Production Sales Manager, Retail
full-time•United States
About this role
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Who we are:
Shape a brighter financial future with us.
Together with our members, we’re changing the way people think about and interact with personal finance.
We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.
The Role
As a Production Manager, you will lead a team of 10–12 Retail Loan Originators. You are responsible for training, motivating, and managing performance to drive team success while ensuring an exceptional experience for every member. Your goal is to facilitate loan closings at or ahead of target while maintaining high service standards.
What You’ll Do
- Lead, coach, and develop a team of retail mortgage originators.
- Own production performance metrics, including locks, funds, pull-through, and cycle time.
- Set expectations for daily activity, pipeline health, and conversion discipline.
- Drive go-to-market strategies with realtor partners, builders, and referral programs.
- Act as a second-level escalation point for member, pricing, and execution issues.
- Ensure alignment between Sales and Operations for predictable throughput.
- Maintain adherence to SoFi policies, the SAFE Act, and regulatory requirements.
- Identify risks, implement corrective actions, and drive continuous improvement.
- Support recruiting, onboarding, and change management for new products and tools.
- Collaborate cross-functionally with Marketing, Ops, Compliance, and Analytics.
What You’ll Need
- Bachelor’s or Associate degree, or equivalent industry experience.
- 3+ years of sales management experience, specifically in mortgage or consumer lending.
- Current NMLS license.
- Proven track record of leading teams to meet or exceed rigorous sales targets.
- Experience in centralized sales or processing center management.
- Strong communication skills and a professional demeanor.
- Deep knowledge of regulatory compliance and the mortgage industry.
- Ability to work independently and adapt quickly to process changes.
- Passion for the member experience and developing efficient workflows.
Key Responsibilities
1. Team Leadership & Performance Management: Directly manage and develop a team of 10–12 Retail Loan Originators. Monitor KPIs such as lock volume, funded units, and pull-through rates.
2. Strategic Growth & Business Development: Execute go-to-market strategies and partner with Marketing to optimize lead flow. Assist in recruiting and onboarding top-tier talent.
3. Operational Excellence & Escalation: Bridge the gap between Sales and Operations. Serve as an escalation point for complex pricing or service issues and lead change management initiatives.
4. Compliance & Risk Mitigation: Ensure all activities adhere to the SAFE Act and internal policies. Proactively identify and mitigate production risks.
Why You’ll Love Working Here
- Competitive salary and performance bonuses.
- Comprehensive medical, dental, vision, and life insurance.
- Generous vacation, holidays, and paid parental leave.
- 401(k) with retirement planning education.
- Tuition reimbursement and $200 monthly student loan contributions.
- Subsidized gym programs and telehealth support.
- Employer-paid lunches and a fully stocked kitchen.
Compensation and Benefits
The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location.
To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!
SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
The Company hires the best qualified candidate for the job, without regard to protected characteristics.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
New York applicants: Notice of Employee Rights
SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email [email protected].
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
Internal Employees
If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.
Other facts
Tech stack
Team Leadership,Sales Management,Mortgage Industry Knowledge,Regulatory Compliance,Performance Metrics,Coaching,Business Development,Operational Excellence,Risk Mitigation,Communication Skills,Change Management,Recruiting,Onboarding,Collaboration,Member Experience,Workflow Efficiency
About SoFi
SoFi is a values-driven company on a mission to help our members get their money right. We create modern financial products and services that help people borrow, save, spend, invest, and protect their money better, so that they can achieve financial independence and realize their ambitions—from owning a home to saving for retirement, paying off their student loans, and more.
CFL #6054612; NMLS #1121636 (www.nmlsconsumeraccess.org) Advisory services through SoFi LLC, a registered investment advisor. SoFi Checking and Savings is offered through SoFi Bank, N.A. Member FDIC. SoFi Money™ is offered through SoFi Securities LLC, member FINRA/SIPC.
Team size: 1,001-5,000 employees
Website: http://www.SoFi.com
LinkedIn: Visit
Industry: Financial Services
What you'll do
- The Production Sales Manager will lead a team of Retail Loan Originators, focusing on training and performance management to achieve loan closing targets. They will also ensure alignment between Sales and Operations while maintaining compliance with regulatory standards.
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Frequently Asked Questions
What does a Production Sales Manager, Retail do at SoFi?
As a Production Sales Manager, Retail at SoFi, you will: the Production Sales Manager will lead a team of Retail Loan Originators, focusing on training and performance management to achieve loan closing targets. They will also ensure alignment between Sales and Operations while maintaining compliance with regulatory standards..
Why join SoFi as a Production Sales Manager, Retail?
SoFi is a leading Financial Services company.
Is the Production Sales Manager, Retail position at SoFi remote?
The Production Sales Manager, Retail position at SoFi is based in United States, United States. Contact the company through Clera for specific work arrangement details.
How do I apply for the Production Sales Manager, Retail position at SoFi?
You can apply for the Production Sales Manager, Retail position at SoFi directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about SoFi on their website.