Sofi · Charlotte, NC

Home Equity Processor

🏢 Sofi📍 Charlotte, NC 🕐 Posted 50 days ago
⏱ Full-timeHome Loans Ops Strategy✅ Direct from employer ATS
Apply on Sofi
ℹ️ Please note: This listing is sourced from a third-party job board. Jobnique is a job search platform and is not the employer for this role. The hiring company is Sofi.

About this role

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

The Role: The Home Equity Mortgage Processor works directly with individual applicants to review loan applications to ensure that the application is complete and accurate. This requires time and attention to detail. This role ensures the timely and accurate packaging of all loans originated by our Loan Officers using effective communication with multiple parties involved in the loan process

What You’ll Do: Provide excellent customer service and drive an overall exceptional customer experience using varying forms of communication Responsible for processing, managing, and acting as the primary contact of a pipeline of Home Equity loans to meet closing deadlines and lock expiration periods

Maintain a progressing pipeline of 30-50 loan applications

Effective and timely communication to both external customers (Clients, 3rd Parties, Vendors) as well as internal customers (Loan Officers, Underwriters, Closers)

Maintain and adapt to the changing mortgage guidelines

Appropriately set borrower expectations for the mortgage process and establish that the processor is the main point of contact until closing

Holds the responsibility to request, gather, and analyze documentation required from the borrowers, internally, and third parties for underwriting approval

Handles the fillfullment of broker channel loan offerings from members Adapt easily to change and provide interdepartmental support

Strive to exceed productivity expectations and standards

Set appropriate expectations and point of contact with realtors and other referral sources

Understand and request documentation requirements for mortgage financing (tax transcripts, paystubs, tax returns, income calculation, etc.)

Must be highly organized and proactive; able to meet deadlines in a fast-paced environment

What You’ll Need: 2 years of mortgage processing industry experience pr

Apply on Sofi