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Retail Loan Originator in Frisco: guide customers through mortgage origination using innovative technology.
Earn competitive salary, benefits, and growth opportunities with a leading national bank.
Employee Applicant Privacy Notice
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 foreground. 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
Retail Loan Officers (RLOs) are key drivers of SoFi Lending Corp.’s mortgage sales organization. RLOs are responsible for delivering an exceptional, end-to-end customer experience by guiding members through the mortgage origination process and providing a modern, transparent alternative to the traditional mortgage experience.
What you’ll do:
Evaluate initial loan applications and supporting documentation to assess creditworthiness and repayment ability
Perform preliminary analysis of applicants’ credit, income, and assets, communicating initial eligibility and next steps clearly to the customer
Communicate key origination timelines, product options, pricing, and underwriting requirements throughout the loan lifecycle
Proactively engage with applicants through outbound communication to obtain required documentation and ensure timely progression from application to funding
Clearly communicate loan status updates, conditions, approvals, and/or declinations to ensure customers are informed at every stage
Coordinate with realtors, builders, mobile notaries, and other third-party partners to support a smooth transaction
Manage the loan process to ensure timely and accurate delivery of disclosures, re-disclosures due to changed circumstances, and closing documentation
Continuously enhance sales effectiveness and customer experience through ongoing training and development
Maximize monthly funded loan volume while maintaining quality and compliance standards
Manage and convert a pipeline of centrally provided leads while delivering a high-touch, consultative retail experience
What you’ll need:
Professional demeanor and strong work ethic with the ability to establish and build working relationships with SoFi applicants, guiding them from initiation to successful completion of the loan process
Driven by high performance in a high expectation commission environment
Strong verbal and written communication skills
Industry leading pipeline management skills
Background or previous experience in financial services and sales in an inbound or outbound call center
Solid time management skills and the ability to prioritize activities
Ability to establish and maintain working relationships with team members
Must be computer literate with above average proficiency in MS Office and internet skills
Strong Communication skills including communicating clearly and effectively both verbally and in writing
Ability to learn and navigate multiple systems / applications / workflows
Ability to exhibit grace under pressure, while successfully navigating stressful work assignments or situations efficiently and effectively
Ability to meet critical deadlines under stressful conditions
Self-motivated and able to work independently
Able to move between tasks and duties quickly and efficiently
Excellent organizational skills
Excellent prioritization and time management skills
Nice to have:
Two to four (2-4) years of successful origination of loans; residential mortgage loan experience preferred but not required.
Strong knowledge of federal, state and/or regulatory requirements of mortgage lending
Overall good knowledge and understanding of mortgage product, pricing and underwriting guidelines
Consultative sales skills in a mortgage sales organization
High volume transaction processing experience exhibiting the ability to follow written procedures and processes with a high level of accuracy and attention to detail
Any individual state mortgage licensing is considered a plus
Ability to obtain and maintain individual state license(s) and SAFE act compliance
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
Fully stocked kitchen (snacks and drinks)
Compensation and Benefits
The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location.
To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!
SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
The Company hires the best qualified candidate for the job, without regard to protected characteristics.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
New York applicants: Notice of Employee Rights
SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
Internal Employees
If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.