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