Employee Applicant Privacy Notice

Who we are:

Shape a brighter financial future with us.

Together with our members, we’re changing the way people think about and interact with personal finance.

We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.

The Role:

As a Production Manager, you will lead a team of 10–12 Retail Loan Originators. You are responsible for training, motivating, and managing performance to drive team success while ensuring an exceptional experience for every member. Your goal is to facilitate loan closings at or ahead of target while maintaining high service standards.

What You’ll Do:

• Lead, coach, and develop a team of retail mortgage originators.
• Own production performance metrics, including locks, funds, pull-through, and cycle time.
• Set expectations for daily activity, pipeline health, and conversion discipline.
• Drive go-to-market strategies with realtor partners, builders, and referral programs.
• Act as a second-level escalation point for member, pricing, and execution issues.
• Ensure alignment between Sales and Operations for predictable throughput.
• Maintain adherence to So Fi policies, the SAFE Act, and regulatory requirements.
• Identify risks, implement corrective actions, and drive continuous improvement.
• Support recruiting, onboarding, and change management for new products and tools.
• Collaborate cross-functionally with Marketing, Ops, Compliance, and Analytics.

What You’ll Need:

• Bachelor’s or Associate degree, or equivalent industry experience.
• 3+ years of sales management experience, specifically in mortgage or consumer lending.
• Current NMLS license.
• Proven track record of leading teams to meet or exceed rigorous sales targets.
• Experience in centralized sales or processing center management.
• Strong communication skills and a professional demeanor.
• Deep knowledge of regulatory compliance and the mortgage industry.
• Ability to work independently and adapt quickly to process changes.
• Passion for the member experience and developing efficient workflows.

Key Responsibilities:

1. Team Leadership & Performance Management: Directly manage and develop a team of 10–12 Retail Loan Originators. Monitor KPIs such as lock volume, funded units, and pull-through rates.
2. Strategic Growth & Business Development: Execute go-to-market strategies and partner with Marketing to optimize lead flow. Assist in recruiting and onboarding top-tier talent.
3. Operational Excellence & Escalation: Bridge the gap between Sales and Operations. Serve as an escalation point for complex pricing or service issues and lead change management initiatives.
4. Compliance & Risk Mitigation: Ensure all activities adhere to the SAFE Act and internal policies. Proactively identify and mitigate production risks.

Why You’ll Love Working Here:

• Competitive salary and performance bonuses.
• Comprehensive medical, dental, vision, and life insurance.
• Generous vacation, holidays, and paid parental leave.
• 401(k) with retirement planning education.
• Tuition reimbursement and $200 monthly student loan contributions.
• Subsidized gym programs and telehealth support.
• Employer-paid lunches and a fully stocked kitchen.Compensation and Benefits
  The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location.

To view all of our comprehensive and competitive benefits, visit our Benefits at So Fi page!
So Fi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
The Company hires the best qualified candidate for the job, without regard to protected characteristics.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
New York applicants: Notice of Employee Rights
So Fi is committed to an inclusive culture. As part of this commitment, So Fi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.

Internal Employees

If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.