SoFi · 1 day ago
Home Loans Member Advocate
Charlotte, NC
Full-time
Onsite
Entry, Mid Level
$23/hr - $42/hr
2+ years expSoFi is a next-generation financial services company and national bank that focuses on innovative, mobile-first technology to help members achieve their financial goals. The Home Loans Member Advocate III will perform duties related to retention, loan restructuring, and customer service, utilizing sales skills to maintain and improve customer relationships. This role involves making outbound calls to existing members and ensuring a high-quality customer experience throughout the loan process.
CreditCredit CardsFinancial ServicesFinTechLendingWealth Management
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
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. Applicant must meet minimum requirements for states to include; background checks, fingerprints, and continuing education
Knowledge of Encompass LOS and Optimal Blue
Experience with Day One Certainty Validations, HomeReady and HomePath products
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
2026-01-20
The Motley Fool
2026-01-17
Business Wire
2026-01-16
Company data provided by crunchbase