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Mortgage Coaching Jobs (NOW HIRING)

SoFi

Mortgage Coach

Frisco, TX

Experience training, motivating, monitoring, and coaching sales teams * Excellentwritten and verbal ... Mortgage, consumer credit, or consumer lending experience * Ability to motivate sales team to ...

CrossCountry Mortgage

Outside Loan Originator

Mortgage coaching available. Qualifications and Skills: * NMLS License Required under the S.A.F.E. Act of 2008. * Experience with and/or knowledge of retail product philosophy, policy, underwriting ...

CrossCountry Mortgage

Outside Loan Originator

Boise, ID · On-site

Mortgage coaching available. Qualifications and Skills: * Active NMLS license. * Experience proactively soliciting new business. * Mortgage origination experience, preferred. * Encompass experience ...

CrossCountry Mortgage

Outside Loan Originator

Mortgage coaching available. Qualifications and Skills: * NMLS License Required under the S.A.F.E. Act of 2008. * Experience with and/or knowledge of retail product philosophy, policy, underwriting ...

SoFi

Mortgage Coach

Frisco, TX · On-site

Experience training, motivating, monitoring, and coaching sales teams * Excellentwritten and verbal ... Mortgage, consumer credit, or consumer lending experience * Ability to motivate sales team to ...

CrossCountry Mortgage

Senior Loan Officer

Mortgage coaching available. Qualifications and Skills: * NMLS License Required under the S.A.F.E. Act of 2008. * Experience with retail product philosophy, policy, underwriting, procedures ...

CrossCountry Mortgage

Senior Loan Officer

Mortgage coaching available. Qualifications and Skills: * NMLS License Required under the S.A.F.E. Act of 2008. * Experience with and/or knowledge of loan origination, retail product philosophy ...

CrossCountry Mortgage

Sr. Loan Officer

Mortgage coaching available. Qualifications and Skills: * NMLS License Required under the S.A.F.E. Act of 2008. * Experience with retail product philosophy, policy, underwriting, procedures ...

CrossCountry Mortgage

Loan Originator

Houston, TX · On-site

Mortgage coaching available. Qualifications and Skills: * NMLS License Required under the S.A.F.E. Act of 2008. * Experience with and/or knowledge of retail product philosophy, policy, underwriting ...

New

CrossCountry Mortgage

Loan Officer

Phoenix, AZ · On-site

Mortgage coaching available. Qualifications and Skills: * NMLS License Required under the S.A.F.E. Act of 2008. * Experience with retail product philosophy, policy, underwriting, procedures ...

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Mortgage Coaching information

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$28

$60

How much do mortgage coaching jobs pay per hour?

As of Jul 13, 2026, the average hourly pay for mortgage coaching in the United States is $28.95, according to ZipRecruiter salary data. Most workers in this role earn between $14.90 and $42.79 per hour, depending on experience, location, and employer.

What are some typical challenges faced by mortgage coaches when helping clients navigate the loan approval process?

Mortgage coaches often encounter challenges such as helping clients understand complex loan requirements, addressing credit issues, and managing expectations about loan eligibility. They must stay up-to-date with changing lending regulations and effectively communicate these changes to clients in an easy-to-understand manner. Building trust and rapport is key, as clients may feel overwhelmed or anxious about financial decisions, so strong interpersonal skills and patience are essential for success in this role.

What is the 3 7 3 rule in mortgage?

The 3-7-3 rule in mortgage coaching refers to a guideline for managing mortgage payments: paying 3% of the loan balance as a down payment, aiming to pay off the mortgage in 7 years, and maintaining a 3% reserve or emergency fund. Mortgage coaches often use this rule to help clients develop manageable repayment strategies and improve financial stability.

What is the difference between Mortgage Coaching vs Mortgage Loan Officer?

AspectMortgage CoachingMortgage Loan Officer
CredentialsTypically no formal licensing, but may have certifications in coaching or financeRequires state licensing and NMLS registration
Work EnvironmentOne-on-one coaching sessions, often remotely or in-personBank, credit union, or mortgage brokerage offices, and client meetings
Primary FocusGuiding clients through mortgage options, improving financial readinessOriginate, evaluate, and process mortgage loan applications
Industry UsageUsed by mortgage professionals to support clients' financial literacyCore role in mortgage lending institutions

Mortgage Coaching focuses on educating and guiding clients to make informed mortgage decisions, often without direct involvement in loan processing. In contrast, Mortgage Loan Officers actively originate and process mortgage applications, requiring licensing and direct lender engagement. Both roles serve the mortgage industry but have distinct responsibilities and credentials.

Will MLO be replaced by AI?

Mortgage Loan Officers (MLOs) perform complex tasks such as assessing borrower needs, explaining loan options, and providing personalized service that currently cannot be fully replaced by AI. While AI tools can assist with data analysis and streamline processes, the human element remains essential for client communication, trust-building, and regulatory compliance in mortgage coaching roles.

What are the key skills and qualifications needed to thrive as a Mortgage Coach, and why are they important?

To thrive as a Mortgage Coach, a strong background in mortgage lending, financial analysis, and industry regulations is essential, often supported by experience in mortgage origination or loan processing. Familiarity with loan origination systems (LOS), customer relationship management (CRM) tools, and relevant certifications such as NMLS are typically important. Outstanding communication, mentorship, and problem-solving skills help build trust with clients and support their professional growth. These skills and qualities are vital for ensuring compliance, optimizing client outcomes, and fostering success within the mortgage industry.

What is a mortgage coach?

A mortgage coach is a professional who helps clients understand mortgage options, financing strategies, and repayment plans. They often use financial tools and provide personalized advice to assist clients in making informed home financing decisions.

What is mortgage coaching?

Mortgage coaching is a service where experienced professionals guide individuals or businesses through the home loan process. A mortgage coach helps clients understand different mortgage options, improve their credit profiles, and develop strategies to qualify for the best possible loan terms. They provide personalized advice, answer questions about the lending process, and support clients in making informed decisions. This coaching can be beneficial for both first-time homebuyers and those looking to refinance or invest in real estate.

How much does a mortgage broker make on a $500,000 mortgage?

Mortgage brokers typically earn a commission based on a percentage of the loan amount, often around 0.5% to 1%, which would be $2,500 to $5,000 on a $500,000 mortgage. Their income can vary depending on the broker's experience, the lender, and the specific commission structure, and they may also receive additional fees or bonuses for volume or performance.
More about Mortgage Coaching jobs
What cities are hiring for Mortgage Coaching jobs? Cities with the most Mortgage Coaching job openings:
What states have the most Mortgage Coaching jobs? States with the most job openings for Mortgage Coaching jobs include:
What job categories do people searching Mortgage Coaching jobs look for? The top searched job categories for Mortgage Coaching jobs are:
Mortgage Coaching jobs near you
Infographic showing various Mortgage Coaching job openings in the United States as of July 2026, with employment types broken down into 85% Full Time, 12% Part Time, 1% Temporary, and 2% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $60,206 per year, or $28.9 per hour.
Mortgage Coach

Mortgage Coach

SoFi

Frisco, TX

Other

Posted 27 days ago

Job description

The Mortgage Coach is responsible for supporting the entire sales team of Loan Originators, including training, developing and motivating to ensure the team understands how to use all tools given to them, while also ensuring every member interaction becomes an exceptional interaction with SoFi. You will be a part of the leadership team and will focus on influencing the Loan Originators on high performing team performance while maintaining exceptional member experience.

What you'll do:

  • No direct reports, however, are responsible for influencing team members to maximize performance
  • Master all task associates are required to perform
  • Train, motivate, monitor, and coach new associates
  • Weekly lunch and learns to ensure skills for originators are sharp
  • Conduct Sales Training on New Products and Sales Initiatives
  • Handle special member circumstances and problems as they arise
  • Ensure team is following procedures, as well as regulatory compliance
  • Provide exceptional member experience
  • Proactively identify, escalate issues and propose recommended solutions regarding potential issues with contributing to operational success
  • Drive excellence in every member interaction
  • Other duties as assigned

What you'll need:

  • Minimum Bachelors or Associate Degree or significant experience in the industry
  • 3 + years of experience in mortgage 1 lien and home equity originations
  • 3 + years general customer service experience
  • Centralized sales experience or processing center management experience
  • Experience training, motivating, monitoring, and coaching sales teams
  • Excellentwritten 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
  • Ability to motivate sales team to exceed performance expectations
  • Demonstrated success motivating and leading a team of sales professionals to meet or exceed rigorous sales targets
  • Passionate about member experience
  • Knowledge of regulatory compliance
  • Ability to work well with technology and the desire to help design workflows and processes to enhance our sales strategy and volumes
  • Ability to assist with and support infrastructure needed to support growing a sales team
  • Ability to react to change quickly and implement new processes and procedures

Nice to have:

  • Mortgage Sales Management experience or its equivalent, preferred


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