SoFi · 1 day ago
Mortgage Loan Originator, Home Equity
Kansas City, MO
Full-time
Hybrid
Entry, Mid Level
$15/hr - $15/hr
2+ years expSoFi is a next-generation financial services company and national bank focused on transforming personal finance. The Mortgage Loan Originator, Home Equity will be responsible for guiding customers through the home equity mortgage origination process, ensuring a positive experience and timely communication throughout the loan process.
CreditCredit CardsFinancial ServicesFinTechLendingWealth Management
Responsibilities
Evaluate initial loan applications and documentation to confirm creditworthiness and ability to repay
Complete initial analysis of applicants’ credit and income by verifying initial decisions and communicating this to the applicant
Communicate critical origination timeline, product, pricing, and underwriting requirements to all applicants
Perform outbound calls to applicants and work with the applicant to ensure receipt of required documentation critical to move loans through the sales process to funding successfully
Communicate suspense, loan approval, and/or declinations to ensure the customer is always informed
Coordinate and manage realtors, builders, mobile signers, and other third parties
Oversee loan process to ensure timely delivery and content communication with the borrower of initial disclosures, changed circumstance re-disclosing, delivery of closing disclosure, and closing documents
Improve upon and refine sales and customer service knowledge and techniques via ongoing training
Maximize the number of qualified loans funded monthly
Manage and maintain your pipeline of leads provided to you from a centralized lead generation engine
Ensure all leads provided are worked with the highest degree of urgency, meeting or exceeding customer expectations throughout the loan origination process
This role will focus on originating Home Equity mortgages, but as business needs shift, this role may originate 1st Lien Mortgages
Qualification
Required
Professional demeanor and strong work ethic with the ability to establish and build working relationships with SoFi applicants, guiding them from initiation to successful completion of the loan process
Driven by high performance in a high expectation commission environment
Strong verbal and written communication skills
Industry leading pipeline management skills
Background or previous experience in financial services and sales in an inbound or outbound call center
Solid time management skills and the ability to prioritize activities
Ability to establish and maintain working relationships with team members
Must be computer literate with above average proficiency in MS Office and internet skills
Great telephone skills, including communicating clearly and effectively both verbally and in writing
Ability to learn and navigate multiple systems/applications / workflows
Ability to exhibit grace under pressure while successfully navigating stressful work assignments or situations efficiently and effectively
Ability to meet critical deadlines under stressful conditions
Self-motivated and able to work independently
Able to move between tasks and duties quickly and efficiently
Excellent organizational skills
Excellent prioritization and time management skills
Preferred
Two to four (2-4) years successful origination of loans; residential mortgage loan experience preferred but not required
Strong knowledge of federal, state, and/or regulatory requirements of mortgage lending
Overall, good knowledge and understanding of mortgage products, pricing, and underwriting guidelines
Consultative sales skills in a mortgage sales organization
High-volume transaction processing experience exhibiting the ability to follow written procedures and processes with a high level of accuracy and attention to detail
Any individual state mortgage licensing is considered a plus
Ability to obtain and maintain individual state license(s) and SAFE act compliance
Company
SoFi
SoFi is a finance company that offers a range of lending and wealth management services.
1001-5000 employees
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
2025 (213)
2024 (117)
2023 (131)
2022 (118)
2021 (81)
2020 (42)
Funding
Current Stage
Public CompanyTotal Funding
$12.25BKey Investors
Fortress Investment GroupPGIMQatar Investment Authority
2025-12-04Post Ipo Equity· $1.5B
2025-07-29Post Ipo Equity· $1.5B
2025-04-17Post Ipo Debt· $3.2B
Leadership Team
Anthony Noto
CEO
Jeremy Rishel
Chief Technology Officer
Recent News
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