SoFi

Finance / FinServ

MortgageLoanCoordinator

charlotte, north carolina, united states
The Brief

“Mortgage Loan Coordinator at SoFi. Skills: Scheduling refinance closings, Customer service, Loan file review, Fee reconciliation. Scheduling refinance closings with members in a timely manner. Providing exceptional customer service to our borrowers”

Industry & Context.

Finance / FinServ
Eligibility Requirements

Available to work varying hours and overtime if needed

What They're Looking For.

Must Have

Prior mortgage industry experience is a plus

What You'll Do.

Scheduling refinance closings with members in a timely manner

Providing exceptional customer service to our borrowers

Reviewing the loan file to ensure all parties associated with the loan have had a closing disclosure properly disclosed

Communicating directly with borrowers

time and location of the closing

Reviewing and updating fees from outside title companies from requests received from processors

Monitoring the ALTA Recon pipeline to reconcile the final signed CD and the Final ALTA from the title company

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

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

How You'll Work.

Team & Collaboration

Communicating directly with borrowers; Escalate loans to LO, closer or processor as needed

Communication Scope

Excellent written and verbal communication skills

Free ATS check

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