Retail Loan Officers (RLOs) are key drivers of   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

• Are you interested in this position?

   

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