Home Loans Member Advocate

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

Has an eagerness to delight clients throughout the loan process

Knowledge of Encompass LOS and Optimal Blue

As a Home Loan Member Advocate III working in a mortgage environment, you will perform multiple duties while in this role which include Retention, Loan Restructure, and Customer Service efforts.

You will utilize your customer service and sales skills to make outbound calls to existing SoFi Members and provide the customer with an appropriate resolution/offer that will retain their business.

You will also utilize your customer service, product knowledge and sales skills to work with loan files that need to be restructured to meet agency guidelines and to make outbound calls to borrowers to review any needed changes.