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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:
The Home Equity Loan Processor works directly with individual applicants to review loan applications to ensure that the application is complete and accurate. This requires time and attention to detail. This role ensures the timely and accurate packaging of all loans originated by our Loan Officers using effective communication with multiple parties involved in the loan process.
What you’ll do:
Provide excellent customer service and drive an overall exceptional customer experience using varying forms of communication
Responsible for processing, managing, and acting as the primary contact of a pipeline of Home Equity loans to meet closing deadlines and lock expiration periods.
Maintain a progressing pipeline of 30-50 loan applications.
Effective and timely communication to both external customers (Clients, 3rd Parties, Vendors) as well as internal customers (Loan Officers, Underwriters, Closers).
Maintain and adapt to the changing mortgage guidelines.
Appropriately set borrower expectations for the mortgage process and establish that the processor is the main point of contact until closing.
Holds the responsibility to request, gather, and analyze documentation required from the borrowers, internally, and third parties for underwriting approval.
Adapt easily to change and provide interdepartmental support.
Strive to exceed productivity expectations and standards.
Set appropriate expectations and point of contact with realtors and other referral sources.
Understand and request documentation requirements for mortgage financing (tax transcripts, paystubs, tax returns, income calculation, etc.).
Must be highly organized and proactive; able to meet deadlines in a fast-paced environment.
What you’ll need:
2 years of mortgage processing industry experience preferred
Knowledge of Fannie Mae guidelines
Ability to maintain a pipeline of 30-50 loans of mixed variety
Excellent oral and written communication skills
Works well under time constraints and a constantly changing environment
Has to have a team mentality and work well as a member of a group
Eagerness to delight clients throughout the process and drive overall experiences
Knowledge of Encompass LOS
Top Skills
What the Team is Saying
What We Do
For over a decade, SoFi has helped transform the Fintech industry by creating financial products and services that help people borrow, save, spend, invest, and protect their money better, so they can achieve financial independence and realize their ambitions. Whether it’s owning a home, saving for retirement, paying off their student loans, or helping our members invest - SoFi is there every step of the way. Want to learn more about how it works? Check it out here: https://www.sofi.com/how-it-works/
Our core values are at the center of how we help our millions of members get their money right. They are our guiding principles for how we think about serving our members, building our company, and most importantly, how we work together. At SoFi, it’s not just what we do - but how we do it.
SoFi is also proud to be the naming rights partner of SoFi Stadium, home of the Los Angeles Chargers and the Los Angeles Rams.
For more information, visit SoFi.com
Why Work With Us
Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation Fintech company using innovative, mobile-first technology to help our members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront.
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Employees engage in a combination of remote and on-site work.
For the majority of our workforce who work on a hybrid schedule, the in-office requirement is a handful of days per month!
