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The role:
The Sales Enablement and Support Specialist / Program Manager provides hands-on operational and program support to the Sales Enablement function within Home Loans. This role exists to execute and manage the day-to-day enablement activities that support Loan Officers and real estate partners, ensuring consistent access to compliant marketing resources, effective onboarding support, and seamless coordination of sales programs and events.
This position plays a critical role in maintaining execution quality, platform accuracy, and field readiness across a distributed sales organization.
What you’ll do:
Execute and manage the creation, distribution, and ongoing maintenance of sales and marketing collateral, including flyers, social media assets, and automated email templates.
Maintain and curate the sales content library, ensuring all materials are current, brand-aligned, and compliant with mortgage and financial services regulations.
Administer sales enablement platforms by managing Loan Officer rosters, user access, onboarding/offboarding workflows, and quarterly audits.
Serve as a primary point of contact for enablement vendors, coordinating updates, troubleshooting issues, and ensuring platform accuracy.
Support Loan Officer onboarding by partnering with training teams to ensure timely access to tools, systems, and enablement resources.
Deliver platform training and refresher sessions to help Loan Officers effectively use enablement tools in their daily workflows.
Build working relationships with field Loan Officers to identify market-specific needs and support the development of localized assets.
Execute daily social selling and digital content distribution across Loan Officer channels to support consistent brand presence.
Track and report on engagement metrics related to social and digital enablement activities.
Monitor social media and real estate market trends to support ongoing optimization of digital engagement strategies.
Assist with operational logistics for tradeshows and field events, including collateral preparation, giveaways, and post-event follow-up.
Support post-event workflows such as lead list processing, internal debrief coordination, and basic financial administration tasks.
What you’ll need:
Bachelor’s degree in Marketing, Business Administration, Communications, or a related field.
1–3 years of experience in sales enablement, marketing operations, program coordination, or business development.
Experience executing marketing campaigns or enablement initiatives in a distributed or field-based sales environment.
Familiarity with social media platforms, digital marketing workflows, and social selling best practices.
Strong written and verbal communication skills, with the ability to support and engage sales professionals.
Demonstrated ability to manage multiple tactical projects simultaneously while meeting deadlines.
Experience working with CRM systems and marketing or sales enablement platforms (e.g., Salesforce, Total Expert, Volly, LeadPops, ActivePipe, Bonzo or similar).
High attention to detail and comfort working in regulated or compliance-driven environments.
Ability to travel as needed for tradeshows or regional field activities.
Nice to have:
Knowledge of retail mortgage marketing regulations, including RESPA, Fair Lending, and Regulation Z.
Experience supporting real estate agents, Loan Officers, or mortgage sales teams.
Exposure to real estate or mortgage-specific sales enablement tools and workflows.
Familiarity with local real estate market dynamics or agent engagement strategies.
SoFi New York, New York, USA Office
Our New York office, located in the meat-packing district, provides an open work environment and is a hub for our finance teams. Our large conference, flexible work spaces, huddle rooms, and shared community areas allows our teams to openly collaborate while looking at some spectacular views.
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