About the role

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 Mortgage Loan Coordinator is an entry level position who is responsible for scheduling reﬁnance
closings with members in a timely manner while providing exceptional customer service to our
borrowers. This is accomplished by reviewing the loan ﬁle to ensure all parties associated with the
loan have had a closing disclosure properly disclosed and communicating directly with borrowers,
the date, time and location of the closing. This role is also responsible for reviewing and updating
fees from outside title companies from requests received from processors through encompass. After
loans disburse the closing coordinator will also monitor the ALTA Recon pipeline to reconcile the ﬁnal
signed CD and the Final ALTA from the title company.

Responsibilities:

● Call and email borrowers within SLA to conﬁrm the scheduling information
● Review loans to ensure there is proper closing disclosure acknowledgment
● Send out initial closing disclosures as needed if not all required parties were disclosed to
● Provide excellent customer service to all borrowers
● Escalate loans to LO, closer or processor as needed if a borrower is not being responsive to
scheduling request
● Enter scheduling information correctly into the system
● Send the scheduling email to the title company
● Review loans in the pre-balance pipeline to pre-balance loans for processing
● Update the title fees in the system per the fee sheet in the ﬁle
● Review the escrows to ensure set up correctly
● Review prepaids to ensure set up correctly
● Review the payoﬀ in ﬁle to ensure not expired and loan is updated with the correct amount
● Monitor the ALTA recon pipeline to reconcile the ﬁnal signed CD and the ﬁnal ALTA from title
● Performs other duties as required

Qualiﬁcations:

● Excellent written and verbal communication skills
● Ability to prioritize and meet deadlines.
● Available to work varying hours and overtime if needed.
● Must be detail oriented with a commitment to accuracy
● Prior mortgage industry experience is a plus

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 SoFi page!

SoFi 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

SoFi is committed to an inclusive culture. As part of this commitment, SoFi 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.

Skills & Tags

go ai mobile data

Aplyr's read

SoFi blends technology and finance to empower individuals with tailored financial solutions, attracting tech-savvy professionals eager to innovate in personal finance.
Synthesized from recent postings & public sources

What's promising

•SoFi offers a diverse range of financial products, appealing to a wide customer base.
•The company invests heavily in technology, attracting skilled engineers and tech professionals.
•SoFi's focus on personalized financial advice sets it apart in the digital finance sector.

What to watch

•SoFi operates in a highly competitive market with numerous established financial institutions.
•Regulatory changes in the financial sector could impact SoFi's operations and growth.
•Limited public information about SoFi's long-term profitability and financial stability.

Why SoFi

•SoFi integrates social elements into finance, creating a community-focused financial experience.
•The company offers a unique blend of financial products and tech-driven solutions.
•SoFi's personalized financial advice leverages technology to tailor services to individual needs.

Aplyr’s read is generated by AI from public sources. Was it useful?

About SoFi

SoFi

sofi.com

View company

SoFi, short for Social Finance, is a personal finance company that provides a range of financial products including student and personal loans, mortgage refinancing, and investment management services. The company aims to help individuals achieve financial independence and success through innovative technology and personalized financial advice.