Mortgage Sales Assistant

The Sales Assistant Frontline Telephone Representative’s primary function is to perform customer service duties including responding to all initial borrower inquiries; including telephone, secure chat, website, overflow and/or email correspondence.

By joining SoFi, you’ll become part of a forward-thinking technology company that is transforming financial services with innovative loan products and investment tools. Recently ranked as one of the fastest growing fintech companies in the Bay Area, we’ve grown from 150 to 500+ employees in the past year and just raised a $1 Billion round of funding. We offer the excitement of a rapidly growing startup with the stability of a seasoned management team.

Key Duties and Responsibilities:

  • Answer questions regarding applying online at
  • Direct customers to website for questions regarding products and pricing
  • Routing callers to licensed Mortgage Loan Originator when needed
  • Follow general mortgage customer service scripts
  • Check general mortgage voice mail box and return calls promptly or direct to appropriate party
  • Make outbound phone calls on fail credit pulls and obtain needed information to move application forward
  • Copy all mortgage inquiries and process communications to SoFi proprietary systems
  • Order soft pull credit reports as needed
  • Assist with Tri-Merge credit report ordering at MLO direction
  • Cross train on other support roles within Sales/Operations and fill in as necessary


  • Excellent communication and telephone customer service skills
  • Excellent general computer skills and strong attention to detail
  • Ability to work in Microsoft Word and Excel and on multiple screens.
  • Ability work in very fast paced environment
  • Ability to work independently after given clear direction
  • Knowledge of general Mortgage lending systems, products and underwriting preferred


  • Amazing work environment: lunch and snacks provided
  • Competitive compensation and bonus
  • Stock options
  • Generous paid time off
  • Medical, dental, vision, life and disability insurance
  • Healthcare and commuter FSA


  • College degree preferred. High School Diploma or GED required


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