Job Detail

Mortgage Sales Trainer at SoFi
Cottonwood Heights, UT, US
Our trainers facilitate the new hire and skills based training to the front-line call center agents in all the product lines SoFi offers. We are looking for those that will engage learners using adult learning methodology and who will develop and motivate new employees in their early tenure. The trainer should expect to work with all levels of management and collaborate with policy writers, designers and other team members to build training content.

This person must have experience in the mortgage industry and should understand the different roles of played in the life of a mortgage.

By joining SoFi, you're joining a new kind of finance company based around speed, transparency, and alignment with our members’ interests. Our goal is to be the center of our members’ financial lives. We created student loan refinancing, addressing the biggest financial challenge this new generation has through a new approach to lending. We expanded into other types of loans, and then into insurance and wealth management with similarly inventive products. As the company has grown, we’ve been able to help more people with these tools.

SoFi has achieved significant growth, with big plans ahead. In just the last year, we've more than doubled our member base (260,000 strong), doubled loan volume ($8 billion in 2016), and grown our team from under 200 people to more than 900. We're preparing to go global, with expansion to Australia and Canada planned this year. And we're well capitalized to power all this growth, having raised $1.9 billion in equity backing. But we'll only be able to continue this growth with great talent, and that includes you.


Facilitate training to ensure consistent and complete understanding of the programs.
Planning, coordinating and conducting training for new and existing personnel.
Assess and monitor the progress of learners during training.
Coach and develop learners for improvement and retention.
Identify performance gaps, root cause, and provide solutions to training peers.
Research and answer inquiries from learners to improve knowledge and understating.
Assist in the evaluation of the effectiveness of training based on learner feedback.
Attend weekly conference calls, workgroups and other meetings.
Other duties, as assigned.

Strong knowledge adult learning principles, methods, and techniques.
Problem solving and organizational skills.
High degree of flexibility and ability to effectively prioritize and complete multiple tasks.
Ability to work independently and in a collaborative team environment.
Effectively communicates with multiple levels of leadership.
Excellent presentation and public speaking skills.
Proficiency in Microsoft Office.
Professional demeanor and attitude.
Experience in Encompass a plus.
Must be willing to travel for weeks at a time.

Catered lunches, a fully stocked kitchen, and onsite gym.
Competitive salary packages, bonuses, and stock options.
A flexible vacation policy allows you to truly relax and reboot.
Comprehensive health, vision, dental, and life insurance as well as disability benefits.
100% of health, vision, and dental premiums paid by SoFI for employees and their dependents.
401(k) and education on retirement planning.
Tuition reimbursement on approved programs, up to $5,250 a year.
Monthly contribution to help you pay off your student loans.