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.
What you’ll do:
Thoroughly review all post-closing loan documents to ensure accuracy, completeness, and compliance with company policies, investor requirements, and regulatory guidelines.
Prepare, validate, and deliver final loan packages to investors within required timeframes, ensuring adherence to investor-specific guidelines and purchase eligibility standards.
Accurately enter and maintain loan information in the company’s loan processing system, ensuring data integrity throughout the post-closing and investor delivery lifecycle.
Serve as the primary point of contact for internal and external parties regarding post-closing documentation, investor suspense conditions, and delivery-related issues.
Identify, research, and resolve discrepancies, investor conditions, and post-closing defects to ensure timely and accurate loan delivery.
Stay current with mortgage regulations and investor guidelines and ensure all post-closing and delivery activities comply with federal, state, and company policies.
Perform quality control reviews on closed loan files to ensure they meet both investor delivery requirements and regulatory standards.
Maintain organized and efficient electronic filing systems for all post-closing and investor delivery documentation.
Generate and analyze reports related to post-closing performance, delivery pipelines, suspense items, and investor funding timelines.
What you’ll need:
- Minimum of 3 years of experience in mortgage post-closing with strong investor loan delivery experience required
- High school diploma or equivalent required; associate or bachelor’s degree in business, finance, or a related field preferred
- Strong attention to detail and organizational skills
- Experience working with investor guidelines, purchase conditions, and loan delivery requirements
- Excellent communication and interpersonal abilities
- Proficiency in mortgage LOS systems and MS Office applications (Word, Excel, Outlook)
- Ability to manage multiple priorities and deadlines in a fast-paced, deadline-driven environment
- Strong problem-solving skills with the ability to resolve investor suspense items and delivery defects independently
- In-depth understanding of mortgage post-closing processes, investor delivery requirements, and regulatory compliance
Skills Required
- Minimum of 3 years of experience in mortgage post-closing, loan processing, or a related field
- High school diploma or equivalent required; associate or bachelor's degree in business, finance, or a related field preferred
- Strong attention to detail and organizational skills
- Excellent communication and interpersonal abilities
- Proficiency in mortgage software and MS Office applications (Word, Excel, Outlook)
- Ability to manage multiple tasks and deadlines in a fast-paced environment
- Problem-solving skills and the ability to handle complex issues with minimal supervision
- In-depth understanding of mortgage loan processing, post-closing procedures, and regulatory requirements
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!
