Sr Leader, Revenue Operations
Listed on 2026-09-28
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Finance & Banking
Financial Analyst, Financial Manager
R esponsible for optimizing revenue performance, forecasting accuracy, operational efficiency, and decision support across the organization. This role serves as the primary bridge between Finance, Sales, Marketing, Loan Production, Secondary Marketing, Capital Markets, Product, and Operations to ensure revenue-generating activities are measurable, scalable, and aligned with company objectives. This position drives visibility into the complete revenue lifecycle, from lead generation and mortgage origination through funding, servicing, and recurring revenue streams.
The role is accountable for revenue analytics, forecasting, KPI management, incentive plan administration, process governance, and technology enablement to support profitable growth . C ombines strong financial acumen, operational leadership, mortgage industry expertise, and data-driven decision-making skills.
- Partners with the senior leaders in Revenue Ops and direct sales leadership teams to develop and execute revenue operations strategies, establish performance objectives, and support the achievement of direct lending growth goals.
- Leads revenue forecasting and planning processes, including mortgage volume projections, funded loan forecasts, gain-on-sale revenue, servicing revenue, and other revenue streams.
- Establishes and monitors revenue performance metrics, KPI frameworks, and management reporting processes, identifying trends, opportunities, risks, and actionable insights to support strategic decision-making.
- Partners with business leaders to improve conversion rates, pull-through performance, productivity, cycle times, customer acquisition costs, channel profitability, and overall revenue-generating efficiency.
- Develops financial models, scenario analyses, predictive analytics, and profitability assessments to support strategic planning, pricing decisions, and growth initiatives.
- Collaborates with Sales, Marketing, Operations, Capital Markets, and Finance leadership to align revenue strategies, optimize business performance, and support cross-functional initiatives.
- Performs other duties and projects assigned.
- Bachelor’s Degree preferred, and a minimum of ten (10) + years’ progressive experience in Mortgage Sales Leadership, Mortgage Finance, or Revenue Operations.
- Strong knowledge of mortgage banking, fintech, financial services, lending operations, revenue forecasting, and performance analytics.
- Exceptional financial modeling, forecasting, business intelligence, and data analysis skills.
- Advanced proficiency with Salesforce or similar CRM platforms.
- Aggressive compensation package based on experience and skill set.
- Inclusive, diverse, and collaborative culture where people from all backgrounds can thrive.
- Work with other passionate, purposeful, and customer-centric people.
- Extensive internal growth and professional development opportunities including tuition reimbursement.
- Wellness program to support both mental and physical health.
- Generous paid time off for both exempt and non-exempt positions.
loan Depot (NYSE: LDI) is a digital commerce company committed to serving its customers throughout the home ownership journey. Since its launch in 2010, loan Depot has revolutionized the mortgage industry with a digital-first approach that makes it easier, faster, and less stressful to purchase or refinance a home. Today, loan Depot enables customers to achieve the American dream of home ownership through a broad suite of lending and real estate services that simplify one of life's most complex transactions.
With headquarters in Southern California and offices nationwide, loan Depot is committed to serving the communities in which its team lives and works through a…
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