SoFi→
Mortgage Loan Coordinator at SoFi in Charlotte, NC
Entry LevelOn-siteFull-timeCharlotte, NC$40k–$75k/yr
Skills
mortgage industry knowledgeclosing disclosure reviewloan file reviewtitle fee updatingescrow setup reviewprepaid setup reviewpayoff amount verificationalta reconciliationdeadline management
Job Description
Summary: SoFi is a next-generation financial services company and national bank using innovative technology to help members reach their financial goals. The Mortgage Loan Coordinator is responsible for scheduling refinance closings and providing exceptional customer service to borrowers while ensuring all necessary disclosures are managed appropriately.
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
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
Preferred Qualifications:
- Prior mortgage industry experience is a plus
Required Skills: Mortgage industry knowledge, Closing disclosure review, Loan file review, Title fee updating, Escrow setup review, Prepaid setup review, Payoff amount verification, ALTA reconciliation, Deadline management
Benefits: This role is also eligible for a bonus and competitive benefits., To view all of our comprehensive and competitive benefits, visit our **[Benefits at SoFi](https://sofietyinfo.sofi.com/sofi-benefits)**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., SoFi offers reasonable accommodations to candidates with physical or mental disabilities.
Benefits
This role is also eligible for a bonus and competitive benefits.
To view all of our comprehensive and competitive benefits, visit our **[Benefits at SoFi](https://sofietyinfo.sofi.com/sofi-benefits)**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.
SoFi offers reasonable accommodations to candidates with physical or mental disabilities.