Mortgage Coach

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

What We Do

SoFi wasn’t built to be a bank. Or a technology company. We were built for one mission: help people achieve financial independence so they can realize their ambitions. Redefining an entire industry isn’t easy work—and it’s not for the faint of heart. It takes a certain kind of team. People with diverse perspectives and expertise united by a common sense of purpose. People willing to challenge assumptions but always do the right thing. People proving that innovation and responsibility don’t have to compete but can come together to create something truly unconventional in the world. For the last eight years we’ve been charting this new path forward. We call it The SoFi Way. At SoFi we don’t just talk about culture: we live it. The SoFi Way is how we show up every day how we make decisions and how we build for our members clients and each other.

Why Work With Us

Together with our members we’re changing the way people think about and interact with personal finance. We’re a next-generation Fintech company using innovative mobile-first technology to help our members reach their goals. The industry is going through an unprecedented transformation and we’re at the forefront.

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