Sales Production Manager

Job Description

Job Description

Corporate America Family Credit Union

Job Description

 

Position Description: Sales Production Manager

Reports to:  First VP of Lending

Grade Level: 13

Full Salary Range: $84,323.70 - $126,485.56

Hiring Salary Range: $84,323.70 - $105,404.63 ( Uncapped Commission and Annual Bonus Available)

 

Primary Responsibilities:

The Sales Production Manager is responsible for driving loan-production growth and cross-sell penetration across all consumer and mortgage lending channels. This role leads a high-performing sales team focused on converting applications into funded loans, increasing product-per-member ratios, and maximizing outbound and inbound sales effectiveness.

The Manager builds a structured sales culture, develops talent, manages performance, and ensures the department consistently meets or exceeds monthly, quarterly, and annual sales goals. All responsibilities are centered on revenue generation, member engagement, and sales excellence.

Duties and Responsibilities:

Sales Leadership & Production Growth

• Lead all sales-related activities for the lending sales team, including daily coaching, goal-setting, and performance reviews.
• Develop and implement a structured sales strategy to increase funded loan volume and drive consistent pipeline growth.
• Establish measurable production goals for all sales staff and align individual targets with the organization’s broader sales objectives.
• Conduct weekly pipeline meetings to review opportunities, identify obstacles, and accelerate conversions.
• Ensure team members use consultative selling techniques to improve member engagement and close ratios.
• Monitor look-to-book, pull-through, outbound success rates, and individual sales metrics for continuous improvement driving to best in class ratios, focused on top 10% of peer ratios.

Cross-Sell Performance & Product Growth

• Build and execute cross-sell strategies to increase penetration of ancillary products such as credit cards, GAP, MBI, debt protection, insurance solutions, and deposit growth.
• Create sales scripts, outreach models, and product training to support higher attach rates.
• Stakeholder in marketing initiatives to develop targeted cross-sell campaigns and evaluate campaign effectiveness.
• Track product-level performance, net profitability and identify opportunities to improve per-application and per-member conversion results.

Sales Reporting & Performance Analysis

• Prepare and distribute daily, weekly, and monthly sales reports, including funded loan totals vs. goals, conversion ratios, cross-sell penetration, outbound campaign results, and individual/team performance.
• Maintain dashboards that provide leadership with real-time visibility into sales performance.
• Use performance data to recommend strategy adjustments, coaching priorities, and incentive modifications.
• Deliver recurring performance summaries to senior leadership.

Staff Development & Coaching

• Recruit, train, and develop sales professionals with a focus on high performance and consultative selling aligned with organizational budget and goals.
• Conduct structured one-on-ones and coaching sessions to strengthen skills, increase motivation, and improve conversion outcomes.
• Lead recurring team meetings to introduce new initiatives, share best practices, and reinforce sales culture expectations.
• Identify top performers and those requiring additional support, providing tailored coaching and development plans.

Sales Campaign Execution & Outbound Strategy

• Oversee outbound sales teams responsible for driving additional volume through proactive member engagement.
• Develop scripts, outreach criteria, and segmented calling lists in coordination with Marketing.
• Measure outbound campaign ROI and adjust strategies based on performance indicators.
• Coordinate seasonal, promotional, and product-specific campaigns to maximize funded loan and cross-sell growth.

Process Optimization

• Identify opportunities to improve the member sales experience, reduce friction in the sales process, and shorten time-to-close.
• Recommend enhancements to systems, scripts, workflows, and sales tools that increase operational efficiency and production.
• Collaborate with internal teams to ensure sales staff have the tools, training, and support needed to meet goals.

Additional Duties

· Support senior leadership with special projects and strategic initiatives related to sales growth.

· Participate in planning meetings, strategy sessions, and periodic product or rate reviews.

• Travel may be required for training or performance-related initiatives.

· Extended hours may occasionally be required to achieve sales targets or support high-volume campaigns.

• Perform all other duties as assigned.

Qualifications:

Education and Experience

• Bachelor’s degree or equivalent business/sales experience.
• 5+ years of sales leadership experience, preferably in financial services.

Skills and Competencies

• Strong analytical skills, including pipeline management and performance reporting.
• Excellent communication, coaching, and motivational skills.
• Ability to work in a fast-paced, goal-driven environment.
• Proficiency in CRM, sales reporting tools, and Microsoft Office.
• Bilingual (Spanish) strongly preferred.

Benefits

· Health, Vision, Dental Insurance 

· Long-term Disability Insurance 

· Critical Illness 

· Life Insurance 

· 401(k) match 

· Profit sharing 

· PTO 

· Flexible Spending Account 

· Tuition Reimbursement 

· Pet Insurance 

· Commuter Benefit

 

While performing the duties of this job, the employee is frequently required to sit, view information on a computer screen, and talk or hear. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.