Mortgage Loan Coordinator

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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

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!

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 Rights

SoFi 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 accommodations@sofi.com.

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.