SoFi
Affiliated Profiles
Teams at SoFi
Recently posted jobs
Fintech • Mobile • Software • Financial Services
Analyze complex mortgage and home equity scenarios, including self-employed income, tax documentation, credit, assets, collateral, and lending guidelines. Develop and negotiate loan restructuring and conversion solutions, validate eligibility through automated underwriting systems, manage 10–15 active files, resolve escalated conditions, and collaborate with Sales, Processing, Underwriting, and Secondary Marketing to improve conversion, retention, compliance, and closing outcomes.
Fintech • Mobile • Software • Financial Services
Supports retail mortgage loan originators by managing borrower and realtor communications, analyzing credit and financial documentation, structuring loans, maintaining pipelines, clearing underwriting conditions, and coordinating applications and appointments. Uses Encompass and Salesforce to track files, ensures data integrity and regulatory compliance, resolves documentation issues, and contributes to client retention and new business development.
Fintech • Mobile • Software • Financial Services
Sell and advise customers on Life, Home, and Auto insurance through phone, email, text, and chat. Manage leads and sales pipelines, guide members from intake through quoting and fulfillment, identify cross-sell opportunities, and help build SoFi Protect’s operational processes. Collaborate cross-functionally to improve the business and deliver tailored coverage solutions.
