Home Equity Closing Coordinator

United StatesFull-TimeMid-levelOther

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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.

The role

  • The Closing Coordinator is an entry-level role responsible for supporting the successful and timely scheduling of mortgage loan closings while delivering a positive borrower experience. This role exists to ensure all required closing disclosures are properly delivered and acknowledged, closing details are accurately coordinated with borrowers and title partners, and post-disbursement documentation is reconciled correctly. By managing these critical steps, the Closing Coordinator helps keep loans moving efficiently to close and ensures compliance and accuracy throughout the final stages of the loan lifecycle.

What you’ll do

  • Contact borrowers within established SLAs via phone and email to confirm closing dates, times, and locations
  • Review loan files to ensure all required parties have received and acknowledged the Closing Disclosure
  • Send initial Closing Disclosures when required parties have not yet been properly disclosed
  • Communicate directly with borrowers regarding hybrid loan closings and closing logistics
  • Enter and maintain accurate scheduling information within internal systems
  • Send closing scheduling notifications to title companies and confirm receipt
  • Escalate loans to the Loan Officer, Closer, or Processor when borrowers are unresponsive or issues arise that may impact closing timelines
  • Monitor the ALTA reconciliation pipeline after loan disbursement
  • Reconcile the final signed Closing Disclosure with the Final ALTA received from the title company
  • Provide consistent, high-quality customer service to borrowers throughout the closing process
  • Perform additional duties as assigned to support closing operations and business needs
  • Support varying work hours and overtime as needed to meet operational demands
  • Contact borrowers within established SLAs via phone and email to confirm closing dates, times, and locations
  • Review loan files to ensure all required parties have received and acknowledged the Closing Disclosure
  • Send initial Closing Disclosures when required parties have not yet been properly disclosed
  • Communicate directly with borrowers regarding hybrid loan closings and closing logistics
  • Enter and maintain accurate scheduling information within internal systems
  • Send closing scheduling notifications to title companies and confirm receipt
  • Escalate loans to the Loan Officer, Closer, or Processor when borrowers are unresponsive or issues arise that may impact closing timelines
  • Monitor the ALTA reconciliation pipeline after loan disbursement
  • Reconcile the final signed Closing Disclosure with the Final ALTA received from the title company
  • Provide consistent, high-quality customer service to borrowers throughout the closing process
  • Perform additional duties as assigned to support closing operations and business needs
  • Support varying work hours and overtime as needed to meet operational demands

What you’ll need

  • High school diploma or equivalent
  • Strong written and verbal communication skills
  • Ability to manage multiple priorities and meet deadlines in a fast-paced environment
  • High attention to detail with a strong commitment to accuracy
  • Comfort working with loan documents and navigating internal systems
  • Ability to professionally communicate with borrowers, title partners, and internal teams
  • Flexibility to work varying schedules and overtime as required by business needs
  • High school diploma or equivalent
  • Strong written and verbal communication skills
  • Ability to manage multiple priorities and meet deadlines in a fast-paced environment
  • High attention to detail with a strong commitment to accuracy
  • Comfort working with loan documents and navigating internal systems
  • Ability to professionally communicate with borrowers, title partners, and internal teams
  • Flexibility to work varying schedules and overtime as required by business needs

Nice to have

  • Prior experience in the mortgage industry or a related financial services role
  • Familiarity with loan closing processes or disclosure requirements
  • Experience working in a customer-facing, service-oriented environment
  • Prior experience in the mortgage industry or a related financial services role
  • Familiarity with loan closing processes or disclosure requirements
  • Experience working in a customer-facing, service-oriented environment

Job Summary

CompanySoFi
LocationUnited States
TypeFull-Time
LevelMid-level
DomainOther
Home Equity Closing Coordinator at SoFi (United States) | WorkWay