SoFi

Mortgage Coach

SoFi$90K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's or Associate Degree or significant industry experience
  • 3+ years in mortgage lien and home equity originations
  • 3+ years in general customer service
  • Experience in centralized sales or processing center management
  • Proven track record in training and motivating sales teams
  • Exceptional written and verbal communication skills
  • Knowledge of regulatory compliance

Responsibilities

  • Influence team performance without direct reports
  • Master and teach required tasks to new associates
  • Conduct weekly training sessions for sales skills
  • Facilitate sales training on new products
  • Address special member circumstances with solutions
  • Ensure adherence to procedures and regulatory standards
  • Identify and escalate potential issues to promote operational success

Benefits

  • Comprehensive and competitive benefits package
  • Opportunities for professional development
  • Supportive team environment
  • Potential for career growth within the organization
Full Job Description
The Mortgage Coach is responsible for supporting the entire sales team of Loan Originators, including training, developing and motivating to ensure the team understands how to use all tools given to them, while also ensuring every member interaction becomes an exceptional interaction with SoFi. You will be a part of the leadership team and will focus on influencing the Loan Originators on high performing team performance while maintaining exceptional member experience. What you'll do: • No direct reports, however, are responsible for influencing team members to maximize performance • Master all task associates are required to perform • Train, motivate, monitor, and coach new associates • Weekly lunch and learns to ensure skills for originators are sharp • Conduct Sales Training on New Products and Sales Initiatives • Handle special member circumstances and problems as they arise • Ensure team is following procedures, as well as regulatory compliance • Provide exceptional member experience • Proactively identify, escalate issues and propose recommended solutions regarding potential issues with contributing to operational success • Drive excellence in every member interaction • Other duties as assigned What you'll need: • Minimum Bachelors or Associate Degree or significant experience in the industry • 3 + years of experience in mortgage 1 lien and home equity originations • 3 + years general customer service experience • Centralized sales experience or processing center management experience • Experience training, motivating, monitoring, and coaching sales teams • Excellentwritten and verbal communication skills to answer questions and communicate issues clearly and concisely to associates, members, and upper management • Ability to work independently with little or no supervision • Professional demeanor and excellent work habits are essential • Mortgage, consumer credit, or consumer lending experience • Ability to motivate sales team to exceed performance expectations • Demonstrated success motivating and leading a team of sales professionals to meet or exceed rigorous sales targets • Passionate about member experience • Knowledge of regulatory compliance • Ability to work well with technology and the desire to help design workflows and processes to enhance our sales strategy and volumes • Ability to assist with and support infrastructure needed to support growing a sales team • Ability to react to change quickly and implement new processes and procedures Nice to have: • Mortgage Sales Management experience or its equivalent, preferred Compensation and Benefits The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location. To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!

About SoFi

SoFi is a financial services company that offers a range of products including student loan refinancing, personal loans, and mortgages. The company was founded in 2011 and is headquartered in San Francisco, California. SoFi's mission is to help people achieve financial independence by providing access to affordable credit and financial education. The company has over 1,200 employees and has funded over $50 billion in loans to date. SoFi is a privately held company and has raised over $2 billion in funding from investors including SoftBank, Silver Lake, and Peter Thiel.
Learn more about SoFi
Size
1,200 employees
Industry
Founded
2011

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