Mortgage Closing Coordinator

Posted 2 Days Ago
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Charlotte, NC
Hybrid
Entry level
Fintech • Mobile • Software • Financial Services
SoFi’s mission is to help people reach financial independence to realize their ambitions.
The Role
Support refinance loan closings from scheduling through post-disbursement reconciliation. Communicate with borrowers, title companies, and internal teams; ensure Closing Disclosures, fees, escrow, and payoff items are accurate; enter and maintain closing data; monitor ALTA reconciliation and resolve issues to ensure compliant, timely closings.
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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 Closing Coordinator is an entry-level operations role responsible for supporting refinance loan closings from scheduling through post-disbursement reconciliation. This role exists to ensure closings are scheduled accurately and on time, required disclosures are properly delivered and acknowledged, and loan files are reviewed for fee, escrow, and payoff accuracy prior to closing. The Closing Coordinator works directly with borrowers, processors, internal closing partners, and title companies to support a smooth, compliant closing experience and reduce downstream post-close issues.


What you’ll do
  • Contact borrowers within established SLAs via phone and email to confirm closing dates, times, and locations

  • Review loan files to ensure all required parties have received and acknowledged the Closing Disclosure

  • Send initial Closing Disclosures when required parties have not yet been properly disclosed

  • Communicate directly with borrowers regarding closing logistics and expectations

  • Enter and maintain accurate closing scheduling information in internal systems

  • Send closing scheduling notifications to title companies and confirm receipt

  • Escalate loans to Loan Officers, Closers, or Processors when borrowers are unresponsive or issues may impact closing timelines

  • Review loans in the pre-balance pipeline to support loan readiness for processing

  • Update title fees in the system based on fee sheets received from processors and title companies

  • Review escrow and prepaid items to ensure they are set up accurately in the loan file

  • Review payoff documentation to confirm amounts are current and not expired prior to closing

  • Monitor the ALTA reconciliation pipeline after loan disbursement

  • Reconcile the final signed Closing Disclosure with the Final ALTA received from the title company

  • Provide consistent, high-quality customer service to borrowers throughout the closing process

  • Perform additional duties as assigned to support closing operations and business needs

  • Support varying work hours and overtime as required to meet operational demands


What you’ll need
  • High school diploma or equivalent

  • Strong written and verbal communication skills

  • Ability to manage multiple priorities and meet deadlines in a fast-paced, deadline-driven environment

  • High attention to detail with a strong commitment to accuracy

  • Comfort reviewing loan documents and working within mortgage systems

  • Ability to collaborate effectively with borrowers, title partners, and internal operations teams

  • Flexibility to work varying schedules and overtime as required by business needs


Nice to have
  • Prior mortgage industry experience, particularly in closing, processing, or post-close support

  • Experience working in Encompass or a similar loan origination system

  • Familiarity with escrow, prepaid, payoff, or title fee components of mortgage loans


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 RightsSoFi 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 [email protected].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.

Top Skills

Encompass,Greenhouse,Loan Origination System

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The Company
HQ: San Francisco, CA
4,500 Employees
Year Founded: 2011

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.

For the majority of our workforce who work on a hybrid schedule, the in-office requirement is a handful of days per month!

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