Mortgage Coach

SoFi•Frisco, TX

19d

About The Position

Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. 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.

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
Demonstrated success motivating and leading a team of sales professionals to meet or exceed rigorous sales targets
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

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