79 applicants

Company

SoFi · 20 hours ago

Home Equity Member Advocate

United States

Full-time

Remote

Entry, Mid Level

2+ years exp

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H1B Sponsor Likely

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Responsibilities

Identify sales opportunities while servicing customers in order to retain business

Work with management to create, optimize, and evolve retention strategies to keep clients in the future

Work closely with secondary markets to ensure minimum company profitability margins are still met while retaining existing borrowers

Identify areas of customer improvement

Evaluate the customer service experience

Develop an understanding of what is needed to create a great client experience

Provide direct feedback to management to ensure sales and operations teams are providing excellent customer service

Evaluate program results and optimize as needed with management

Identify and address loan guideline fails

Work directly with borrower and operations team to ensure the restructured loan is successfully delivered to our borrower and terms are agreed upon

Work closely with processing, sales, and secondary to minimize customer engagement and maximize the overall customer experience with limited delays and contact

Identify areas of customer improvement

Optimize the customer service experience

Develop an understanding of what is needed to create a great client experience

Provide direct feedback to management to ensure sales and operations teams are providing excellent customer service

Evaluate program results and optimize as needed with management

Improve lock-to-fund conversions by managing escalated files and bringing resolution with improved cycle times

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Sales ExperienceLicensed Loan OfficerNMLS LicensingFannie Mae GuidelinesFreddie Mac GuidelinesVA GuidelinesFHA GuidelinesPipeline ManagementCustomer Service SkillsEncompass LOSOptimal BlueDay One Certainty ValidationsHomeReady ProductsHomePath ProductsWorks Under Pressure

Required

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

Works well under pressure and requires minimal supervision to perform basic job functions

Has an eagerness to delight clients throughout the loan process

Preferred

Multiple existing state licenses are preferred but not required. Employer will offer additional license opportunities.

Knowledge of Encompass LOS and Optimal Blue

Experience with Day One Certainty Validations, HomeReady and HomePath products

Company

SoFi

Glassdoor

3.6

SoFi is a finance company that offers a range of lending and wealth management services.

Founded in 2011

San Francisco, California, USA

1001-5000 employees

https://www.sofi.com/

H1B Sponsorship

SoFi has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2023 (96)

2022 (121)

2021 (94)

2020 (41)