Mortgage Loan Originator
Posted on 3/31/2023
Frisco, TX, USA
Experience Level
Desired Skills
Customer Service
Lead Generation
  • 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
  • Great telephone 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
  • Evaluate initial loan applications and documentation to confirm credit worthiness and ability to repay
  • Complete initial analysis of applicants' credit, income, by verifying initial decisions and communicating this to the applicant
  • 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 critical to successfully move loans through the sales process to funding
  • Communicate suspense, loan approval and/or declinations to ensure customer is informed at all times
  • Coordinate and manage realtors, builders, mobile signers and other third parties
  • Oversee loan process to ensure timely delivery and content communication with borrower of initial disclosures, changed circumstance re-disclosing, delivery of closing disclosure and closing documents
  • 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
  • Ensure all leads provided are worked with highest degree of urgency, meeting or exceeding customer expectations throughout the loan originations process
Desired Qualifications
  • Two to four (2-4) years 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

1,001-5,000 employees

Lender and financial services provider
Company Overview
SoFi’s mission is to help people reach financial independence to realize their ambitions.
  • 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.
Company Core Values
  • Put our members’ interests first.
  • Run after problems.
  • Embrace diversity. Everyone should feel welcome, included and able to contribute.
  • Get to the truth and make principle-based decisions.
  • Make your footprint bigger than your foot.
  • Do the right thing. If you’re not sure, do the harder thing.
  • Set ambitious goals, be gritty, be accountable.
  • Take care of other people and help them grow.
  • Iterate, learn, innovate.
  • Be SoFi missionaries.
  • …and don’t forget to smile.