Production Sales Manager, Retail

SoFi SoFi · Fintech · Frisco, TX · HL Sales

Production Sales Manager at SoFi, a financial services company, responsible for leading a team of 10-12 Retail Loan Originators. The role focuses on training, motivating, and managing team performance to drive loan closings while ensuring high service standards. Key responsibilities include owning production metrics, setting activity expectations, driving go-to-market strategies, acting as an escalation point, ensuring alignment with operations, and maintaining adherence to policies and regulatory requirements like the SAFE Act.

What you'd actually do

  1. Lead, coach, and develop a team of retail mortgage originators.
  2. Own production performance metrics, including locks, funds, pull-through, and cycle time.
  3. Set expectations for daily activity, pipeline health, and conversion discipline.
  4. Drive go-to-market strategies with realtor partners, builders, and referral programs.
  5. Act as a second-level escalation point for member, pricing, and execution issues.

Skills

Required

  • Sales management experience
  • Mortgage or consumer lending experience
  • NMLS license
  • Team leadership
  • Communication skills
  • Regulatory compliance knowledge
  • Mortgage industry knowledge

Nice to have

  • Experience in centralized sales or processing center management
  • Ability to work independently
  • Adapt quickly to process changes
  • Passion for the member experience
  • Developing efficient workflows

What the JD emphasized

  • SAFE Act
  • regulatory requirements
  • rigorous sales targets