Home Loans Member Advocate

The role

As a Home Loan Member Advocate III working in a mortgage environment, you will perform multiple duties while in this role which include Retention, Loan Restructure, and Customer Service efforts. You will utilize your customer service and sales skills to make outbound calls to existing SoFi Members and provide the customer with an appropriate resolution / offer that will retain their business. You will also utilize your customer service, product knowledge and sales skills to work with loan files that need to be restructured to meet agency guidelines and to make outbound calls to borrowers to review any needed changes.

What you’ll do : Retention :

• Identify sales opportunities while servicing customers in order to retain business
• Work with management to create, optimize, and evolve retention strategies to keep clients in the future
• Work closely with secondary markets to ensure minimum company profitability margins are still met while retaining existing borrowers
• Identify areas of customer improvement
• Evaluate the customer service experience
• Develop an understanding of what is needed to create a great client experience
• Provide direct feedback to management to ensure sales and operations teams are providing excellent customer service
• Evaluate program results and optimize as needed with management

Loan Restructure :

What you’ll need :

Nice to have :

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!

Pay range : $22.20 - $41.63

Payment frequency : Hourly

This role is also eligible for a bonus and competitive benefits. More information about our employee benefits can be found in the link above.