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Sales Manager

Location
Boca Raton, FL
Work type
Full Time · Hybrid
Posted
2026-08-03

Job description

Essential Job Functions:

Oversees Loan Advisors’ day-to-day performance management including production KPI’s, time management/schedules, lead management, and overall productivity.

Conducts daily huddles to communicate updates, contests, production from prior day/week/month, and training to ensure Loan Advisors demonstrate industry best practices.

Trains and coaches Loan Advisors on our sales process, objective management, script adherence, product knowledge, and QA/Compliance through call monitoring to identify areas of opportunity.

Provides developmental plans to team members as needed to drive and improve performance.

Participates in and contributes to Company training initiatives as needed.

Monitors Pre-Gate Pipeline and ensures quality production/submission of loans to our Operations Partners.

Serves as an escalation point for team members when issues arise throughout the loan process.

Maintains a professional image and standards consistent with company policies and procedures.

Must be flexible regarding working hours and schedules, including some late evenings as well as Saturday hours as needed.

Maintain regular and punctual attendance.

Other Job Duties and Responsibilities:

Performs other related duties as assigned.

Supervisory Responsibilities:

Manages staff and carries out supervisory responsibilities in accordance with the organization’s policies and applicable laws.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Education and/or Experience:

High School Diploma required. Bachelor’s degree (B.A.) from four-year College or University preferred.

Minimum six (6) years of mortgage origination experience, or a combination of sales leadership role and work experience in a directly related industry.

Language Skills:

Ability to read and comprehend instructions, correspondence, memos, and workplace policies. Ability to analyze, interpret general business periodicals, professional journals, procedures, and governmental regulations. Ability to write professional correspondences. Ability to write routine business reports. Ability to speak effectively with other employees and/or customers. Ability to present formal information in one-on-one and small group situations to customers and employees. Ability to present information and respond to questions from groups of administrators, managers, employees, customers and/or the public.

Mathematical Skills:

Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

Reasoning Ability:

Ability to carry out detailed written and/or verbal instructions. Ability to solve problems involving concrete variables in standardized situations. Ability to define problems, collect data, establish facts, and draw valid conclusions.

Certificates, Licenses, Registrations:

NMLS/SAFE, at least 1 active or at a minimum, the ability to be licensed without having to retake the SAFE exam

Job Responsibilities:

The statements reflect the general duties and responsibilities considered necessary to perform the essential functions of the job and should not be considered as an all-inclusive list of all the work requirements of the position. Freedom Mortgage Corporation may change the specific job duties with or without prior notice based on the needs of the organization.

Original source