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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:
We are seeking a detail-oriented and self-directed Mortgage Funding Specialist to join our team. In this role, you will be responsible for reviewing executed closing documents for accuracy, ensuring all funding conditions are met, and coordinating the timely and accurate funding of mortgage loans. This position requires excellent communication skills, the ability to prioritize tasks effectively, and a strong sense of urgency.
What you’ll do:
- Review executed closing documents for completeness and accuracy.
- Verify that all loan conditions have been satisfied prior to funding.
- Request and balance wire transfers in accordance with funding requirements.
- Ensure timely and accurate disbursement of loan funds.
- Coordinate and communicate with internal departments, title companies, settlement agents, and other external parties to resolve issues and ensure a smooth funding process.
- Use loan origination systems such as Encompass to manage and track funding activities.
- Maintain clear and professional verbal and written communication.
- Prioritize and manage multiple tasks in a fast-paced, deadline-driven environment.
- Follow company policies, procedures, and compliance regulations related to mortgage funding.
What you’ll need:
- High school diploma or equivalent required; Associate’s or Bachelor’s degree preferred.
- Previous experience in mortgage funding, closing, or related fields required.
- Knowledge of Encompass loan origination system is strongly preferred.
- Exceptional attention to detail and organizational skills.
- Strong sense of urgency and accountability.
- Ability to work independently and manage time effectively.
- Excellent interpersonal, verbal, and written communication skills.
Nice to have:
- Familiarity with mortgage documentation and compliance requirements.
- Experience with wire transfer processes and balancing procedures.
Top Skills
What We Do
SoFi wasn’t built to be a bank. Or a technology company. We were built for one mission: help people achieve financial independence so they can realize their ambitions.
Redefining an entire industry isn’t easy work—and it’s not for the faint of heart. It takes a certain kind of team. People with diverse perspectives and expertise, united by a common sense of purpose. People willing to challenge assumptions but always do the right thing. People proving that innovation and responsibility don’t have to compete, but can come together to create something truly unconventional in the world.
For the last eight years, we’ve been charting this new path forward. We call it The SoFi Way.
At SoFi, we don’t just talk about culture: we live it. The SoFi Way is how we show up every day, how we make decisions, and how we build for our members, clients, and each other.
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.
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