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Key Mortgage Services

Independent lender providing mortgage, brokerage, title

Mortgage Area Sales Manager

Field SalesConfirmed live in the last 24 hours
Full-timeSchaumburg, IL, USA$150k - $425kHybrid

About the Job

Requirements

  • A minimum of 5 years of success as a top-producing retail Loan Officer or Sales Manager.
  • At least 3 years of documented experience managing or mentoring Loan Officers, including recruiting, onboarding, and retaining talent.
  • A strong history of working with real estate leadership, Managing Brokers, and agents to drive joint venture production and meet branch capture goals.
  • A track record managing or developing a team of retail Loan Officers and prior production history.
  • Comprehensive mastery of purchase mortgage workflows, changing industry guidelines, and complex deal structuring.
  • Ability to conduct joint sales calls, shadow field agents, and drive adoption of organizational sales technology, customer relationship management systems, and automated marketing platforms.
  • Thorough understanding of processing and underwriting timelines, service level agreements, file submission quality, Key Express utilization, and reducing conditions per file.

Responsibilities

  • Retain and develop a high-performing, engaged retail Loan Officer team.
  • Drive Loan Officer performance through consistent coaching, accountability, and clear production and quality expectations.
  • Execute the company-wide operating rhythm, including weekly pipeline reviews, bi-weekly one-on-ones, and quarterly business reviews for assigned Loan Officers.
  • Use a standardized coaching framework and scorecard to ensure consistent performance management across regions.
  • Conduct weekly shadowing or joint sales calls with Loan Officers to provide real-time feedback and model best practices.
  • Identify and address performance gaps or disengagement early, and reinforce disciplined execution across pipeline management, agent engagement, and professional standards.
  • Maintain alignment with Managing Brokers to ensure service quality and team integration.
  • Identify and engage recruiting opportunities; leverage broker and industry relationships to build a talent pipeline; participate in interviews, selection, and onboarding; and set clear expectations and integrate new hires into offices.
  • Establish and manage production expectations, business plans, and performance metrics across the team.
  • Audit each Loan Officer's business plan quarterly to align daily prospecting activities with volume and unit targets.
  • Monitor pipeline, conversion, and capture to improve measurable results.
  • Coach Loan Officers on relationship development, sales strategy, and competitive positioning.
  • Ensure full adoption of company-provided customer relationship management, marketing platforms, and sales technology across the Loan Officer team.
  • Expand office performance, partnerships, and market share by working with branch managers and developing relationships with top brokers.
  • Identify bottom-quartile producers and implement measurable 30-, 60-, and 90-day performance improvement plans.
  • Monitor regional Net Promoter Score and customer feedback, identify trends, and provide corrective coaching when Loan Officers fall below company benchmarks.
  • Enforce company service level agreements for communication and response times with borrowers, agents, and internal operations staff.
  • Act as an escalation point for complex customer or agent issues, ensuring rapid resolution and preserving client relationships.
  • Partner with Operations, including processing and underwriting, to review regional quality metrics such as file submission completeness, pull-through rates, and conditions per file.
  • Hold Loan Officers accountable for Key Express usage and scorecard metrics, ensuring clean file submissions that reduce operational drag.
  • Provide targeted training to Loan Officers with recurring high error rates or slow submission-to-close timelines.
  • Lead monthly business-planning sessions with Baird & Warner Managing Brokers to review capture-rate data, identify lost opportunities, and plan agent-engagement strategies.
  • Present capture-rate progress, market updates, and mortgage strategies at real estate office sales meetings to increase visibility.
  • Identify low-adoption real estate agents in assigned offices and work with Loan Officers on targeted relationship-building campaigns.

About the Company

Key Mortgage Services

Independent lender providing mortgage, brokerage, title

Key Mortgage Services is a family-owned, independent lender that helps people buy homes. It started in 1988 in the Chicagoland area and grew from real estate roots tied to the Baird & Warner family of companies. The company combines brokerage, mortgage, and title services into a single, “one-stop-shop” experience to make homebuying smoother. It emphasizes a client-first approach rather than chasing rapid growth. In 2021, Ralph Melbourne became president to guide growth and refine the integrated model. While rooted in Illinois, Key Mortgage Services now operates nationwide. In 2025, it launched Key Mortgage Affinity to partner with community banks and credit unions, giving them the tools to offer comprehensive mortgage services under their own brands. The company’s goal is to make homeownership more accessible by providing trusted, integrated mortgage solutions and expanding its reach through strategic partnerships.

Company size
51-200
Company stage
Not listed
Total funding
Not listed
Headquarters
Not listed
Founded
1988

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