Retail Loan Originator Jobs

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The role Retail Loan Officers (RLOs) are key drivers of SoFi Lending Corp.’s 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 eff

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. Retail Production Assistant SoFi is seeking a proactive, high-energy Production Assistant to serve as the backbone for our top-producing Retail Mortgage Loan Originators (MLOs). In this role, you aren’t just a support player; you are the engine that keeps the loan origination process moving. You’ll act as the primary bridge between borrowers, realtors, and our internal operations team, ensuring every file is structured for success from day one. If you are detail-focused, tech-savvy, and thrive in a fast-paced environment, we want to talk to you. What You’ll Do Business Development & Retention: Develop and execute targeted marketing strategies to engage the existing book of business for client retention, while proactively building relationships with prospective clients and key centers of influence to drive new-to-bank growth. Loan Structuring & Analysis: Pull and analyze credit reports, review income/asset documentation, and assist MLOs in determining the optimal loan structure for clients. Pipeline Management: Run Desktop Underwriter (DU), stack files for submission, and proactively request/clear underwriting conditions to ensure "on-time" closings. Client Advocacy: Serve as the primary point of contact for borrowers and realtors, providing status updates and maintaining a seamless white-glove

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. Retail Production Assistant SoFi is seeking a proactive, high-energy Production Assistant to serve as the backbone for our top-producing Retail Mortgage Loan Originators (MLOs). In this role, you aren’t just a support player; you are the engine that keeps the loan origination process moving. You’ll act as the primary bridge between borrowers, realtors, and our internal operations team, ensuring every file is structured for success from day one. If you are detail-focused, tech-savvy, and thrive in a fast-paced environment, we want to talk to you. What You’ll Do Business Development & Retention: Develop and execute targeted marketing strategies to engage the existing book of business for client retention, while proactively building relationships with prospective clients and key centers of influence to drive new-to-bank growth. Loan Structuring & Analysis: Pull and analyze credit reports, review income/asset documentation, and assist MLOs in determining the optimal loan structure for clients. Pipeline Management: Run Desktop Underwriter (DU), stack files for submission, and proactively request/clear underwriting conditions to ensure "on-time" closings. Client Advocacy: Serve as the primary point of contact for borrowers and realtors, providing status updates and maintaining a seamless white-glove

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. Retail Production Assistant SoFi is seeking a proactive, high-energy Production Assistant to serve as the backbone for our top-producing Retail Mortgage Loan Originators (MLOs). In this role, you aren’t just a support player; you are the engine that keeps the loan origination process moving. You’ll act as the primary bridge between borrowers, realtors, and our internal operations team, ensuring every file is structured for success from day one. If you are detail-focused, tech-savvy, and thrive in a fast-paced environment, we want to talk to you. What You’ll Do Business Development & Retention: Develop and execute targeted marketing strategies to engage the existing book of business for client retention, while proactively building relationships with prospective clients and key centers of influence to drive new-to-bank growth. Loan Structuring & Analysis: Pull and analyze credit reports, review income/asset documentation, and assist MLOs in determining the optimal loan structure for clients. Pipeline Management: Run Desktop Underwriter (DU), stack files for submission, and proactively request/clear underwriting conditions to ensure "on-time" closings. Client Advocacy: Serve as the primary point of contact for borrowers and realtors, providing status updates and maintaining a seamless white-glove

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. 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 managem

Retail Account Manager 2 Description - The Retail Account Manager 2 role is responsible for sharing information about the organization's products, achieving sales quotas, and collaborating with partners to create joint business plans. The role monitors partner performance and provides insights to partner business managers. The role identifies new partners, maintains a sales pipeline, and stays informed about industry trends. Responsibilities • Shares information about the organization’s products, services, promotions, and configurations to the partners. • Achieves assigned quotas for organization products, services, and software by effectively promoting and selling them. • Collaborates with partners to develop joint business plans, outlining sales goals, marketing activities, and resource allocation in adherence to legal and ethical practices. • Develops and nurtures strong relationships with stakeholders within partner organizations, fostering trust and collaboration. • Provides insights and guidance to partner business managers or end-user sales teams regarding partners' capabilities and strengths. • Monitors partner performance against targets, providing feedback and guidance for improvement. • Stays updated on industry trends, competitive landscape, and customer needs to tailor sales strategies and recommendations to partners. • Initiates contact with potential partners, introduces the organization's offerings, and gauges their interest in collaboration. • Maintains a record of partner interactions and activities in the sales pipeline and assists in analyzing partner performance data and trends to support decision-making. Education & Experience Recommended • Four-year or Graduate Degree in Sales, Marketing, Business Administration, or any other related discipline or commensurate work

Retail Partner Sales Representative Description - Job Summary • This role is responsible for collaborating with partners to transform leads into joint sales activities, tailoring solutions to meet customer needs in our Consumer Personal Systems business. The role builds strong strategic relationships with partners and promotes the organization's offerings fostering long-term business opportunities. The role mentors junior employees and leads training sessions for partners, continuously monitoring their performance to contribute to the team’s success. Responsibilities • Acts as the expert to the partner for complex information regarding the organization’s products, services, promotions, and configurations. • Develops and maintains account plans to promote sales growth in adherence to legal procedures and requirements. • Partners and transforms potential leads into joint sales activities; creates, fills in, and manages the funnel for deals with partners while achieving and/or exceeding quotas. • Collaborates with partners to tailor solutions that address specific customer needs, including customization of products and services to align with client requirements. • Builds strategic relationships with the partner to ensure long-term business opportunities for the organization. • Promotes and incorporates the organization’s offerings to become a key part of the partner’s business and solutions. • Leads training sessions and workshops for partners, educating them on the latest products, services, and industry trends to enhance their sales capabilities. • Monitors partner performance against targets, analyzing data, and providing insights to drive improvements and optimize outcomes. • Mentors junior team members, sharing expertise, providing guidance, and contributing to their professional development. Educatio

Do you thrive in a fast-paced environment, where you gain a tremendous amount of responsibility? Do you want to be part of an exceptional entrepreneurial team with young, motivated and extremely driven people? And are you curious or passionate about people? If so, you might be our next Managing Director. About us Retail Insights is Northern Europe’s leading retail forum. We are strengthening the retail ecosystem by building a platform for insights, inspiration, and networking, connecting more than 3,000 leaders yearly from more than 15 countries. Retail Insights is part of United Media ( https://www.united-media.com/ ) which focuses on building large scale industry media and conferences products in sectors such as insurance, HR, private equity, retail, etc. As of today, we have organically launched 8 media companies and acquired one. What we offer you As our Managing Director you get the unique opportunity of being a key driver of our exponential growth curve. You’ll be working in-person in your HQ in Copenhagen where you will constantly be pushed out of your comfort zone. To ensure a never ending growth curve, we provide you with: Opportunity of having a real impact - You’ll be getting operational experience in a start-up where both your work and the results are highly tangible and matter to the business. Inspiration and guidance - A chance to work closely with our high performing team as well as with the CEO and founder of our company. Unlimited growth potential in our company - we strongly believe in and have a track record of promoting internally. Travel opportunity: You would be joining our conferences overseas. Invaluable transferable skills - boost your interpersonal, research, organisation, outreach and project management skills through experience and training. Your Responsibilities Responsibilities in this job will be defined as we work together throughout the recruitment process however, they will be mostly centred around: Thinking progressively about how

Do you thrive in a fast-paced environment, where you gain a tremendous amount of responsibility? Do you want to be part of an exceptional entrepreneurial team with young, motivated and extremely driven people? And are you curious or passionate about finance? If so, you might be our Head of Finance. About us Retail Insights is Northern Europe’s leading retail forum. We are strengthening the retail ecosystem by building a platform for insights, inspiration, and networking, connecting more than 3,000 leaders yearly from more than 15 countries. Retail Insights is part of United Media which focuses on building large scale industry media and conferences products in sectors such as insurance, HR, private equity, retail, etc. As of today, we have organically launched 8 media companies and acquired one. What we offer you As our Head of Finance you get the unique opportunity to be a key player in building one of our portfolio companies. By providing you with the ownership of our finances, we want to constantly push you out of your comfort zone. You’ll be working out of our HQ in Copenhagen and to ensure a never ending growth curve, we provide you with: • An opportunity for getting operational experience in a start-up or scale-up where both your work and the results are highly tangible and matters to the business • A chance to work closely together with one of our CEO’s on our finances and budgets as well as report to investors on a monthly basis and participate in board meetings • Unlimited growth potential in our company - we strongly believe in and have a track record of promoting internally Your Responsibilities Your responsibilities will vary; however, some of them will be to: • Conduct monthly, quarterly, and annual reporting of both financial and operational performance • Assume responsibility for day to day finance operations such as cash flow, payments, payroll and P&L • Secure compliance with relevant standards and rules within tax, VAT and transfer pricing • Sup

Do you thrive in a fast-paced environment, where you gain a tremendous amount of responsibility? Do you want to be part of an exceptional entrepreneurial team with young, motivated and extremely driven people? And are you curious or passionate about people? If so, you might be our next Senior managing consultant. About us Retail Insights is Northern Europe’s leading retail forum. We are strengthening the retail ecosystem by building a platform for insights, inspiration, and networking, connecting more than 3,000 leaders yearly from more than 15 countries. Retail Insights is part of United Media ( https://www.united-media.com/ ) which focuses on building large scale industry media and conferences products in sectors such as insurance, HR, private equity, retail, etc. As of today, we have organically launched 8 media companies and acquired one. What we offer you As our Senior managing consultant you get the unique opportunity of being a key driver of our exponential growth curve. You’ll be working in-person in your HQ in Copenhagen where you will constantly be pushed out of your comfort zone. To ensure a never ending growth curve, we provide you with: Opportunity of having a real impact - You’ll be getting operational experience in a start-up where both your work and the results are highly tangible and matter to the business. Inspiration and guidance - A chance to work closely with our high performing team as well as with the CEO and founder of our company. Unlimited growth potential in our company - we strongly believe in and have a track record of promoting internally. Travel opportunity: You would be joining our conferences overseas. Invaluable transferable skills - boost your interpersonal, research, organisation, outreach and project management skills through experience and training. Your Responsibilities Responsibilities in this job will be defined as we work together throughout the recruitment process however, they will be mostly centred around: Thinking progre

Do you want to expand your network and join 1,600+ leaders in the Retail Sector, plus develop your skills in leadership, and public speaking? Now is your chance! Retail Insights organises the largest global events enabling retail and investment innovation by connecting C-level executives with entrepreneurs and investors. Our conferences bring together some of the most important big industry players such as IKEA, Zara, Chanel, Hugo Boss, Flying Tiger, and many more. Have you ever dreamed of being a stage host for an audience of 1.000+, networked with leading investors and entrepreneurs, or seen the operations behind a large-scale conference? We offer the opportunity for students in undergraduate and graduate programmes relating to business and finance, or for people with a strong interest in the Retail sector, to gain exposure to these companies and expand their network through our volunteer programme. Sign up below and join Retail Insights at Clarion Hotel in Copenhagen on the 20th November 2023! You can get a better sense of the conference, in our previous event’s highlights video: https://vimeo.com/user206177215 For more information please visit our website here . PROFESSIONAL BENEFITS: Expand your network with 1600+ leaders, entrepreneurs, investors, C-level executives from the Retail sector. Create your next business opportunity & meet your new mentor Develop your soft skills and receive individual training in management from the Retail Insights Team Receive the official 2023 Retail Insights Volunteer Certificate PERSONAL BENEFITS: Take part in the 2023 Retail Insights Workshop, along with 25+ ambitious and talented people and learn the insights of running the Northern Europe’s largest Retail Conference and the possibilities that this entails. Experience the unique atmosphere of Retail Insights on the day of the conference. Gain valuable knowledge, insights, and inspiration by listening and chatting to the world's leading sp

Do you thrive in a fast-paced environment, where you gain a tremendous amount of responsibility? Do you want to be part of an exceptional entrepreneurial team with young, motivated and extremely driven people? And are you curious or passionate about people? If so, you might be our next Commercial Director. About us Retail Insights is Northern Europe’s leading retail forum. We are strengthening the retail ecosystem by building a platform for insights, inspiration, and networking, connecting more than 3,000 leaders yearly from more than 15 countries. Retail Insights is part of United Media ( https://www.united-media.com/ ) which focuses on building large scale industry media and conferences products in sectors such as insurance, HR, private equity, retail, etc. As of today, we have organically launched 8 media companies and acquired one. What we offer you As our Commercial Director you get the unique opportunity of being a key driver of our exponential growth curve. You’ll be working in-person in your HQ in Copenhagen where you will constantly be pushed out of your comfort zone. To ensure a never ending growth curve, we provide you with: Opportunity of having a real impact - You’ll be getting operational experience in a start-up where both your work and the results are highly tangible and matter to the business. Inspiration and guidance - A chance to work closely with our high performing team as well as with the CEO and founder of our company. Unlimited growth potential in our company - we strongly believe in and have a track record of promoting internally. Travel opportunity: You would be joining our conferences overseas. Invaluable transferable skills - boost your interpersonal, research, organisation, outreach and project management skills through experience and training. Your Responsibilities Responsibilities in this job will be defined as we work together throughout the recruitment process however, they will be mostly centred around: Thinking progressively about

Do you thrive in a fast-paced environment, where you gain a tremendous amount of responsibility? Do you want to be part of an exceptional entrepreneurial team with young, motivated and extremely driven people? And are you curious or passionate about sales? If so, you might be our next Telesales team Lead . About us Retail Insights is Northern Europe’s leading retail forum. We are strengthening the retail ecosystem by building a platform for insights, inspiration, and networking, connecting more than 3,000 leaders yearly from more than 15 countries. Retail Insights is part of United Media ( https://www.united-media.com/ ) which focuses on building large scale industry media and conferences products in sectors such as insurance, HR, private equity, retail, etc. As of today, we have organically launched 8 media companies and acquired one. What we offer you As our Telesales team Lead you'll have the unique opportunity to be part of building and scaling a company. By providing you with the ownership of our telemarketing, we want to constantly push you out of your comfort zone. You’ll be working out of our HQ in Copenhagen and to ensure a never-ending growth curve, we provide you with: An opportunity for getting operational experience in a start-up where both your work and the results are highly tangible and matters to the business A chance to work closely together with the CEO on our sales execution Unlimited growth potential in our company - we strongly believe in and have a track record of promoting internally Your Responsibilities Given our global expansion, the Telesales team Lead role is strategically important to place us as the market leader in the industry. As we start to amass a large client base which needs an extra touch of care and nurture, this will give you an opportunity to build relationships with C-Level execs and SME business owners in the financial and technology sectors. What we expect from you You possess an unparalleled work ethic with a high sense

Do you thrive in a fast-paced environment, where you gain a tremendous amount of responsibility? Do you want to be part of an exceptional entrepreneurial team with young, motivated and extremely driven people? And are you curious or passionate about people? If so, you might be our next Senior Venture Associate. About us Retail Insights is Northern Europe’s leading retail forum. We are strengthening the retail ecosystem by building a platform for insights, inspiration, and networking, connecting more than 3,000 leaders yearly from more than 15 countries. Retail Insights is part of United Media ( https://www.united-media.com/ ) which focuses on building large scale industry media and conferences products in sectors such as insurance, HR, private equity, retail, etc. As of today, we have organically launched 8 media companies and acquired one. What we offer you As our Senior Venture Associate you get the unique opportunity of being a key driver of our exponential growth curve. You’ll be working in-person in your HQ in Copenhagen where you will constantly be pushed out of your comfort zone. To ensure a never ending growth curve, we provide you with: Opportunity of having a real impact - You’ll be getting operational experience in a start-up where both your work and the results are highly tangible and matter to the business. Inspiration and guidance - A chance to work closely with our high performing team as well as with the CEO and founder of our company. Unlimited growth potential in our company - we strongly believe in and have a track record of promoting internally. Travel opportunity: You would be joining our conferences overseas. Invaluable transferable skills - boost your interpersonal, research, organisation, outreach and project management skills through experience and training. Your Responsibilities Responsibilities in this job will be defined as we work together throughout the recruitment process however, they will be mostly centred around: Thinking progressiv

Do you thrive in a fast-paced environment, where you gain a tremendous amount of responsibility? Do you want to be part of an exceptional entrepreneurial team with young, motivated and extremely driven people? And are you curious or passionate about finance? If so, you might be our Finance Manager. About us Retail Insights is Northern Europe’s leading retail forum. We are strengthening the retail ecosystem by building a platform for insights, inspiration, and networking, connecting more than 3,000 leaders yearly from more than 15 countries. Retail Insights is part of United Media which focuses on building large scale industry media and conferences products in sectors such as insurance, HR, private equity, retail, etc. As of today, we have organically launched 8 media companies and acquired one. What we offer you As our Finance Manager you get the unique opportunity to be a key player in building one of our portfolio companies. By providing you with the ownership of our finances, we want to constantly push you out of your comfort zone. You’ll be working out of our HQ in Copenhagen and to ensure a never ending growth curve, we provide you with: • An opportunity for getting operational experience in a start-up or scale-up where both your work and the results are highly tangible and matters to the business • A chance to work closely together with one of our CEO’s on our finances and budgets as well as report to investors on a monthly basis and participate in board meetings • Unlimited growth potential in our company - we strongly believe in and have a track record of promoting internally Your Responsibilities Your responsibilities will vary; however, some of them will be to: • Conduct monthly, quarterly, and annual reporting of both financial and operational performance • Assume responsibility for day to day finance operations such as cash flow, payments, payroll and P&L • Secure compliance with relevant standards and rules within tax, VAT and transfer pricing • Sup