SO

Home Loans Member Advocate

sofi· 27 open roles

Location TBD On-siteFull-time3 weeks ago
Salaryest.
$60,000 - $120,000
Experience
Mid
Job Type
Full-time
Posted
3 weeks ago
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About This Role

The Home Loans Member Advocate III role at SoFi involves retention, loan restructuring, and customer service efforts in a mortgage environment. The advocate will utilize customer service and sales skills to make outbound calls to existing members and provide resolutions to retain their business. They will also work with loan files that need restructuring and make outbound calls to borrowers to review changes. The goal is to create a great client experience and provide excellent customer service.

Key ResponsibilitiesAI-extracted

  • 1
    Identify sales opportunities while servicing customers to retain business
  • 2
    Work with management to create and optimize retention strategies
  • 3
    Identify and address loan guideline fails to restructure loans
  • 4
    Work directly with borrowers and operations teams to deliver restructured loans
  • 5
    Evaluate program results and optimize as needed with management

RequirementsAI-extracted

  • 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
  • Excellent oral and written communication skills
  • Ability to maintain a pipeline of 15-25 loans of mixed variety
  • Typically: Multiple existing state licenses are preferred but not required

Perks & BenefitsAI-extracted

Typically: Health coverage
Typically: Paid Time Off (PTO)
Typically: Opportunities for professional growth and development
Typically: Competitive base pay
Typically: Comprehensive and competitive benefits package

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