Employee Applicant Privacy Notice
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.
SoFi is seeking a proactive, high-energy Production Assistant to serve as the backbone for our top-producing Retail Mortgage Loan Originators (MLOs). In this role, you aren’t just a support player; you are the engine that keeps the loan origination process moving.
You’ll act as the primary bridge between borrowers, realtors, and our internal operations team, ensuring every file is structured for success from day one. If you are detail-focused, tech-savvy, and thrive in a fast-paced environment, we want to talk to you.
What You’ll Do- Business Development & Retention: Develop and execute targeted marketing strategies to engage the existing book of business for client retention, while proactively building relationships with prospective clients and key centers of influence to drive new-to-bank growth.
- Loan Structuring & Analysis: Pull and analyze credit reports, review income/asset documentation, and assist MLOs in determining the optimal loan structure for clients.
- Pipeline Management: Run Desktop Underwriter (DU), stack files for submission, and proactively request/clear underwriting conditions to ensure "on-time" closings.
- Client Advocacy: Serve as the primary point of contact for borrowers and realtors, providing status updates and maintaining a seamless white-glove experience.
- Front-End Support: Take initial application information over the phone, schedule high-priority appointments, and manage MLO calendars.
- Data Integrity: Track all document requests in Encompass and Salesforce. Review incoming files within 24 hours to catch discrepancies, omissions, or income/asset issues before they hit underwriting.
- Problem Solving: Collaborate directly with MLOs and Underwriters to resolve complex file issues and documentation gaps.
- Compliance: Maintain strict adherence to company policy and state/federal regulatory guidelines (RESPA, TILA, etc.) to ensure every file is audit-ready.
- Experience: At least 2 years of professional office experience, with a minimum of 1 year specifically in the mortgage or banking industry.
- Strategic Mindset: Proven ability to manage client relationships and execute marketing initiatives aimed at both retention and new lead generation.
- Technical Knowledge: General fluency in FNMA, FHLMC, FHA, and VA guidelines.
- Tech Stack: Previous experience with Encompass LOS (or similar mortgage software) and proficiency in Google Workspace.
- Precision: An uncompromising eye for detail and the ability to juggle a high-volume pipeline.
- Communication: Elite verbal and written communication skills—you’ll be representing SoFi to clients and external partners daily.
- Advanced Tools: Direct experience with Blend and/or Salesforce.
- Origination Background: 1+ years of experience as a Loan Originator or Senior Processor.
- Licensing Multiplier: National and multi-state NMLS licensing maintained within the past 12 months.
Skills Required
- At least 2 years of professional office experience
- At least 1 year of mortgage or banking industry experience
- Experience managing client relationships and executing retention and lead-generation marketing initiatives
- Fluency in FNMA, FHLMC, FHA, and VA guidelines
- Experience with Encompass LOS or similar mortgage software
- Proficiency with Google Workspace
- Strong attention to detail and ability to manage a high-volume pipeline
- Elite verbal and written communication skills
- Direct experience with Blend and/or Salesforce
- At least 1 year of experience as a Loan Originator or Senior Processor
- Current national and multi-state NMLS licensing maintained within the past 12 months
What the Team is Saying
SoFi Compensation & Benefits Highlights
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Healthcare Strength — Core coverage is described as comprehensive—medical, dental, and vision—along with company‑paid life and disability insurance, HSA/FSA options, and access to mental‑health support including therapy sessions and EAP resources. Materials also note heavily subsidized U.S. medical premiums and no‑cost digital mental‑health care.
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Parental & Family Support — Public benefits list up to 12 weeks of fully paid parental leave, plus fertility/adoption/surrogacy support, paid caregiver leave, and subsidized backup child/elder care. Pet insurance and related family‑oriented resources are also highlighted.
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Affordable Benefits — Benefits pages describe significantly subsidized medical coverage, 100% employer‑paid premiums for certain dental/vision plans, and employer HSA contributions on HDHP options. These features point to lower out‑of‑pocket costs for several core benefits.
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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Hybrid Workspace
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!
