SVP of Sales and Finance

Job Description

Overview

The SVP of Sales and Finance is a field-facing business leader responsible for helping Supreme Lending’s sales leaders build, grow, and operate healthy, profitable branches and regions. The role combines branch finance, performance management, sales leadership support, business strategy, and relationship management across a nationwide network of more than 200 mortgage branches.

This leader and the Branch Finance team serve as primary points of contact and trusted advisors to branch and regional leadership. The role uses financial, production, operational, and market insight to help leaders understand what is driving performance, make better decisions, develop practical growth plans, manage expenses, strengthen their operating model, and maximize their earnings.

Success requires more than reporting results. The SVP of Sales and Finance must understand how mortgage branches win across business development, recruiting, marketing, pricing, staffing, fulfillment, and customer experience, and must be able to coach leaders to translate that understanding into action.

Primary Mandate

Key Responsibilities

• Serve as a strategic business partner and primary relationship owner for regional and branch leaders, building credibility through responsiveness, sound judgment, practical advice, and consistent follow-through.
• Partner with sales leaders to develop branch and regional business plans that connect production goals, recruiting, business development, marketing, pricing, staffing, operational capacity, and expense management.
• Lead regular performance reviews with branch and regional leadership; identify the most important opportunities, establish clear actions and owners, and follow through on progress and results.
• Evaluate revenue, margin, volume, product mix, pull-through, compensation, staffing, marketing, credit costs, operating expenses, and other performance drivers at the branch, region, and loan level.
• Help leaders understand the economics of their business, distinguish controllable from noncontrollable drivers, evaluate tradeoffs, and make financially sound decisions that improve profitability and earnings.
• Coach leaders whose branches are underperforming or operating at a loss; diagnose root causes, develop practical recovery plans, establish milestones, and escalate risks when improvement is not occurring.
• Identify scalable growth opportunities across existing branches, new markets, recruiting pipelines, referral channels, and product or customer segments while maintaining appropriate financial and risk discipline.
• Understand the range of branch operating models across Supreme Lending and help leaders assess how their sales, marketing, staffing, fulfillment, and support models affect growth, service, and profitability.
• Identify high-performing practices across the network and facilitate the sharing and adoption of effective ideas in business development, recruiting, marketing, operations, staffing, and expense management.
• Lead branch and regional budgeting, forecasting, financial modeling, variance analysis, profitability models, scorecards, dashboards, and performance benchmarks.
• Translate complex financial and operating data into clear insights, priorities, and recommendations that sales leaders can understand and act upon.
• Partner across Sales, Finance, Accounting, Operations, Marketing, Capital Markets, Human Resources, and Technology to remove barriers, resolve field issues, and improve branch performance and experience.
• Provide executive leadership with a clear view of field performance, emerging risks, growth opportunities, leadership needs, and recommended actions.
• Support strategic initiatives, organizational changes, branch investments, acquisitions, and market expansion with financial analysis and business judgment.
• Lead and develop the Branch Finance team, establishing high standards for business partnership, responsiveness, analytical quality, accountability, and proactive support.
• Improve data quality, reporting automation, forecasting processes, and access to timely, decision-useful information.

Required Qualifications

• Eight or more years of progressive experience in mortgage banking, branch finance, sales performance, FP&A, business analytics, field operations, or a related leadership role.
• Significant experience supporting or leading a distributed mortgage sales organization, with strong knowledge of retail mortgage production economics and branch profitability.
• Demonstrated ability to advise, influence, coach, and hold senior sales or field leaders accountable without relying solely on direct authority.
• Strong commercial judgment and fluency across business development, recruiting, marketing, pricing, compensation, staffing, fulfillment, and expense management.
• Proven ability to move from analysis to action by diagnosing performance, building practical plans, establishing measures, and driving follow-through.
• Advanced financial modeling, forecasting, and analytical skills, including strong proficiency with Excel and financial reporting or business intelligence tools.
• Strong executive communication and presentation skills, with the ability to make complex financial and operating information clear and actionable.
• Demonstrated experience leading and developing high-performing finance, analytics, performance, or business-partner teams.
• Ability to manage multiple priorities, respond with urgency, and remain effective in a fast-paced, high-volume environment.

Preferred Qualifications

• Experience in branch leadership, sales management, production strategy, or a field-facing finance role within a nationwide mortgage organization.
• Experience developing branch profitability models, production forecasts, performance scorecards, and branch improvement plans.
• Experience partnering directly with C-suite executives, regional leaders, branch managers, and loan originators.
• MBA, CPA, CFA, or another relevant advanced degree or designation.

Leadership Profile

• Commercially minded and field-oriented, with genuine interest in how sales leaders grow and run their businesses.
• A coach and trusted advisor who asks strong questions, gives direct feedback, and helps leaders build their own business acumen.
• Financially rigorous but practical; able to balance growth, profitability, risk, service, and long-term sustainability.
• Relational and responsive, with the credibility to connect effectively across executive, corporate, regional, and branch leadership.
• Curious and enterprise minded, with the ability to recognize patterns across different branch models and spread ideas that improve the broader organization.
• Accountable and action oriented, with a bias toward clear priorities, ownership, follow-through, and measurable results.

Measures of Success

• More branches and regions consistently operate at healthy and sustainable profitability levels.
• Sales leaders improve their ability to understand, forecast, and actively manage the financial and operating drivers of their businesses.
• Branch and regional leaders have clear growth and performance plans, with measurable actions, ownership, and follow-through.
• Production, revenue, margin, and earnings opportunities are identified early and converted into measurable improvement.
• Underperforming branches are addressed promptly through credible recovery plans, appropriate support, and clear accountability.
• Effective business development, marketing, recruiting, staffing, and operational practices are identified and adopted across the network.
• The Branch Finance team is viewed by field and executive leadership as a responsive, trusted, commercially valuable partner.
• Forecasting, reporting, and performance insight become more accurate, timely, consistent, and useful for decisions.

DISCLAIMER: The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required and may be changed at the discretion of the company.