Sales Operations Manager

2 weeks ago


Santa Rosa, California, United States RoundPoint Mortgage Servicing Full time

Exciting Opportunity as a Sales Operations Manager

RoundPoint Mortgage Servicing Corporation is seeking a dedicated professional.

  • Role Overview:
  • Oversee and enhance sales operations, establishing clear objectives for the team while ensuring effective loan origination processes.
  • Collaborate closely with loan officers to build strong partnerships with real estate agents, builders, and referral networks.
  • Main Responsibilities:
  • Develop and sustain a strong client portfolio, focusing on promoting loan products that cater to client requirements and stimulate business expansion.
  • Recruit, mentor, and manage loan officer personnel, ensuring adherence to industry regulations and providing essential guidance.
  • Lead a team of 10 loan officers to produce high-quality loans and achieve production benchmarks.
  • Stay informed on local real estate developments, competitor strategies, and regulatory changes to ensure compliance with industry standards.
  • Oversee the complete loan process from application through to closing, including customer engagement and regulatory compliance.
  • Qualifications:
  • Completion of a one-year certificate from a college or technical institution;
    One to two years of relevant experience;
    Proficient in reading, analyzing, and interpreting various documents;
    Exceptional communication and problem-solving abilities;
    NMLS License for the state is required.
  • About RoundPoint:
  • At RoundPoint, we prioritize growth, making a positive impact, and enjoying the journey. We are committed to serving homeowners by embracing challenges and nurturing a supportive work environment. Our core values - Energy, Ethics, Execution, Everyone, and Earn it - guide our actions.
  • As part of our organization, you will be encouraged to innovate, set objectives, and contribute to the community. Our motto, All In. All Win., embodies our dedication to collective achievement.
  • Physical Demands & Working Conditions:
  • This position requires frequent communication and the ability to remain seated for extended periods. Specific vision and physical capabilities are necessary, with occasional lifting and movement involved. The work environment is generally quiet to moderately active.


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