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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:
SoFi Bank is seeking a talented Post Close Specialist to join our growing mortgage operations team. This is an on-site position based in our North Carolina office, where you will work alongside a collaborative team responsible for managing loan documentation after funding and ensuring loans are delivered accurately to document custodians.
In this role, you’ll play an important part in the final stage of the mortgage lifecycle, working closely with post-closing teams, settlement partners, and other financial professionals to ensure loan packages are complete, compliant, and delivered on time. The position offers a unique opportunity to gain visibility into how the entire mortgage process comes together—from closing through final delivery.
At SoFi Bank, we believe the values within our organization should reflect the communities we serve. We strive to build a culture that embraces diversity, equity, and inclusion while encouraging innovation and the courage to overcome barriers that stand between our members and their homeownership goals.
What you’ll do:
80% - Administrative
- Manages an active loan pipeline of outstanding collateral documents, and email inbox,
- Scan loan documents into imaging repository system, and update tracking via LOS,
- Shipping and/or upload of loan documents per investor guidelines and provide accurate manifests,
- Forward documentation to appropriate document custodian upon request,
- Researches and resolves loan exceptions identified through the document custodian review process,
- Engage with title companies and county recorders offices as appropriate,
- Maintains accurate updates of actions taken to resolve delinquent loans,
- Meets team SLA’s and ensures loan success.
20% - Communicating
- Escalates issues to leaders as appropriate to create action plans for loan resolution,
- Assist with production and other projects as needed.
Travel Required: None
- On-site Required | Charlotte, NC office
Please note the above percentage breakdowns are estimates and are based on overall team and market conditions.
What you’ll need:
- Experience with Encompass is a plus
- Must be a team player with strong attention to detail and able to work independently.
- Strong business acumen and ability to interface with internal and external customers alike.
- Demonstrate behaviors which are aligned with the organization’s desired culture and values.
- Basic understanding of mortgage documentation preferred
- Conventional, FHA and VA experience a plus
- Excellent interpersonal and communication skills
- Strong analytical and organizational skills with high attention to detail and accuracy
- Highly motivated with a passion for success and delivering remarkable service
- Proficiency in Microsoft Office
Education and Experience
- A minimum of 1 year of mortgage experience
- High School diploma or GED required
Professional Licenses or Certifications
- No license required
What the Team is Saying
SoFi Compensation & Benefits Highlights
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Parental & Family Support — Up to 12 weeks fully paid parental leave, paid caregiver leave, fertility/adoption resources, and subsidized backup childcare/eldercare are offered. Pet insurance and family-building support further broaden the coverage.
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Healthcare Strength — Medical, dental, and vision coverage is paired with company-paid short- and long-term disability and life insurance. Mental-health support via Modern Health and employer HSA contributions enhance overall health support.
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Leave & Time Off Breadth — Flexible vacation for exempt employees, generous PTO for non-exempt, paid holidays, and early-release “SoFi Fridays” expand time-off options. An additional 16 hours of paid volunteer time underscores community engagement.
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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!
