Full-Time New Loan Officer Success Manager

Summit Funding is hiring a remote Full-Time New Loan Officer Success Manager. The career level for this job opening is Manager and is accepting All based applicants remotely. Read complete job description before applying.

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Summit Funding

Job Title

New Loan Officer Success Manager

Posted

Career Level

Full-Time

Career Level

Manager

Locations Accepted

All

Salary

YEAR $84000 - $84000

Job Details

The Success Manager plays a critical role in developing 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:
  1. Train and develop sales and loan origination skillsProvide hands on coaching to improve loan structuring, mortgage product knowledge, and borrower consultation skills.
  2. Operational Oversight Hold Loan Officers accountable for consistent prospecting, lead follow-up, and loan submissions.
  3. Growth & ProductionImplement structured weekly goal-setting, tracking, and performance reviews.
Job Duties:
  • 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
  • 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
  • Call each team member on their birthday and work anniversary
  • Develop and manage an award/recognition system for graduates (30+ closings)
  • 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
  • Coordinate with Operations Manager to track key loan milestones
  • Host weekly pipeline review meetings with Operations with Loan Officer present
  • Ensure timely communication: respond to LO calls/emails/texts within 2 hours
Minimum of 5 years of recent sales leadership experience within a retail mortgage lending environment required.
Active NMLS license required.

FAQs

What is the last date for applying to the job?

The deadline to apply for Full-Time New Loan Officer Success Manager at Summit Funding is 11th of October 2025 . We consider jobs older than one month to have expired.

Which countries are accepted for this remote job?

This job accepts [ All ] applicants. .

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