Mortgage Coach

SoFi•Frisco, TX

17d

About The Position

The Mortgage Coach is responsible for supporting the entire sales team of Loan Originators, including training, developing and motivating to ensure the team understands how to use all tools given to them, while also ensuring every member interaction becomes an exceptional interaction with SoFi. You will be a part of the leadership team and will focus on influencing the Loan Originators on high performing team performance while maintaining exceptional member experience. What you’ll do: No direct reports, however, are responsible for influencing team members to maximize performance Master all task associates are required to perform Train, motivate, monitor, and coach new associates Weekly lunch and learns to ensure skills for originators are sharp Conduct Sales Training on New Products and Sales Initiatives Handle special member circumstances and problems as they arise Ensure team is following procedures, as well as regulatory compliance Provide exceptional member experience Proactively identify, escalate issues and propose recommended solutions regarding potential issues with contributing to operational success Drive excellence in every member interaction Other duties as assigned What you’ll need: Minimum Bachelors or Associate Degree or significant experience in the industry 3 + years of experience in mortgage 1 lien and home equity originations 3 + years general customer service experience Centralized sales experience or processing center management experience Experience training, motivating, monitoring, and coaching sales teams Excellent written and verbal communication skills to answer questions and communicate issues clearly and concisely to associates, members, and upper management Ability to work independently with little or no supervision Professional demeanor and excellent work habits are essential Mortgage, consumer credit, or consumer lending experience Ability to motivate sales team to exceed performance expectations Passionate about member experience Knowledge of regulatory compliance Ability to work well with technology and the desire to help design workflows and processes to enhance our sales strategy and volumes Ability to assist with and support infrastructure needed to support growing a sales team Ability to react to change quickly and implement new processes and procedures Nice to have: Mortgage Sales Management experience or its equivalent, preferred

Requirements

Minimum Bachelors or Associate Degree or significant experience in the industry
3 + years of experience in mortgage 1 lien and home equity originations
3 + years general customer service experience
Centralized sales experience or processing center management experience
Experience training, motivating, monitoring, and coaching sales teams
Excellent written and verbal communication skills to answer questions and communicate issues clearly and concisely to associates, members, and upper management
Ability to work independently with little or no supervision
Professional demeanor and excellent work habits are essential
Mortgage, consumer credit, or consumer lending experience
Ability to motivate sales team to exceed performance expectations
Passionate about member experience
Knowledge of regulatory compliance
Ability to work well with technology and the desire to help design workflows and processes to enhance our sales strategy and volumes
Ability to assist with and support infrastructure needed to support growing a sales team
Ability to react to change quickly and implement new processes and procedures

Nice To Haves

Mortgage Sales Management experience or its equivalent, preferred

Responsibilities

Master all task associates are required to perform
Train, motivate, monitor, and coach new associates
Weekly lunch and learns to ensure skills for originators are sharp
Conduct Sales Training on New Products and Sales Initiatives
Handle special member circumstances and problems as they arise
Ensure team is following procedures, as well as regulatory compliance
Provide exceptional member experience
Proactively identify, escalate issues and propose recommended solutions regarding potential issues with contributing to operational success
Drive excellence in every member interaction
Other duties as assigned