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Role Description

The Mortgage Sales Manager serves as a strategic execution partner to the EVP leadership team, providing hands-on support to daily sales activity while acting as a key connector between Sales, Operations, and internal partners. This role operates close to mortgage production, ensuring initiatives, priorities, and decisions move efficiently from strategy to execution.

By supporting follow-through, coordination, and execution across teams, this position enables EVP leaders to remain focused on growth strategy, talent development, market expansion, and long-term planning.

This is not an administrative role. Success in this position requires a strong understanding of mortgage sales, pipeline dynamics, and operational workflows, along with the ability to proactively solve problems, influence outcomes, and move work forward in a fast-paced environment.

Key Responsibilities

• Partner closely with EVP leadership to support daily sales priorities, initiatives, and escalations
• Monitor pipeline activity, production trends, and emerging challenges requiring leadership attention
• Assist in diagnosing issues impacting loan flow, conversion, turn times, or borrower experience
• Support the rollout and execution of sales strategies, campaigns, and initiatives at the branch and LO level
• Serve as a primary point of coordination between Sales leadership and Operations (Processing, Underwriting, Closing, Secondary, etc.)
• Translate operational considerations into clear, actionable guidance for sales teams
• Support alignment and communication between sales leadership and operational partners
• Proactively identify recurring sales or operational issues before they escalate
• Support EVP leaders in researching, evaluating, and proposing solutions
• Own follow-up and accountability on assigned initiatives, action items, or escalations
• Coordinate with internal partners to ensure execution aligns with leadership expectations
• Assist in the development and refinement of sales tools, processes, and playbooks
• Support training initiatives, best-practice sharing, and field communications
• Help ensure clarity around expectations, processes, and priorities for sales teams
• Serve as a resource to Branch Managers and top producers on sales-related questions or challenges
• Take ownership of tactical execution to allow EVP leaders to remain focused on growth strategy, talent development, market expansion, and long-term sales planning
• Prepare insights, observations, and recommendations for leadership discussions
• Participate in leadership meetings as needed to represent execution realities from the field

Qualifications

• 3–7+ years of experience in mortgage lending, sales, or sales leadership support
• Strong understanding of mortgage products, pipeline management, and the full loan lifecycle
• Proven ability to work cross-functionally with sales and operations teams
• Excellent communication and relationship-building skills
• High level of ownership, accountability, and follow-through

Preferred Qualifications

• Experience supporting senior leadership or enterprise-level sales teams
• Familiarity with LOS platforms (e.g., Encompass), CRM tools, and sales reporting
• Experience in sales enablement, training, or process improvement
• Exposure to EOS/Traction or similar operating models (preferred)

Benefits

• Competitive base salary commensurate with experience
• Participation in the annual incentive plan and other incentive plans as they are implemented
• Excellent benefits package including health, dental, vision and pre-tax savings accounts (HSA and FSA)
• Life and AD&D Insurance, as well as additional voluntary benefit possibilities
• 401K with robust company match
• Flexible PTO program
• The opportunity to work for the Midwest’s fastest growing mortgage lender

Location

Charlotte, North Carolina (Remote)

Department

1010 - Criego

Employment Type

Full-Time (benefit eligible)

Minimum Experience

Experienced

Compensation

$112,500