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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 role
The Sales Concierge Coordinator is responsible for supporting the Home Loan Mortgage queue to ensure an exceptional member experience. This position will also help the Originator with non-licensed activities as requested. You will be a member advocate to support our core values.
You will support a team of 30-40 mortgage professionals, with responsibility for answering member questions, transferring calls to the correct channel, setting up appointments for the MLO’s, and delivering an outstanding member experience.
What you’ll do:
- Independently support our mortgage queue to ensure answering queue timely
- Work on mortgage origination system to review files and answer questions for our members
- Clearly communicate to our members and ensure our team represents SoFi culture with other channels
- Handle special member circumstances and problems as they arise
- Support team in meeting compliance initiatives
- Provide exceptional member experience
- Proactively identify, escalate issues and propose recommended solutions regarding potential issues with contributing to operational success
- Other duties as assigned
What you’ll need:
- 2 + years general customer service experience
- Strong written 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
- NMLS licenses (request not required)
- Passionate about the member experience
- Knowledge of regulatory compliance
- Skillfulness to work well with other departments to meet the company’s performance
- Exhibit the ability to react to change quickly and implement new processes and procedures
Why you’ll love working here
- Competitive salary packages and bonuses
- Comprehensive medical, dental, vision, and life insurance benefits
- Generous vacation and holidays
- Paid parental leave for eligible employees
- 401(k) and education on retirement planning
- Tuition reimbursement on approved programs
- Monthly contribution up to $200 to help you pay off your student loans
- Great health & well-being benefits including telehealth parental support, subsidized gym program
- Employer-paid lunch program (except for remote employees)
- Fully stocked kitchen (snacks and drinks)
Top Skills
What the Team is Saying
What We Do
For over a decade, SoFi has helped transform the Fintech industry by creating financial products and services that help people borrow, save, spend, invest, and protect their money better, so they can achieve financial independence and realize their ambitions. Whether it’s owning a home, saving for retirement, paying off their student loans, or helping our members invest - SoFi is there every step of the way. Want to learn more about how it works? Check it out here: https://www.sofi.com/how-it-works/
Our core values are at the center of how we help our millions of members get their money right. They are our guiding principles for how we think about serving our members, building our company, and most importantly, how we work together. At SoFi, it’s not just what we do - but how we do it.
SoFi is also proud to be the naming rights partner of SoFi Stadium, home of the Los Angeles Chargers and the Los Angeles Rams.
For more information, visit SoFi.com
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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SoFi Offices
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!
