New Loan Officer Success Manager

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:Train and develop sales and loan origination skillsProvide 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.Operational Oversight 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)Growth & ProductionImplement structured weekly goal-setting, tracking, and performance reviews.Measurement: 85% of Loan Officers meet or exceeds disclosed loan and closing targets established by the programJob Duties:Sales Performance & Accountability Set and monitor daily/weekly sales expectationsConduct regular check-ins to ensure loan officers are meeting activity metricsIssue formal write-ups and improvement plans for those not meeting expectationsCoaching & TrainingConduct daily morning training callsWeekly 15-minute 1:1 check-ins with each Loan OfficerConduct live sales role playing, objection handling, and loan scenario training to build confidenceHelp with structuring deals and accurate loan pricingHost and run biannual, full-day training workshopsCulture & EngagementCall each team member on their birthday and work anniversaryDevelop and manage an award/recognition system for graduates (30+ closings)Strategy & Program Development Identify patterns of high performance and use them to refine hiring criteriaProvide feedback and recommendations to improve the Loan Officer University programChampion Summit’s coaching-based, growth-oriented cultureOperational Collaboration Coordinate with Operations Manager to track key loan milestones:Submissions to underwriting 15 days prior to closeDocs out 2 days prior to closeHost weekly pipeline review meetings with Operations with Loan Officer presentEnsure timely communication: respond to LO calls/emails/texts within 2 hours