The role:

The Sales Enablement Operations Manager supports the Home Loans organization by owning the operational execution of sales enablement programs that drive loan production, improve sales efficiency, and strengthen relationships with real estate partners. This role exists to ensure loan officers have timely access to compliant tools, resources, events, and marketing support needed to grow referral volume and execute effectively in local markets.

The role partners closely with Sales Enablement, Marketing, and Sales Leadership to operationalize enablement strategies, manage sales-related events and brand activations, support social selling and marketing initiatives, and assist with onboarding and administrative enablement activities.

What you’ll do: 

Event & Brand Activation Operations

• Own execution of local market events and tradeshows that support brand awareness and real estate partner engagement

• Manage end-to-end event logistics, including booth coordination, vendor management, signage, food and beverage, and on-site execution

• Identify and execute creative in-market brand activation opportunities aligned to existing events and partnerships

• Support client appreciation events and local sponsorship activations

• Document networking interactions and coordinate post-event follow-up activities, including debriefs and lead engagement support
   

Social Selling & Digital Enablement

• Curate and distribute approved social media content for loan officers across platforms such as LinkedIn, Facebook, and Instagram

• Serve as an initial point of contact for loan officers needing guidance on social selling tools, best practices, and content usage

• Monitor industry and social media trends within real estate and mortgage markets and prepare summaries for internal stakeholders
   

Marketing & Sales Support

• Partner with loan officers on market-specific collateral requests to support events, real estate partners, seminars, sponsorships, and local initiatives

• Coordinate execution of sales contests and incentive programs in alignment with Home Loans strategy teams

• Facilitate updates to loan officer web pages and Home Loans landing pages by coordinating with corporate marketing and following established governance processes

• Assist with tracking and reporting on marketing and enablement performance metrics
   

Onboarding & Administrative Enablement

• Support onboarding of new loan officers by partnering with training teams to ensure access to tools, resources, and enablement materials

• Develop and maintain relationships with real estate brokerages and associations to support recruiting and market expansion efforts

• Collaborate with sales leadership to understand recruitment needs and support targeted recruiting initiatives

• Participate in interviews and candidate assessments as requested by Sales Enablement leadership

What you’ll need:

• Bachelor’s degree in Marketing, Business Administration, or a related field, or equivalent professional experience

• 5–7 years of directly relevant experience in sales enablement operations, marketing operations, event management, or related roles

• Experience managing multiple priorities in a fast-paced, deadline-driven environment

• Strong organizational, project management, and communication skills

• High attention to detail with the ability to execute operational processes consistently and accurately

• Experience working with CRM systems (e.g., Salesforce, Total Expert, Volly, LeadPops, ActivePipe, Bonzo or similar), Microsoft Office tools (Excel, PowerPoint), and social media platforms

• Ability to travel to support key tradeshows and in-market events

Nice to have:

• Experience supporting sales teams in financial services, mortgage, or real estate environments

• Familiarity with loan officer marketing regulations and compliance requirements (e.g., RESPA, Fair Lending, Regulation Z)

• Experience coordinating with hotel event staff, tradeshow vendors, and external production partners

• Knowledge of local real estate markets and mortgage industry practices

Consumer Direct Growth & Sales Enablement to drive revenue acceleration within our Home Loans business. This is a senior individual contributor role responsible for building and optimizing scalable inbound and outbound growth strategies that increase funded loan volume without linear headcount expansion.

This leader will operate at the intersection of Performance Marketing, Sales Leadership, Data, and Operations to:

• Increase lead acquisition efficiency
• Improve outbound sales productivity
• Optimize conversion performance
• Drive measurable funded volume growth
• Enhance lifecycle monetization across SoFi’s member base
  
  

This role is not traditional marketing support. It is a revenue-focused growth operator accountable for measurable production impact in a high-velocity Consumer Direct model.

What you’ll do:

Consumer Direct Growth Strategy & Funnel Ownership (25%)

• Manage and continuously optimize the end-to-end consumer funnel from acquisition through funded loan.
• Identify and eliminate conversion bottlenecks across digital, outbound, and sales workflows.
• Partner with Performance Marketing to align campaign targeting with conversion capability.
• Develop structured experimentation frameworks (A/B testing, messaging refinement, landing page optimization).
• Build reporting dashboards that tie funnel performance directly to funded revenue.
  
  

Outbound Growth & Campaign Development (25%)

• Optimize and execute scalable outbound marketing strategies supporting a predominantly outbound sales force.
• Develop segmented campaigns targeting:
  
  
• SoFi member cross-sell opportunities
• Refinance recapture pools
• Rate-trigger and credit-qualified prospect segments
• Lifecycle reactivation audiences
  
  
• Build multi-touch outbound cadences aligned with LO outreach.
• Partner with CRM and Data teams to implement trigger-based campaigns.
• Track and optimize campaign-to-lock attribution and ROI.

Sales Conversion Enablement (20%)

• Develop high-performance outbound and inbound sales frameworks.
• Standardize speed-to-lead expectations, follow-up cadence, and objection-handling methodologies.
• Analyze LO-level performance data to identify conversion variance.
• Provide structured performance insights to Sales Leadership.
• Build scalable playbooks, scripts, and training resources aligned to campaign messaging.

Revenue Analytics & Executive Reporting (15%)

• Translate marketing and sales performance data into actionable revenue strategies.
• Model incremental funded volume impact from campaign initiatives.
• Quantify CAC-to-funded loan economics and identify optimization opportunities.
• Present performance insights and growth strategies to senior leadership.
• Provide quarterly revenue impact reporting tied to initiatives launched.

Lifecycle & Portfolio Monetization (10%)

• Partner with Lifecycle Marketing to design nurture journeys for:
  
  
• Pre-application prospects
• Fall-out borrowers
• Funded recapture opportunities
  
  
• Identify opportunities to increase repeat transaction volume and member lifetime value.
  Collaborate with Pricing and Capital Markets to refine segment positioning.

Talent & Market Positioning Support (5%)

• Support recruitment efforts for high-performing Consumer Direct Loan Officers.
  Contribute to onboarding design to accelerate time-to-productivity.
  Help refine the value proposition for top talent in a digital-first mortgage platform.

What you’ll need:

• 8+ years of experience in consumer direct mortgage, fintech lending, or high-performance sales organizations.
• Demonstrated ownership of revenue-impacting initiatives at scale.
• Proven experience building outbound marketing engines tied to measurable funded volume.
• Strong understanding of mortgage conversion metrics, funnel analytics, and sales productivity modeling.
• Advanced proficiency interpreting performance marketing KPIs (CPL, CAC, ROAS, lock rate, pull-through, cycle time).
• Experience influencing cross-functional stakeholders (Sales, Marketing, Product, Ops) without direct authority.
• Ability to operate independently in fast-paced, ambiguous environments.
• Exceptional analytical and financial modeling skills.
• Executive-level communication and presentation capabilities.

Preferred Qualifications:

• Active NMLS license or prior experience as a Loan Officer.
• Experience with real estate agent coaching or training.
• Knowledge of specific local real estate markets.

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 effectiveness and customer experience through ongoing training and development
  
  
• Maximize monthly funded loan volume while maintaining quality and compliance standards
  
  
• Manage and convert a pipeline of centrally provided leads while delivering a high-touch, consultative retail experience

What you’ll need:

• 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 
• Strong Communication 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

Nice to have:

• Two to four (2-4) years of 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 

Why you’ll love working here

• Competitive salary packages and bonuses
• Comprehensive medical, dental, vision and life insurance benefits
• Generous vacation and holidays
• Paid parental leave for eligible employees
• 401(k) and education on retirement planning
• Tuition reimbursement on approved programs
• Monthly contribution up to $200 to help you pay off your student loans
• Great health & well-being benefits including: telehealth parental support, subsidized gym program
• Fully stocked kitchen (snacks and drinks)

The role

Mortgage Loan Originators (MLOs) drive SoFi Lending Corp.’s Mortgage sales team. MLOs are responsible for the customer experience throughout the mortgage origination process by guiding the member/customer through the mortgage application, creating a different kind of mortgage experience than the industry norm.

What you’ll do:

• Evaluate initial loan applications and documentation to confirm creditworthiness and ability to repay 
• Complete initial analysis of applicants’ credit and 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 move loans through the sales process to funding successfully. 
• Communicate suspense, loan approval, and/or declinations to ensure the customer is always informed. 
• Coordinate and manage realtors, builders, mobile signers, and other third parties. 
• Oversee loan process to ensure timely delivery and content communication with the 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 the highest degree of urgency, meeting or exceeding customer expectations throughout the loan origination process 
• This role will focus on originating 1st Lien Mortgages, but as business needs shift, this role may originate Home Equity Mortgages. 

What you’ll need:

• 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

Nice to have:

• 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 products, 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