Officers accountable for Key Express usage and scorecard metrics
Provide targeted training to improve error rates and submission-to-close timelines
Lead monthly business planning with Baird & Warner Managing Brokers
Present capture rate progress, market updates, and mortgage strategies at real estate office sales meetings
Develop targeted campaigns to engage low-adoption real estate agents
Build, retain, and grow a high-performing team that strengthens the One Company strategy

Requirements

What you’ll need

Minimum of 5+ years of success as a top-producing retail Loan Officer or Sales Manager
3+ years of documented experience managing or mentoring loan officers
Proven ability to actively recruit, seamlessly onboard, and retain high-performing talent
Strong history of working alongside real estate leadership, such as Managing Brokers and top-tier agents
Experience driving joint venture production and meeting aggressive branch capture goals, such as a 30%+ capture rate target
Experience in a production leadership or coaching role
Track record managing and developing a team of retail Loan Officers
Prior production history
Comprehensive mastery of purchase mortgage workflows, changing industry guidelines, and complex deal structuring
Highly sales-oriented leadership capability
Comfortable conducting joint sales calls and shadowing field agents
Ability to drive 100% adoption of organizational sales technology, CRM systems, and automated marketing platforms
Thorough understanding of processing and underwriting timelines
Ability to enforce SLAs and manage file submission quality
Experience maximizing Key Express utilization and minimizing conditions per file

Benefits

Comp & perks

Medical
Dental
401k
PTO
VTO