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Coach and train loan originators to improve sales performance and member experience. Deliver product and sales training, monitor and motivate associates, ensure regulatory compliance, escalate and solve issues, and support sales infrastructure and workflows.
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Who we are:
Shape a brighter financial future with us.
Together with our members, we’re changing the way people think about and interact with personal finance.
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. 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.
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!
SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.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 RightsSoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email [email protected].Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.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.
SoFi San Francisco, California, USA Office
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Our new headquarters opened in 2019. The office provides an open work environment, an all-hands area, a café, library, coffee points on every floor, and executive conference rooms. The game room and roof-top lounge area provide space to take a break and look at the incredible downtown view.
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