Sales Concierge Coordinator - 520041

S

Solve IT Strategies, Inc.

Sales Concierge Coordinator - 520041

Frisco, TX
Full Time
Paid
  • Responsibilities

    Job Title/Req: Sales Concierge Coordinator - 520041

    Job Type: VMS - Contract

    Openings: 2

    Client: SoFi

    Location: Frisco, TX

    Duration: 6 months

    Pay Rate: $22-23/hr

    Note: Hybrid - 2 days onsite, 3 days remote

    Potential for extension with proven performance

     

    What you’ll need:

    • 2 + years general customer service experience
    • Strong written and verbal communication skills to answer questions and communicate issues clearly and concisely to associates, members, and upper management
    • Ability to work independently with little or no supervision
    • Professional demeanor and excellent work habits are essential
    • Mortgage, consumer credit, or consumer lending experience
    • NMLS licenses (request not required)
    • Passionate about the member experience
    • Knowledge of regulatory compliance
    • Skillfulness to work well with other departments to meet the company’s performance
    • Exhibit the ability to react to change quickly and implement new processes and procedures

    The Sales Concierge Coordinator is responsible for supporting the Home Loan Mortgage queue to ensure an exceptional member experience. This position will also help the Originator with non-licensed activities as requested. You will be a member advocate to support our core values. You will support a team of 30-40 mortgage professionals, with responsibility for answering member questions, transferring calls to the correct channel, setting up appointments for the MLO’s, and delivering an outstanding member experience.

    What you’ll do:

    • Independently support our mortgage queue to ensure answering queue timely
    • Work on mortgage origination system to review files and answer questions for our members
    • Clearly communicate to our members and ensure our team represents SoFi culture with other channels
    • Handle special member circumstances and problems as they arise
    • Support team in meeting compliance initiatives
    • Provide exceptional member experience
    • Proactively identify, escalate issues and propose recommended solutions regarding potential issues with contributing to operational success
    • Other duties as assigned
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