Portfolio Retention Sales Manager
Rosegate Mortgage, LLC, Charlotte, North Carolina, United States, 28245
Job Title: Portfolio Retention (Consumer Direct) Sales Manager
Location:
Charlotte, NC – In-Office
What You'll Do
Recruit, onboard, coach, and motivate a high‑performing team of Retention Loan Officers to consistently hit and exceed targets for call volume, talk time, applications, locks, fundings, conversions, pull‑through, and recapture volume, with a strong in‑office presence to support team development and real‑time coaching in the call center environment.
Develop and execute proactive outbound campaigns (calls, emails, texts) plus inbound handling from data triggers, servicing portal alerts, and customer inquiries—no more inconsistent leads.
Monitor team KPIs daily/weekly, analyze performance data, run role‑plays/one‑on‑ones, implement contests/incentives, and drive process improvements to boost efficiency and results.
Partner cross‑functionally with underwriting, processing, servicing, and operations teams to deliver fast, seamless closings and 5‑star borrower experiences.
Ensure full compliance with all regulations (TCPA, RESPA, TRID, fair lending) in communications, originations, and documentation.
Contribute to scaling the retention division as Rosegate grows its MSR portfolio and consumer‑direct channels—driving overall company growth.
Who Thrives Here We're seeking proven mortgage sales leaders who:
Have 5+ years in mortgage sales leadership, with 3+ years managing consumer‑direct, retention/recapture, refinance, or portfolio‑focused Loan Officer teams (outbound/inbound DTC experience strongly preferred).
Are top performers themselves with a track record of leading teams to exceed aggressive production goals in warm‑lead environments.
Excel at coaching: building instant rapport with team members, providing constructive feedback, sharpening closing skills, and turning average performers into closers.
Active NMLS license (or immediate eligibility) in good standing; multi‑state experience a plus.
Deep knowledge of mortgage products (conventional, FHA, VA, jumbo, refi/cash‑out/home equity), servicing dynamics, market conditions, and retention strategies.
Strong communication, analytical, problem‑solving, and leadership skills.
Proficiency with LOS, CRM systems, outbound dialers, Microsoft Office, and performance analytics tools.
What You'll Gain
Best‑in‑class technology, digital tools, servicing portal, and dedicated support staff to maximize efficiency.
Highly competitive pricing, flexible products, and fast‑closing capabilities to help your team win more deals.
Lucrative compensation: competitive base salary + substantial team overrides, and uncapped incentives tied directly to team recapture volume and production.
Comprehensive benefits: medical, dental, vision, life insurance, short‑ & long‑term disability, 401(k) with company match, paid time off, and more.
Ongoing leadership training, coaching, and career growth in a high‑performance culture that celebrates victories and rewards drive.
Opportunity to shape and lead a key retention channel in an exciting, growing organization recognized as a top workplace.
If you're ready to stop managing average teams and start leading top talent to dominate recapture—while earning what you truly deserve—Rosegate is where leaders belong.
Rosegate is an equal‑opportunity employer. All employment decisions are based on business needs, job requirements, and individual qualifications. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Rosegate | NMLS: 2082961 | www.nmlsconsumeraccess.org | Equal Housing Opportunity | Licensed to lend or broker loans in AL, AZ, AR, CA, CO, CT, DE, DC, FL, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NH, NJ, NM, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, VT, VA, WA, WV, WI | 13515 Ballantyne Place, Charlotte, NC 28277 | 888‑657‑6206 |
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Location:
Charlotte, NC – In-Office
What You'll Do
Recruit, onboard, coach, and motivate a high‑performing team of Retention Loan Officers to consistently hit and exceed targets for call volume, talk time, applications, locks, fundings, conversions, pull‑through, and recapture volume, with a strong in‑office presence to support team development and real‑time coaching in the call center environment.
Develop and execute proactive outbound campaigns (calls, emails, texts) plus inbound handling from data triggers, servicing portal alerts, and customer inquiries—no more inconsistent leads.
Monitor team KPIs daily/weekly, analyze performance data, run role‑plays/one‑on‑ones, implement contests/incentives, and drive process improvements to boost efficiency and results.
Partner cross‑functionally with underwriting, processing, servicing, and operations teams to deliver fast, seamless closings and 5‑star borrower experiences.
Ensure full compliance with all regulations (TCPA, RESPA, TRID, fair lending) in communications, originations, and documentation.
Contribute to scaling the retention division as Rosegate grows its MSR portfolio and consumer‑direct channels—driving overall company growth.
Who Thrives Here We're seeking proven mortgage sales leaders who:
Have 5+ years in mortgage sales leadership, with 3+ years managing consumer‑direct, retention/recapture, refinance, or portfolio‑focused Loan Officer teams (outbound/inbound DTC experience strongly preferred).
Are top performers themselves with a track record of leading teams to exceed aggressive production goals in warm‑lead environments.
Excel at coaching: building instant rapport with team members, providing constructive feedback, sharpening closing skills, and turning average performers into closers.
Active NMLS license (or immediate eligibility) in good standing; multi‑state experience a plus.
Deep knowledge of mortgage products (conventional, FHA, VA, jumbo, refi/cash‑out/home equity), servicing dynamics, market conditions, and retention strategies.
Strong communication, analytical, problem‑solving, and leadership skills.
Proficiency with LOS, CRM systems, outbound dialers, Microsoft Office, and performance analytics tools.
What You'll Gain
Best‑in‑class technology, digital tools, servicing portal, and dedicated support staff to maximize efficiency.
Highly competitive pricing, flexible products, and fast‑closing capabilities to help your team win more deals.
Lucrative compensation: competitive base salary + substantial team overrides, and uncapped incentives tied directly to team recapture volume and production.
Comprehensive benefits: medical, dental, vision, life insurance, short‑ & long‑term disability, 401(k) with company match, paid time off, and more.
Ongoing leadership training, coaching, and career growth in a high‑performance culture that celebrates victories and rewards drive.
Opportunity to shape and lead a key retention channel in an exciting, growing organization recognized as a top workplace.
If you're ready to stop managing average teams and start leading top talent to dominate recapture—while earning what you truly deserve—Rosegate is where leaders belong.
Rosegate is an equal‑opportunity employer. All employment decisions are based on business needs, job requirements, and individual qualifications. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Rosegate | NMLS: 2082961 | www.nmlsconsumeraccess.org | Equal Housing Opportunity | Licensed to lend or broker loans in AL, AZ, AR, CA, CO, CT, DE, DC, FL, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NH, NJ, NM, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, VT, VA, WA, WV, WI | 13515 Ballantyne Place, Charlotte, NC 28277 | 888‑657‑6206 |
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