SoFi Technologies

1 month ago

Mortgage Coach

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

Support the Loan Originators sales team by training, coaching, and motivating associates to maximize performance and deliver exceptional member experiences. As part of the leadership team, influence high-performing execution, run weekly learning sessions, conduct sales training for new products and initiatives, and handle special member circumstances. Ensure procedures and regulatory compliance are followed while proactively escalating issues and recommending solutions that improve operational success.

Location: Charlotte

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Support the Loan Originators sales team by training, developing, and motivating associates.
•Influence team performance and maximize sales outcomes while maintaining exceptional member experience.
•Train and conduct sales training on new products and sales initiatives, including weekly lunch-and-learns.
•Handle special member circumstances and problems as they arise.
•Ensure procedures and regulatory compliance are followed; proactively identify, escalate, and propose solutions to potential issues.

Pay and Benefits

Salary: USD 86,400 - 162,000 annually

Key Requirements

•Minimum bachelor’s or associate degree, or significant mortgage industry experience.
•3+ years of experience in mortgage 1 lien and home equity originations.
•3+ years of general customer service experience.
•Centralized sales experience or processing center management experience.
•Experience training, motivating, monitoring, and coaching sales teams with strong written and verbal communication.

Experience:3+ yearsMortgage lendingHome equityConsumer lending

Education:Bachelor's

Skills:CommunicationIndependent workCoachingTeam motivationCustomer focus

Languages:English

Company Brief

SoFi Technologies

Industry: Neobanking

Website

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SoFi Technologies

1 month ago

Mortgage Coach

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

Location: Charlotte

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Support the Loan Originators sales team by training, developing, and motivating associates.
•Influence team performance and maximize sales outcomes while maintaining exceptional member experience.
•Train and conduct sales training on new products and sales initiatives, including weekly lunch-and-learns.
•Handle special member circumstances and problems as they arise.
•Ensure procedures and regulatory compliance are followed; proactively identify, escalate, and propose solutions to potential issues.

Pay and Benefits

Salary: USD 86,400 - 162,000 annually

Key Requirements

•Minimum bachelor’s or associate degree, or significant mortgage industry experience.
•3+ years of experience in mortgage 1 lien and home equity originations.
•3+ years of general customer service experience.
•Centralized sales experience or processing center management experience.
•Experience training, motivating, monitoring, and coaching sales teams with strong written and verbal communication.

Experience:3+ yearsMortgage lendingHome equityConsumer lending

Education:Bachelor's

Skills:CommunicationIndependent workCoachingTeam motivationCustomer focus

Languages:English

Company Brief

SoFi Technologies

Industry: Neobanking

Website