SoFi
Home Loans Member Advocate
Join to apply for the
Home Loans Member Advocate
role at
SoFi . Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance.
Base pay range $23.00/hr - $42.00/hr
What you’ll do Retention
Identify sales opportunities while servicing customers to retain business.
Work with management to create, optimize, and evolve retention strategies for future clients.
Work closely with secondary markets to ensure profitability margins are met while retaining 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.
Loan Restructure
Identify and address loan guideline fails.
Work directly with borrowers and operations to ensure the restructured loan is successfully delivered and terms are agreed upon.
Work closely with processing, sales, and secondary to minimize customer engagement and maximize overall customer experience with limited delays.
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 resolutions with improved cycle times.
What you’ll need
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.
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.
Nice to have
Knowledge of Encompass LOS and Optimal Blue.
Experience with Day One Certainty Validations, HomeReady and HomePath products.
Compensation and Benefits The base pay range for this role is listed above. The final base pay offer will be determined based on individual factors such as experience, skills, and location.
To view all of our comprehensive and competitive benefits, visit our
Benefits at SoFi
page.
SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
The Company hires the best qualified candidate for the job, without regard to protected characteristics.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
New York applicants: Notice of Employee Rights.
SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
Internal Employees
– If you are a current employee, do not apply here – please navigate to our Internal Job Board in Greenhouse to apply to our open roles.
#J-18808-Ljbffr
Home Loans Member Advocate
role at
SoFi . Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance.
Base pay range $23.00/hr - $42.00/hr
What you’ll do Retention
Identify sales opportunities while servicing customers to retain business.
Work with management to create, optimize, and evolve retention strategies for future clients.
Work closely with secondary markets to ensure profitability margins are met while retaining 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.
Loan Restructure
Identify and address loan guideline fails.
Work directly with borrowers and operations to ensure the restructured loan is successfully delivered and terms are agreed upon.
Work closely with processing, sales, and secondary to minimize customer engagement and maximize overall customer experience with limited delays.
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 resolutions with improved cycle times.
What you’ll need
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.
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.
Nice to have
Knowledge of Encompass LOS and Optimal Blue.
Experience with Day One Certainty Validations, HomeReady and HomePath products.
Compensation and Benefits The base pay range for this role is listed above. The final base pay offer will be determined based on individual factors such as experience, skills, and location.
To view all of our comprehensive and competitive benefits, visit our
Benefits at SoFi
page.
SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
The Company hires the best qualified candidate for the job, without regard to protected characteristics.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
New York applicants: Notice of Employee Rights.
SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
Internal Employees
– If you are a current employee, do not apply here – please navigate to our Internal Job Board in Greenhouse to apply to our open roles.
#J-18808-Ljbffr