Employee Applicant Privacy Notice
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
Skills Required
- Excellent written and verbal communication skills
- Ability to prioritize and meet deadlines
- Must be detail oriented with a commitment to accuracy
- Prior mortgage industry experience
What the Team is Saying
SoFi Compensation & Benefits Highlights
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Healthcare Strength — Benefits materials describe comprehensive medical, dental, and vision coverage with mental‑health support, EAP, and wellness programs. Feedback suggests some plans include options with 100% company‑paid premiums.
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Parental & Family Support — Parental and family supports include up to 12 weeks fully paid parental leave, fertility/adoption resources, and subsidized backup child and elder care. Pet insurance is also available.
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Leave & Time Off Breadth — Time away benefits include flexible vacation for exempt employees, generous PTO/sick time for non‑exempt staff, and paid holidays. Early‑release “SoFi Fridays” are also cited.
SoFi Insights
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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SoFi Offices
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!
