Job Description

The Success Manager plays a critical role in the development and success of newly hired Loan Officers through Summit’s Loan Officer University program. This individual will be responsible for providing daily coaching, oversight of sales and operations, and ensuring team members meet performance metrics. The Success Manager will drive accountability and foster a growth-minded, coaching-focused culture.

The Success Manager will report to the Sacramento Corporate office but is available as a hybrid or work from home opportunity depending on location.

The Success Manager will earn a base salary of $84,000 plus commissions and bonuses.

Top Three (3) Responsibilities and how you will be measured:

1. Train and develop sales and loan origination skills 1. Provide structured hands on coaching to improve loan structuring, mortgage product knowledge, and borrower consultation skills.

Measurement: Loan structuring competency 85% of loan officers complete structured training and mock client interactions in first 60 days.

1. Operational Oversight 1. Hold Loan Officers accountable for consistent prospecting, lead follow-up, and loan submissions.

Measurement: 30 outbound calls each work day; 3 in person meetings per day (Realtor meeting or loan application)

1. Growth & Production 1. Implement structured weekly goal-setting, tracking, and performance reviews.

Measurement: 85% of Loan Officers meet or exceeds disclosed loan and closing targets established by the program

Job Duties:

**Sales Performance & Accountability **

• Set and monitor daily/weekly sales expectations
• Conduct regular check-ins to ensure loan officers are meeting activity metrics
• Issue formal write-ups and improvement plans for those not meeting expectations

Coaching & Training

• Conduct daily morning training calls
• Weekly 15-minute 1:1 check-ins with each Loan Officer
• Conduct live sales role playing, objection handling, and loan scenario training to build confidence
• Help with structuring deals and accurate loan pricing
• Host and run biannual, full-day training workshops

Culture & Engagement

• Call each team member on their birthday and work anniversary
• Develop and manage an award/recognition system for graduates (30+ closings)

**Strategy & Program Development **

• Identify patterns of high performance and use them to refine hiring criteria

• Provide feedback and recommendations to improve the Loan Officer University program

• Champion Summit’s coaching-based, growth-oriented culture

Operational Collaboration

• Coordinate with Operations Manager to track key loan milestones:
  • Submissions to underwriting 15 days prior to close
  • Docs out 2 days prior to close
• Host weekly pipeline review meetings with Operations with Loan Officer present
• Ensure timely communication: respond to LO calls/emails/texts within 2 hours

Qualifications

• Minimum 5 years of current retail mortgage industry leadership experience, preferably in sales or production roles
• Must be NMLS Licensed
• Proven leadership experience with demonstrated team development results
• Strong people skills: able to lead, influence, and hold others accountable
• Deep knowledge of mortgage operations and sales cycles, experience in a self-sourcing environment highly preferred
• Proficient in Microsoft Office, Encompass, and Optimal Blue
• Clear, concise communicator with the ability to motivate and manage up/down

Applicants must reside in, and be currently authorized to work in the United States on a full-time basis to be eligible for hire.

Summit Funding currently does not sponsor applicants for work visas.

Summit Funding is not currently licensed and/or able to originate in the state of New York.

Additional Information

All your information will be kept confidential according to EEO guidelines.