Home Equity Processor

SoFi Technologies
Charlotte
Workplace: OnsiteFull timeUSD 27.2 - 31.28 hourlyFunction: Communications, PR & CommunitySkills: ["Attention to detail","Organization","Proactive","Time management","Teamwork"]

Review and manage home equity loan applications to ensure they are complete, accurate, and ready for underwriting and closing. Serve as primary point of contact for a pipeline of 30–50 loans, communicating with applicants, loan officers, underwriters, closers, and third parties. Maintain progress against deadlines and lock expiration periods, gather and analyze borrower documentation, and adapt to changing mortgage guidelines.

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SoFi Technologies
SoFi Technologies
3 days ago

Home Equity Processor

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 23 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Review and manage home equity loan applications to ensure they are complete, accurate, and ready for underwriting and closing. Serve as primary point of contact for a pipeline of 30–50 loans, communicating with applicants, loan officers, underwriters, closers, and third parties. Maintain progress against deadlines and lock expiration periods, gather and analyze borrower documentation, and adapt to changing mortgage guidelines.
Location: Charlotte
Workplace: Onsite
Employment Type: Full time
Job Function: Communications, PR & Community
Seniority: Mid level

Key Responsibilities

  • •Review home equity loan applications for completeness and accuracy.
  • •Manage and act as primary contact for a pipeline of 30–50 home equity loans to meet closing deadlines and lock expiration periods.
  • •Communicate effectively with external customers and internal teams across the loan process.
  • •Request, gather, and analyze required borrower and third-party documentation for underwriting approval.
  • •Adapt to changing mortgage guidelines and set borrower expectations through closing.

Pay and Benefits

Salary: USD 27.2 - 31.28 hourly

Key Requirements

  • •2+ years of mortgage processing industry experience preferred
  • •Maintain a pipeline of 30–50 home equity loans of mixed variety
  • •Knowledge of Encompass LOS
  • •Excellent oral and written communication skills
  • •Knowledge of Fannie Mae guidelines
Experience:Mortgage processingLendingLoansHome equity
Skills:Attention to detailOrganizationProactiveTime managementTeamwork
Languages:English
Tech Stack:Encompass LOS

Company Brief

SoFi Technologies
Provides digital financial services including lending, banking, investing, and credit products through a consumer-focused online platform. SoFi serves individuals looking to manage money, borrow, save, invest, and protect their finances in one place.
Industry: Neobanking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: San Francisco, United States
Founded: 2011
WebsiteLinkedIn