Area Manager Jobs

About The Position

Requirements

• At least 5 years of success as a top-producing retail Loan Officer or Sales Manager.
• At least 3 years of documented experience managing or mentoring Loan Officers, including recruiting, onboarding, and retaining talent.
• A strong history of working with real estate leadership, such as Managing Brokers and top-tier agents, to drive joint venture production and meet branch capture goals.
• Experience managing or developing a team of retail Loan Officers.
• Prior production history.
• Comprehensive knowledge of purchase mortgage workflows, changing industry guidelines, and complex deal structuring.
• Strong sales orientation and ability to lead by example, conduct joint sales calls, and shadow field agents.
• Ability to drive adoption of sales technology, CRM systems, and automated marketing platforms.
• Thorough understanding of processing and underwriting timelines.
• Ability to enforce service-level agreements and file-submission quality standards, including Key Express utilization and minimizing conditions per file.

Responsibilities

• Retain and develop an engaged, high-performing retail Loan Officer team through consistent coaching, accountability, and clear production and quality expectations.
• Conduct weekly pipeline reviews, bi-weekly one-on-ones, and quarterly business reviews for assigned Loan Officers, using standardized coaching frameworks and scorecards.
• Conduct weekly shadowing or joint sales calls to provide feedback and model best practices.
• Identify and address performance gaps or disengagement, and reinforce disciplined pipeline management, agent engagement, and professional standards.
• Align with Managing Brokers to support service quality and team integration.
• Identify recruiting opportunities, build a talent pipeline through broker and industry relationships, and support interviews, selection, onboarding, and new-hire integration.
• Establish and manage production expectations, business plans, and performance metrics across the team.
• Audit Loan Officer business plans quarterly to ensure daily prospecting aligns with volume and unit targets.
• Monitor pipeline, conversion, and capture rates; coach Loan Officers on relationship development, sales strategy, and competitive positioning.
• Ensure full adoption of company-provided CRM, marketing platforms, and sales technology.
• Partner with branch managers and top brokers to improve office performance, partnerships, and market share.
• Identify bottom-quartile producers and implement measurable 30-60-90 day performance improvement plans.
• Monitor regional Net Promoter Score and customer feedback, identify trends, and provide corrective coaching where needed.
• Enforce service-level agreements for communication and response times with borrowers, agents, and internal operations staff.
• Escalate and resolve complex customer or agent issues promptly while preserving client relationships.
• Partner with Processing and Underwriting to review regional quality metrics, including file completeness, pull-through rates, and conditions per file.
• Hold Loan Officers accountable for Key Express usage and scorecard metrics, and provide targeted training to address high error rates or slow submission-to-close timelines.
• Lead monthly business-planning sessions with Baird & Warner Managing Brokers to review capture-rate data, lost opportunities, and agent-engagement strategies.
• Present capture-rate progress, market updates, and mortgage strategies at real estate office sales meetings.
• Identify low-adoption agents and work with Loan Officers on targeted relationship-building campaigns.
• Build, retain, and grow a high-performing team that delivers consistent production and strengthens the One Company strategy.

Benefits

• Medical
• Dental
• 401k
• PTO
• VTO