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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 Enablement and Support Specialist / Program Manager provides hands-on operational and program support to the Sales Enablement function within Home Loans. This role exists to execute and manage the day-to-day enablement activities that support Loan Officers and real estate partners, ensuring consistent access to compliant marketing resources, effective onboarding support, and seamless coordination of sales programs and events.
This position plays a critical role in maintaining execution quality, platform accuracy, and field readiness across a distributed sales organization.
What you’ll do:
Execute and manage the creation, distribution, and ongoing maintenance of sales and marketing collateral, including flyers, social media assets, and automated email templates.
Maintain and curate the sales content library, ensuring all materials are current, brand-aligned, and compliant with mortgage and financial services regulations.
Administer sales enablement platforms by managing Loan Officer rosters, user access, onboarding/offboarding workflows, and quarterly audits.
Serve as a primary point of contact for enablement vendors, coordinating updates, troubleshooting issues, and ensuring platform accuracy.
Support Loan Officer onboarding by partnering with training teams to ensure timely access to tools, systems, and enablement resources.
Deliver platform training and refresher sessions to help Loan Officers effectively use enablement tools in their daily workflows.
Build working relationships with field Loan Officers to identify market-specific needs and support the development of localized assets.
Execute daily social selling and digital content distribution across Loan Officer channels to support consistent brand presence.
Track and report on engagement metrics related to social and digital enablement activities.
Monitor social media and real estate market trends to support ongoing optimization of digital engagement strategies.
Assist with operational logistics for tradeshows and field events, including collateral preparation, giveaways, and post-event follow-up.
Support post-event workflows such as lead list processing, internal debrief coordination, and basic financial administration tasks.
What you’ll need:
Bachelor’s degree in Marketing, Business Administration, Communications, or a related field.
1–3 years of experience in sales enablement, marketing operations, program coordination, or business development.
Experience executing marketing campaigns or enablement initiatives in a distributed or field-based sales environment.
Familiarity with social media platforms, digital marketing workflows, and social selling best practices.
Strong written and verbal communication skills, with the ability to support and engage sales professionals.
Demonstrated ability to manage multiple tactical projects simultaneously while meeting deadlines.
Experience working with CRM systems and marketing or sales enablement platforms (e.g., Salesforce, Total Expert, Volly, LeadPops, ActivePipe, Bonzo or similar).
High attention to detail and comfort working in regulated or compliance-driven environments.
Ability to travel as needed for tradeshows or regional field activities.
Nice to have:
Knowledge of retail mortgage marketing regulations, including RESPA, Fair Lending, and Regulation Z.
Experience supporting real estate agents, Loan Officers, or mortgage sales teams.
Exposure to real estate or mortgage-specific sales enablement tools and workflows.
Familiarity with local real estate market dynamics or agent engagement strategies.
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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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