Sales Concierge Coordinator

at SoFi

TX - Frisco

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)

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.