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Experience Level
Senior
Qualifications
Key Responsibilities:
Lead and manage a portfolio of corporate office tenant improvement projects including new builds, remodels, upfits, decommissions, moves, and infrastructure upgrades.
Create detailed project plans encompassing scope, schedules, budgets, risk registers, and resource allocation.
Oversee the execution of all project phases, ensuring compliance with established schedules and financial limits.
Source, negotiate, and maintain relationships with external vendors and contractors.
Ensure all vendor deliverables align with quality standards and project specifications.
Act as the primary point of contact for clients, stakeholders, and internal teams.
Provide regular project updates and reports on progress, risks, and modifications.
Inspire and guide project teams, clearly delegating tasks and responsibilities.
Monitor team performance and provide support to achieve project milestones.
Identify potential project risks and formulate mitigation strategies.
Address issues swiftly and implement corrective actions as necessary.
Conduct regular inspections and reviews to ensure compliance with project standards.
Maintain accurate and up-to-date project documentation.
Develop robust processes, templates, and playbooks.
Directly manage team members.
About the job
Join our dynamic team as a Senior Project Manager in the Corporate Advisory & Solutions division, where you will lead and ensure the successful completion of commercial real estate projects. This position requires a proactive, detail-oriented professional who excels in multitasking and possesses outstanding organizational skills. Your commitment to exceptional customer service and ability to manage complex project demands will be key to your success.
In this role, you will coordinate all facets of commercial real estate projects, guaranteeing they are delivered on time, within budget, and meet the highest quality standards. Utilize your strong communication skills to build productive relationships with stakeholders and guide your project team toward achieving their objectives.
About LPC
LPC is a leading firm in Corporate Advisory & Solutions, dedicated to delivering exceptional service in the commercial real estate sector. We pride ourselves on fostering a dynamic work environment where innovative solutions thrive.
Full-time|$140K/yr - $175K/yr|Hybrid|Charlotte, North Carolina, United States
Join Our Team as a Loan Officer – Focused on Real Estate Investors! Located in Charlotte, NC (Flexible Hybrid: 1 to 3 days in the office based on your location) | Full-Time Position | Competitive Earnings Potential of $140K–$175K+Are you eager to elevate your career in lending? At Ternus Lending, LLC, we are not just lenders; we are investors who have crafted a unique platform tailored for fellow investors. We excel in providing financing for 1–4 family residential investment properties, enabling our clients to expand their portfolios through innovative loan products that are exclusive to us.Step into a role where you will not only close loans, but also educate, inspire, and empower property investors, all while forging lasting relationships.Your ResponsibilitiesBecome the trusted advisor for residential property investors, expertly guiding them through our specialized loan programs.Master our loan products and systems to efficiently navigate the entire loan process from Due Diligence to Underwriting to Closing.Work intelligently: leverage company-provided leads and utilize our Salesforce database to maximize conversions.Establish rapport, conduct marketing outreach, and confidently qualify clients.Achieve and surpass origination targets — here, high achievers fast-track their career growth.QualificationsWhat We SeekMinimum of 2 years in residential or commercial mortgage lending (or equivalent experience).Proven sales acumen — exceptional ability to build relationships, finalize deals, and cultivate repeat clientele.A Bachelor's degree is advantageous but not mandatory.State mortgage licensing is preferred.Compensation & BenefitsWhat We OfferBase Salary: $50,000 annuallyCommission: $500 per funded loan or 30 BPS of the loan amount (whichever is higher)Earnings Potential: $140K–$175K annually, plus additional bonusesFlexible hybrid work schedule: Enjoy working from home with 1 to 3 days on-site in Uptown CharlotteMonday to Friday workweek — balance your life while maximizing your earning potential.Why Choose Ternus Lending?We understand the challenges investors face, having been in their position ourselves. Our lending platform is designed to address real issues in real estate investing. Our distinctive products and thriving team culture make Ternus Lending a high-growth company where your contributions and earnings can expand simultaneously.Ready to Apply? Submit your resume and complete the assessment linked below. Don’t delay—this opportunity won’t last long!Assessment Link: Take the Assessment Here
Full-time|$50K/yr - $175K/yr|On-site|Charlotte, North Carolina, United States
Join Our Team: Mortgage Loan Officer at Ternus Lending, LLCAre you eager to elevate your career in the burgeoning field of real estate investment lending? Ternus Lending, LLC is actively seeking driven and energetic Mortgage Loan Officers to spearhead success in lending for 1-4 family residential investment properties. This role transcends typical job responsibilities — it presents an opportunity to educate, motivate, and empower property investors while fostering significant relationships within a rapidly expanding market.Your Responsibilities:Serve as the trusted advisor for residential property investors by educating them, originating innovative loan products, and assisting them in reaching their financial aspirations.Stay at the forefront by mastering our lender product offerings, guidelines, and systems to efficiently navigate loans through Due Diligence, Underwriting, and Closing processes.Promote our offerings by distributing engaging marketing materials and conducting thorough customer qualification analyses.Maximize your effectiveness by skillfully managing company-provided leads and Salesforce contact databases, ensuring prompt follow-up and quality lead management.Achieve exceptional results by consistently surpassing weekly, monthly, and annual origination production targets.Why Choose Ternus Lending? At Ternus, we are more than just another lender; we are a collective of seasoned investors who have developed a lending platform by investors, for investors. We understand the journey, challenges, and victories of the real estate industry. Joining our team means entering a world of limitless growth potential and offering distinctive loan products that stand out among traditional options.How to Apply: Ready to make a difference? Submit your resume and complete the assessment linked below. Don’t hesitate—opportunities like this are fleeting!Assessment Link: https://TeamArchitects.asmt.io/X7HNRKK7T/AccountExecutiveJob-Assessment
Join the Growing Team at Marcus & Millichap in CharlotteAre you an ambitious, entrepreneurial sales professional looking to make your mark in the commercial real estate sector? Marcus & Millichap's Charlotte office is expanding, and we invite you to be a part of our dynamic retail investment sales team. We pride ourselves on a proven agent development model that not only fosters collaboration but also offers significant earnings potential.This role operates as a 100% commission-based, 1099 independent contractor position, unlocking unlimited earning potential for those who thrive in a performance-driven environment. Your compensation will derive solely from commissions obtained through successfully closed transactions, which can vary significantly based on your individual performance, transaction volume, and market conditions. In compliance with state and local pay transparency laws, the anticipated annualized commission range for this role is:Inexperienced: $0.00 - $1,000,000+Actual earnings may differ based on the number and size of completed transactions. These commission ranges are provided in good faith for compliance with all relevant regulations and may not reflect compensation for positions based in other regions. Please note that as an independent contractor, this role is not eligible for company-paid benefits.
Join Our Dynamic Team as an Acquisition AgentAt New Western, recognized as the #1 home buyer in the U.S. and a three-time Glassdoor Best Place to Work, our Acquisition Agents are the driving force behind our success. You will engage in sourcing off-market properties, negotiating with sellers, and curating the inventory that fuels thousands of investor transactions.As an Acquisition Agent at New Western, you will thrive in a fast-paced environment, leveraging our cutting-edge market data to make multiple offers on properties each month. Ideal candidates are licensed agents with a background in fix and flip, property management, or wholesaling, and will benefit from unparalleled income potential.
About the Role Marcus & Millichap is hiring an Entry-Level Commercial Real Estate Agent in Charlotte, NC. This position suits people eager to start a career in commercial real estate. The role involves learning industry fundamentals, building client relationships, and supporting real estate transactions. What to Expect Hands-on training and ongoing support from experienced professionals Opportunities to develop skills in client outreach and relationship management Involvement in a variety of commercial real estate transactions
This role offers a hybrid work schedule, with a requirement to be present at our headquarters in South Charlotte, NC from Tuesday to Thursday, and the flexibility to work remotely on Mondays and Fridays.As a Mortgage Loan Originator on our dynamic Sales team, you will serve as the initial point of contact for clients, guiding them through their homebuying journey with expertise and care. You will engage with potential and existing clients via phone and email, offering clear insights into our loan products, prequalification processes, and the subsequent steps—all while fostering strong, trust-based relationships. In collaboration with our Operations and Processing teams, you will manage a substantial pipeline, proactively reach out to generate new business opportunities, and oversee the client experience from the initial conversation through to closing. Join a team that values coachability, teamwork, and a shared commitment to client-first service, because we believe that achieving success the right way is paramount. If you thrive on meaningful interactions, are driven by impact, and are eager to elevate our clients' experiences every day, this is the place for you.
Full-time|On-site|Charlotte, North Carolina, United States
**This role requires in-office presence in Charlotte, NC.**At Griffin Funding, we specialize in consumer direct mortgage solutions, allowing our Loan Officers to engage directly with clients who are eager to finance or refinance their homes. Our substantial investment in marketing and technology enables us to provide high-intent first-party leads, streamlining your sales process. Instead of building a client base from the ground up, our Loan Officers are equipped to respond promptly, provide expert consultation, and convert interested prospects into closed loans.How We Empower Your SuccessExclusive High-Intent Leads: Gain immediate access to inbound leads sourced from our targeted Google SEO and PPC efforts, allowing you to concentrate on closing deals.On-Site Operational Support: Our dedicated Charlotte operations team will manage your files from submission through to closing.More Deals, Less Paperwork: We alleviate the stress of document chasing, enabling you to devote your energy to client advisement and securing deals.What You Will Be Responsible ForHigh-Volume Sales: Handling exclusive inbound leads to convert prospective borrowers into funded loans while maintaining a 5-star customer service approach.Customer Advisement: Evaluating and guiding borrowers through intricate financial processes, suggesting the most suitable mortgage programs to meet their needs. Compliance: Accurately completing applications and ensuring all files comply with federal and state regulations.Collaboration: Working closely with our in-house processing and underwriting teams to facilitate timely loan closures. QualificationsA minimum of 2 years of experience in loan origination within a fast-paced, borrower-focused consumer direct environment.Possession of an active National Mortgage Loan Originator (MLO) license.Familiarity with Non-QM (preferred), Conventional, FHA, and VA loan products.Outstanding communication, time management, and relationship-building skills.
Full-time|On-site|Charlotte, North Carolina, United States
Join M/I Homes, a reputable and established leader in the homebuilding industry for over 50 years, known for crafting high-quality homes with exceptional design. Founded in 1976 by Irving and Melvin Schottenstein, our commitment to customer satisfaction has allowed us to realize the dreams of more than 175,000 homeowners. With operations in 17 markets across the nation, including Charlotte, we pride ourselves on our legacy of quality and excellence.As we continue to expand in North Carolina, we are actively seeking a Mortgage Loan Officer Assistant to join our partner builder financing subsidiary, M/I Financial, located in the heart of Charlotte. The ideal candidate will possess comprehensive knowledge of loan origination processes for various mortgage types, including conventional, FHA, and VA loans. Proficiency in Encompass is essential for this role.This position offers:A stable work environment focused on new home purchase sales—NO refinances.Convenient office location just off I-77 on the near south side of Charlotte.Competitive salary with monthly incentives based on performance metrics.Standard Monday through Friday work schedule.Generous paid time off benefits.All loan operations—origination, processing, underwriting—are handled locally.Collaboration opportunities with a top 15 national builder.Employee discounts on new home purchases.Comprehensive benefits including 401K, profit sharing, plus full medical, vision, and dental insurance.This role is strictly on-site; remote work is not an option.Key Responsibilities:Support loan officers in completing applications for Conventional, FHA, and VA loans, preparing submissions for automated approval, and managing the processing workflow.This role presents a growth opportunity for candidates aspiring to advance to loan officer positions.The company provides paid educational resources for NMLS and State of North Carolina licensing, which is a requirement for this position shortly after the hire date.Qualifications:Collaborate effectively with loan officers, builder sales teams, and new home buyers to facilitate successful transaction processes.Strong verbal and written communication skills are required to engage with a diverse clientele both within and outside the organization.Ability to gather, interpret, analyze, and apply information in relation to underwriting guidelines and requirements.Comfortable reaching out to clients via phone or email to discuss loans, request necessary documentation, and provide assistance as needed.
Join Our Leading Team in Investment Real Estate!At New Western, the premier home buyer in the U.S. and a proud recipient of the Glassdoor Best Places to Work award three times, we invite you to become a part of our dynamic team. We are dedicated to revitalizing neighborhoods, increasing housing availability, and transforming the landscape of sales careers.As an Investment Real Estate Sales Agent, you will dive into the world of investment real estate from day one. You will acquire essential skills, learn how to build a robust pipeline of investors, and master the art of closing deals effectively. The impact you'll make starts now!
Join our dynamic team as a Senior Project Manager in the Corporate Advisory & Solutions division, where you will lead and ensure the successful completion of commercial real estate projects. This position requires a proactive, detail-oriented professional who excels in multitasking and possesses outstanding organizational skills. Your commitment to exceptional customer service and ability to manage complex project demands will be key to your success. In this role, you will coordinate all facets of commercial real estate projects, guaranteeing they are delivered on time, within budget, and meet the highest quality standards. Utilize your strong communication skills to build productive relationships with stakeholders and guide your project team toward achieving their objectives.
Full-time|Hybrid|Charlotte, North Carolina, United States
About Rebuilt:Rebuilt is an innovative Private Equity-backed real estate firm dedicated to creating mutually beneficial opportunities for property sellers and real estate investors. We specialize in sourcing a diverse array of properties, including residential, multifamily, commercial, raw land, and mixed-use properties. With a recent $65 million Series A investment, we are poised for significant expansion, aiming to enhance our presence in established markets and introduce relevant products like private lending, title & escrow, and property management. At Rebuilt (www.rebuilt.com), we are building a unique vertically integrated real estate investment business driven by unparalleled local market expertise and cutting-edge technology solutions.About Your Role:As a Hybrid Real Estate Investment Representative / Disposition Agent, you will serve as a vital connector within Rebuilt, managing the disposition of properties between sellers and our investor network. Through our Emerging Leaders training and development program, you will evolve into a local market real estate investment expert. Your key responsibilities will include:Developing strategic plans to market acquired real estate properties to investors and potential buyers.Negotiating with investors and evaluating offers effectively.Promoting properties to potential investors and conducting property showings.Overseeing the complete disposition process from initiation to closure.Building and maintaining strong relationships with investors and new prospects.Conducting thorough market research to stay updated on current conditions.
Full-time|$37.5K/yr - $37.5K/yr|On-site|Charlotte, North Carolina, United States
Join Ternus as a Junior Account Executive in Charlotte!Location: Charlotte, NCEmployment Type: Full-Time | Monday – Friday | 8:30 AM – 5:30 PMKickstart Your Career with TernusAre you eager to enter the dynamic world of real estate finance, sales, or lending, and thrive in a rapidly growing organization? This position serves as your gateway to Ternus, where exceptional talent not only advances their careers but also gains ownership opportunities through our Employee Stock Ownership Program (ESOP).Whether your aspiration is to excel as a top Account Executive, transition into operations, underwriting, or move into leadership, your journey begins here.About TernusTernus is committed to developing the most reliable, transparent, and efficient lending platform tailored for real estate investors, crafted by real estate investors. We provide 100% financing options across various states, operating with speed, accuracy, and a profound understanding of the investor's perspective.We thrive in a fast-paced environment, set high expectations, and invest substantially in our talent.Position OverviewAs a Junior Account Executive, you will be the initial contact for many of our borrowers and play a vital role in driving our sales pipeline. Your responsibilities will include managing inbound and outbound communications, qualifying deals, assisting with loan applications, and collaborating closely with senior Account Executives to advance deals.This position is designed for proactive individuals who are competitive, receptive to coaching, and eager to rapidly progress within the company.While prior knowledge isn’t required—we’ll provide comprehensive training—what truly matters is your work ethic, positive attitude, and determination to succeed.Key ResponsibilitiesAct as the primary point of contact for new borrower leads through phone, email, and web inquiries.Manage a substantial volume of inbound and outbound calls to qualify new opportunities.Pose relevant questions to evaluate borrower eligibility and suitability of deals.Guide prospects in completing loan applications and collecting necessary documentation.Direct qualified, high-intent leads to senior Account Executives.Follow up on incomplete applications and cultivate pipeline opportunities.Keep accurate records, notes, and activity logs in Salesforce CRM.Assist the sales team with administrative tasks and deal flow coordination.QualificationsWhat We SeekEssential Requirements:Minimum of 1 year of experience in a professional, office, or phone-based role.Excellent verbal communication skills and comfort with phone-based interactions throughout the day.Competitive mindset with a strong desire to excel.
Full-time|Hybrid|Charlotte, North Carolina, United States
About Rebuilt:Rebuilt is an innovative private equity-backed real estate firm committed to creating mutually beneficial opportunities for property sellers seeking a seamless sales experience and for investors looking for exclusive, high-yield properties. We specialize in sourcing a diverse range of properties including residential, multifamily, commercial, raw land, mixed-use, and more. With a recent $65M Series A funding secured, we are poised for significant expansion, enhancing our presence in established markets while integrating complementary services such as private lending, title and escrow, and property management. Visit us at www.rebuilt.com to learn more about our unique, vertically integrated real estate investment model, driven by exceptional local market expertise and cutting-edge technology solutions.Your Role:As a key player at Rebuilt, our Real Estate Investment Representative / Acquisitions Agent is at the forefront of property acquisitions in your market. You will engage with dozens of sellers weekly through scheduled appointments and an extensive pipeline of inbound leads.Conduct numerous in-person meetings each week with property sellersNegotiate acquisition prices and terms for propertiesManage inquiries from potential buyers and sellers in your areaFollow up and cultivate warm real estate leadsPresent our deals to local investorsNetwork and generate organic property leads with our support and proven strategiesDevelop strong relationships with local investors through meetups, networking events, and learning sessionsHow Rebuilt Invests in Your Success:Competitive base salary draw with unlimited commission potentialMileage reimbursement, paid time off, health benefits, and a 401k matchAccess to a vast network of over 100,000 investors nationwideState-of-the-art acquisitions platform and top-tier real estate technologyA dedicated full-time call center in Nashville that pre-qualifies leads and schedules your appointmentsComprehensive business development center focused on your outbound lead generationExtensive onboarding through our Rebuilt University curriculumContinuous one-on-one training and mentorship opportunitiesPotential for career advancement within the organization.
Join our dynamic team at Sage Home Loans as a Loan Processor II, where you will play a critical role in ensuring the efficient processing of loan applications. You will work closely with clients, underwriting teams, and other stakeholders to ensure a seamless loan experience.Your responsibilities will include reviewing loan applications, verifying documentation, and communicating with clients to gather necessary information. This position requires excellent attention to detail, strong communication skills, and the ability to thrive in a fast-paced environment.
Full-time|$55K/yr - $70K/yr|On-site|charlotte, North Carolina, United States
Job Title: Loan ProcessorPosition SummaryJoin our dynamic lending operations team as a Loan Processor! We are looking for a detail-oriented professional with extensive experience in residential investment lending, specifically in Fix-and-Flip and DSCR loan programs. This pivotal role ensures the smooth and precise processing of loans from submission to closing, providing investors and borrowers with a seamless experience.Key ResponsibilitiesLoan Intake & Initial Review: Validate and review loan applications and required documentation including credit, income, entity documents, and purchase contracts. Ensure all submissions to underwriting are accurate and complete. Maintain files in the Loan Origination System (LOS) in compliance with internal and regulatory standards.Borrower Communication & Support: Serve as the primary contact for borrowers, brokers, and the sales team throughout the loan processing cycle. Clearly communicate outstanding document needs, next steps, and timelines.Coordination & Pipeline Management: Work closely with third parties such as title companies, inspectors, insurance agents, and closing agents. Manage a pipeline of active loans to guarantee timely closings. Follow up with internal underwriting and credit teams for file decisions and escalations as necessary. Ensure compliance with loan program guidelines, investor overlays, and risk tolerances.RequirementsEducation & Experience:Proven experience processing loans for real estate investors (single-family, multi-family, short-term bridge loans).Familiarity with various ownership structures (LLCs, corporations, trusts).Technical Skills:Deep understanding of loan documents, title reports, and property insurance requirements.Ability to read and interpret credit, background, entity documents, and title reports.Soft Skills:Exceptional attention to detail and organizational skills.Outstanding written and verbal communication abilities.Strong problem-solving skills and a proactive, solutions-oriented mindset.Ability to excel in a fast-paced, deadline-driven environment.BenefitsBase Salary Range:Entry-Level (1–2 years, limited fix-and-flip/DSCR exposure): $55,000 – $65,000Mid-Level (3–5 years with relevant experience): $65,000 – $70,000Compensation & Benefits:Competitive salary with potential bonus opportunities.Comprehensive health, dental, life, and vision insurance.401(k) retirement plan with company match.
Title Escrow Officer Become a valued member of the Blueprint Title Team at Blueprint Title At Blueprint Title, we are committed to delivering an unparalleled closing experience, making us the go-to title partner for agents within the Blueprint ecosystem. As a rapidly expanding, technology-focused title company, we embody the Blueprint values of Grit, Results, Leadership, Wealth, Teamwork, and Humility. As part of the Blueprint family, you will work alongside a cohesive team dedicated to empowering top real estate professionals and ensuring an outstanding experience for every client. The Title Escrow Officer is crucial in facilitating a smooth and secure closing process while serving as a reliable escrow partner to assigned Blueprint real estate teams. About the Role At Blueprint, our Title Escrow Officers transcend the role of transaction managers; they are trusted allies to real estate agents and their clients. This position is tailored to provide focused escrow support to high-achieving Blueprint teams, ensuring effective communication, consistency, and operational excellence throughout their transactions. As a Title Escrow Officer, you will oversee files from initiation to closing, collaborating closely with internal partners across title, operations, and client engagement. You will also cultivate strong working relationships with the Blueprint real estate teams you support, acting as a reliable point of contact throughout the transaction lifecycle. The ideal candidate excels in a fast-paced, high-volume environment, possesses robust organizational skills, and communicates proactively to keep transactions progressing smoothly. You should be proactive, detail-oriented, and composed under pressure, capable of balancing precision with urgency while providing exceptional service to agents and clients. This position is designed as an in-office or hybrid role, requiring a minimum of two days per week in the office to foster close collaboration with assigned Blueprint teams and internal partners. Your in-person presence enhances relationships, communication, and ensures a consistent, high-touch closing experience. In addition to managing transactions, this position also serves as a relationship steward for assigned Blueprint teams, helping to build trust and maintain service consistency.
Full-time|$50K/yr - $100K/yr|On-site|Charlotte, North Carolina, United States
Exceptional Service. Unmatched Experience. Seamless Closings.At Griffin Funding, we believe that the Mortgage Loan Partner's primary mission is to provide an unparalleled five-star experience for borrowers from the moment their loan is locked until the closing.Our borrowers experience transparency, confidence, and forward momentum.They don't encounter guidelines, conditions, or internal processes; instead, they experience clarity and support.As a Mortgage Loan Partner, you play a pivotal role in shaping their reality — making the process feel effortless and smooth.Role OverviewWhen executed effectively, this role ensures that borrowers find the process entirely manageable.They remain unaware of the challenges you anticipate and address proactively.You are the calming force guiding them through the complexities, enabling them to enjoy the journey.You navigate the road, while they relax in the passenger seat.ResponsibilitiesOnce a loan is locked, the experience transitions to your stewardship.You become the main point of contact for the borrower, serving as their advocate and guide.Your objective is to ensure a smooth, predictable, and professional experience, even amidst complexities.You filter out internal noise, translating essential information and shielding them from unnecessary complications.This role is not just reactive support; it's about designing a proactive borrower experience.Why This Position Stands OutYou take the initiative to identify potential issues before they arise during underwriting or closing.Your proactive approach allows you to solve problems efficiently, ensuring the borrower’s experience is positive throughout.
Full-time|On-site|Charlotte, NC, United States; Denver, Colorado, United States; Seattle, Washington, United States
Join LendingTree as the General Manager of Home Loans and lead our dynamic team in revolutionizing the mortgage industry. In this role, you will drive strategic initiatives, enhance operational efficiency, and foster a culture of excellence. Your leadership will shape the future of home lending, ensuring our customers receive unparalleled service. If you are passionate about innovation and have a proven track record in management, we want to hear from you!
eproinc is seeking a skilled Loan IQ Testing Specialist to join our dynamic team in Charlotte, NC. The ideal candidate will have a strong background in financial services and a proven track record in testing Loan IQ applications. You will play a critical role in ensuring the quality and reliability of our loan management systems.
Employee Applicant Privacy NoticeAbout Us:Join us in shaping a brighter financial future. At SoFi, we are revolutionizing personal finance with innovative, mobile-first technology designed to help millions of members achieve their financial goals. As a next-generation financial services company and national bank, we are proud to be at the forefront of an unprecedented transformation in the industry. Every day, we come to work knowing the impact we have on people's lives, guided by our core values. Invest in yourself, your career, and the financial world with us. Your Role:As a Home Loan Member Advocate III in a mortgage environment, you will engage in various responsibilities including Retention, Loan Restructure, and Customer Service initiatives. Your customer service and sales expertise will be critical as you make outbound calls to existing SoFi members, providing tailored solutions to retain their business. You will also manage loan files needing restructuring to comply with agency guidelines while communicating necessary changes to borrowers.Key Responsibilities:Retention:Identify sales opportunities during customer interactions to retain business.Collaborate with management to develop and refine retention strategies.Coordinate with secondary markets to maintain profitability while retaining borrowers.Evaluate customer service experiences and identify areas for improvement.Provide feedback to enhance the overall client experience.Assess program outcomes and suggest optimizations to management.Loan Restructure:Identify and resolve loan guideline issues.Collaborate with borrowers and operations teams to ensure successful loan restructuring.
Feb 23, 2026
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