Utilize customer service and sales skills to make outbound calls to existing SoFi Members and provide appropriate resolutions to retain their business
Job Summary
Utilize customer service and sales skills to make outbound calls to existing SoFi Members and provide appropriate resolutions to retain their business.
Work with loan files that need to be restructured to meet agency guidelines and make outbound calls to borrowers to review any needed changes.
Identify sales opportunities while servicing customers in order to retain business and work with management to create, optimize, and evolve retention strategies.
Matching Summary
Utilize customer service and sales skills to make outbound calls to existing SoFi Members and provide appropriate resolutions to retain their business.
Skills & Requirements
Must-have
Mortgage industry sales experience
Customer service and sales skills
Retention strategies
Loan guideline adherence
Pipeline management
Nice-to-have
Encompass LOS and Optimal Blue knowledge
Day One Certainty Validations
HomeReady and HomePath products
Key Requirements
Bachelor's Degree
2 years of proven sales experience
Licensed loan officer
NMLS licensing required
Fannie Mae, Freddie Mac, VA and FHA Guidelines knowledge