SoFi Technologies

1 year ago

Home Loans Member Advocate

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Serve as a mortgage-focused member advocate handling retention, loan restructure, and customer service. Make outbound calls to existing SoFi members to present resolutions and offers that retain business, and work with loan files to meet agency guidelines. Coordinate with borrowers, processing, sales, and secondary markets to minimize delays, improve lock-to-fund conversions, and deliver an improved client experience while optimizing retention programs and escalated files.

Location: Charlotte

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Make outbound calls to existing SoFi members to provide resolutions and retention offers.
•Identify sales opportunities and support retention strategies to keep clients in the future.
•Work with borrowers and operations to deliver restructured loans that meet agency guidelines.
•Coordinate with processing, sales, and secondary to minimize customer engagement and delays.
•Improve lock-to-fund conversions by managing escalated files and resolving issues with improved cycle times.

Pay and Benefits

Salary: USD 22.2 - 41.63 hourly

Key Requirements

•Bachelor’s degree and 2 years of proven sales experience in the mortgage industry as a licensed loan officer.
•NMLS licensing is required.
•Knowledge of Fannie Mae, Freddie Mac, VA and FHA guidelines (Jumbo a plus).
•Ability to maintain a pipeline of 15–25 loans of mixed variety.
•Excellent oral and written communication skills and ability to work well under pressure with minimal supervision.

Experience:2+ yearsMortgage industry

Education:Certification / Diploma

Skills:CommunicationClient-focusedSalesAbility to work under pressure

Certifications:NMLS licensing

Tech Stack:Encompass LOSOptimal BlueDay One Certainty ValidationsHomeReadyHomePath

Company Brief

SoFi Technologies

Industry: Neobanking

Website

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SoFi Technologies

1 year ago

Home Loans Member Advocate

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Location: Charlotte

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Make outbound calls to existing SoFi members to provide resolutions and retention offers.
•Identify sales opportunities and support retention strategies to keep clients in the future.
•Work with borrowers and operations to deliver restructured loans that meet agency guidelines.
•Coordinate with processing, sales, and secondary to minimize customer engagement and delays.
•Improve lock-to-fund conversions by managing escalated files and resolving issues with improved cycle times.

Pay and Benefits

Salary: USD 22.2 - 41.63 hourly

Key Requirements

•Bachelor’s degree and 2 years of proven sales experience in the mortgage industry as a licensed loan officer.
•NMLS licensing is required.
•Knowledge of Fannie Mae, Freddie Mac, VA and FHA guidelines (Jumbo a plus).
•Ability to maintain a pipeline of 15–25 loans of mixed variety.
•Excellent oral and written communication skills and ability to work well under pressure with minimal supervision.

Experience:2+ yearsMortgage industry

Education:Certification / Diploma

Skills:CommunicationClient-focusedSalesAbility to work under pressure

Certifications:NMLS licensing

Tech Stack:Encompass LOSOptimal BlueDay One Certainty ValidationsHomeReadyHomePath

Company Brief

SoFi Technologies

Industry: Neobanking

Website