SoFi
Mortgage Coach
Frisco, TX
Sponsorship not specifiedDetected 6 days ago
ReactComplianceSalesCustomer SupportLeadershipCommunicationMentoring
About the role
- Together with our members, we're changing the way people think about and interact with personal finance.
- We're proud to come to work every day knowing that what we do has a direct impact on people's lives, with our core values guiding us every step of the way.
- Join us to invest in yourself, your career, and the financial world.
Responsibilities
- Drive excellence in every member interaction
Requirements
- Minimum Bachelors or Associate Degree or significant experience in the industry
- 3 + years of experience in mortgage 1 lien and home equity originations
- Experience training, motivating, monitoring, and coaching sales teams
- Ability to work independently with little or no supervision
- Ability to motivate sales team to exceed performance expectations
- Knowledge of regulatory compliance
- Master all task associates are required to perform
Nice to have
- Mortgage Sales Management experience or its equivalent, preferred
- The Company hires the best qualified candidate for the job, without regard to protected characteristics.
- Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
- New York applicants: Notice of Employee Rights
- SoFi is committed to an inclusive culture.
- Internal Employees
- If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.
Compensation
- 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.
Benefits
- To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!
Company info
- Shape a brighter financial future with us.
- We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals.
- The industry is going through an unprecedented transformation, and we're at the forefront.
- 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.
- 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.
- No direct reports, however, are responsible for influencing team members to maximize performance
- 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
- Other duties as assigned
- What you'll need:
- 3 + years general customer service experience
- Centralized sales experience or processing center management experience
- Excellentwritten and verbal communication skills to answer questions and communicate issues clearly and concisely to associates, members, and upper management
- Professional demeanor and excellent work habits are essential
- Mortgage, consumer credit, or consumer lending experience
This listing is sourced directly from SoFi's careers page and normalized into a canonical job model.