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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 Loan Setup Analyst III will use shared inboxes and pipelines to support the internal loan team through the management of the appraisal order as well as receiving early-stage FHA and VA documents. The team member will also ensure SoFi is staying within compliance regarding TILA/RESPA disclosure laws.
What you’ll do:
- Enforce Lock Desk policy (Loan Setup is under the Lock Desk umbrella)
- Assist the company’s internal partners with loan re-disclosure, FHA/VA case number transfers, credit card refund/charge requests, MAVENT fails, and file escalations
- Work the assigned pipelines for quick file milestone movement
- Contact FHA and VA to process applicable underwriting conditions associated with the loan file
- Monitor various shared email in-boxes and perform work within SLA to include appraisal orders, disclosing to borrowers, advertising loans, etc.
- Ensure the accuracy of fees for outbound disclosures
- Review pass/fail logic on applicable files to ensure compliance accuracy
- Monitor robotics outcome reports and scrub loans that fail, to queue back up for automation or work manually
What you’ll need:
- A four-year college business degree or other related field is preferred
- Microsoft Excel proficiency
- Ability to work quickly, accurately, and independently in a fast-paced environment
- Comfortable working under a high level of confidentiality
- Able to work an assigned pipeline of FHA/VA loan products
- Detail-oriented and strong time management/ organizational skills
- Excellent verbal, written, and interpersonal skills
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. This is a hybrid role with two days in the Charlotte, NC office location per week. This role is Monday - Friday, 40 hours a week. Overtime is available when volume supports it.
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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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Hybrid Workspace
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!
