SoFi
Finance / FinServ
MortgageLoanCoordinator
Neural analysis suggests this role is
optimal for Entry candidates.
“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.
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
Full Job Description
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 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
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