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
- SoFi Bank is seeking a talented Post Close Specialist to take on a fast paced and rewarding opportunity within our organization. As a Post Close Specialist, you will be responsible for maintaining strong relationships with our investors, post-closing teams, and other financial professionals, to help deliver high-quality loans. At SoFi Bank we believe our ideals and values within our walls should match that of the communities we serve. We strive to create a culture that embraces diversity, equity, and inclusion while encouraging innovation and courage to tackle whatever barriers exist between our customers and their mortgage goals.
80% - Administrative
- Manages an active loan pipeline of outstanding collateral documents, and email inbox,
- Process all received mail, label and file documents by assigned investor,
- 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 Position
- 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
