Manager, Lead Allocation

Position: Lead Allocation Manager

Location: U.S. Remote

Pay: $75K - $100K/yr DOE plus annual bonus

Summary: New American Funding (NAF) is a nationwide mortgage lender dedicated to providing tailored home financing solutions to borrowers across the United States. We are seeking a highly technical and results-driven Manager, Lead Allocation to oversee and optimize our lead sourcing, allocation, and routing strategies across multiple systems and sales teams. This role plays a key part in ensuring accurate, efficient lead distribution to maximize revenue opportunities and align with business goals. The ideal candidate has experience in CRM administration, lead management operations, and a strong understanding of mortgage or financial services data environments.

Essential Duties and Responsibilities: 

Lead Sourcing & Allocation Management

• Manage the intake, mapping, and routing of leads using in-house CRM and lead management systems.
• Ensure all incoming leads are properly attributed and routed to the appropriate teams based on current business rules and best practices.
• Monitor lead flow daily and act quickly to resolve discrepancies in lead allocation or data accuracy.
• Serve as the technical owner of the lead routing lifecycle—from lead creation through delivery to the dialer and sales teams.

Lead Routing Optimization

• Develop, implement, and refine scalable lead allocation models and processes.
• Collaborate with intake teams to design dynamic routing strategies based on lead source, scoring, and skill-based criteria.
• Assist with defining stakeholder requirements and translating them into efficient workflows and allocation logic.

Reporting & Analytics

• Partner with the data team to generate and analyze reports that track lead volume, distribution, conversion, and fulfillment goals.
• Identify inefficiencies in the lead pipeline and participate in testing and optimization efforts.
• Provide insights during monthly reviews regarding goal setting, team capacity, and lead effectiveness.

Quality Control & Issue Resolution

• Actively monitor lead routing systems to ensure real-time delivery and system health.
• Investigate and resolve issues such as missing lead sources, improper routing, or allocation gaps.

Job Competencies / Qualifications:

• 3+ years of CRM administration or technical marketing operations experience.
• Proven experience managing lead distribution and marketing attribution systems.
• Strong technical acumen with an understanding of how data moves between systems (CRM, dialer, telephony, APIs).
• Familiarity with mortgage-specific data and business processes (applications, loan files, etc.).
• Strong understanding of the lead-to-revenue funnel, including lead scoring and routing logic.
• Ability to work cross-functionally with stakeholders from Sales, Marketing, IT, and Product teams.
• Excellent problem-solving skills and ability to thrive in a fast-paced, high-volume environment.
• Experience in mortgage lead operations or a financial services environment.
• Knowledge of data warehousing and ETL pipelines (hands-on experience not required).
• Familiarity with concepts like lead scoring, skill-based routing, and matching algorithms.
• Experience working with custom data schemas and maintaining naming/data consistency across systems.

Other Duties: This job may require frequent sitting or standing for long periods of time. This job profile is not intended to be an all-inclusive list of job duties and responsibilities, as one may perform additional related duties as assigned in order to meet the needs of the organization.

Work Authorization: Must be able to verify identity and employment eligibility to work in the U.S.

[EOE/M/F/D/V. Drug-free workplace.]

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  Must be able to lift up to ten pounds.  Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a keyboard; and to verbally communicate to exchange information.  VISION:  See in the normal visual range with or without correction.  HEARING:  Hear in the normal audio range with or without correction.

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