Full-Time
Home Equity Loan Officer
Posted on 4/11/2024
Offers comprehensive digital financial services
Junior
Cottonwood Heights, UT, USA
- Minimum of 2 years of experience in the mortgage industry
- Professional demeanor and strong work ethic
- Strong verbal and written communication skills
- Previous experience in financial services and sales in an inbound or outbound call center
- Solid time management skills
- Ability to establish and maintain working relationships with team members
- Great telephone skills
- Ability to learn and navigate multiple systems/applications/workflows
- Self-motivated and able to work independently
- Excellent organizational skills
- Excellent prioritization and time management skills
- Evaluate initial loan applications and documentation
- Complete initial analysis of applicants' credit and income
- Communicate critical origination timeline, product, pricing, and underwriting requirements to all applicants
- Perform outbound calls to applicants and work with the applicant to ensure receipt of required documentation
- Coordinate and manage realtors, builders, mobile signers, and other third parties
- Oversee loan process to ensure timely delivery and content communication with the borrower
- Improve upon and refine sales and customer service knowledge and techniques via ongoing training
- Maximize the number of qualified loans funded monthly
- Manage and maintain your pipeline of leads provided to you from a centralized lead generation engine
SoFi offers a range of modern financial products and services, utilizing innovative technologies to support borrowing, saving, spending, investing, and financial protection, enabling financial independence and goal attainment. The company leverages technology to provide comprehensive financial solutions, focusing on innovative methods to support its offerings.
Company Stage
IPO
Total Funding
$6.2B
Headquarters
San Francisco, California
Founded
2011
6 month growth
↑ 0%1 year growth
↑ 2%2 year growth
↑ 11%Benefits
You’re taken care of. SoFi employees receive comprehensive health, vision, dental, life insurance, and disability benefits—as well as flexible time off, fitness, fertility, and family planning options.
Realize your ambitions. We want to help our employees achieve financial freedom, just like our members. That’s why we contribute $200 per month toward your student loans to help pay down your debt—plus free financial classes.
Never stop learning. We offer frequent training, mentorship opportunities, and leadership programs to develop our people. We also cover tuition costs for approved programs, up to $5,250 per year.