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Who we are:
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.
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
- Excellentwritten 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 have:
- Mortgage Sales Management experience or its equivalent, preferred
Skills Required
- Bachelor's or Associate degree or significant industry experience
- 3+ years mortgage 1-lien and home equity originations experience
- 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
- Ability to work independently with little or no supervision
- Professional demeanor and excellent work habits
- Mortgage, consumer credit, or consumer lending experience
- Proven ability to motivate sales teams to exceed performance expectations
- Demonstrated success leading sales professionals to meet or exceed sales targets
- Passion for member (customer) experience
- Knowledge of regulatory compliance related to lending
- Ability to work well with technology and help design workflows/processes
- Ability to support infrastructure needed to grow a sales team
- Ability to react quickly to change and implement new processes
- Mortgage Sales Management experience or equivalent
What the Team is Saying
SoFi Compensation & Benefits Highlights
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Healthcare Strength — Benefits materials describe comprehensive medical, dental, and vision coverage with mental‑health support, EAP, and wellness programs. Feedback suggests some plans include options with 100% company‑paid premiums.
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Parental & Family Support — Parental and family supports include up to 12 weeks fully paid parental leave, fertility/adoption resources, and subsidized backup child and elder care. Pet insurance is also available.
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Leave & Time Off Breadth — Time away benefits include flexible vacation for exempt employees, generous PTO/sick time for non‑exempt staff, and paid holidays. Early‑release “SoFi Fridays” are also cited.
SoFi Insights
What We Do
SoFi wasn’t built to be a bank. Or a technology company. We were built for one mission: help people achieve financial independence so they can realize their ambitions. Redefining an entire industry isn’t easy work—and it’s not for the faint of heart. It takes a certain kind of team. People with diverse perspectives and expertise, united by a common sense of purpose. People willing to challenge assumptions but always do the right thing. People proving that innovation and responsibility don’t have to compete, but can come together to create something truly unconventional in the world. For the last eight years, we’ve been charting this new path forward. We call it The SoFi Way. At SoFi, we don’t just talk about culture: we live it. The SoFi Way is how we show up every day, how we make decisions, and how we build for our members, clients, and each other.
Why Work With Us
Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation Fintech company using innovative, mobile-first technology to help our members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront.
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Employees engage in a combination of remote and on-site work.
For the majority of our workforce who work on a hybrid schedule, the in-office requirement is a handful of days per month!
