Home Equity Processor

SoFi Technologies
Charlotte
Workplace: OnsiteFull timeUSD 27.2 - 31.28 hourlyFunction: Communications, PR & CommunityExperience: 2+ yearsSkills: ["Attention to detail","Organizational skills","Proactive mindset","Time management","Teamwork"]

Process and manage a pipeline of home equity loan applications to ensure documents are complete and accurate for underwriting and closing. Serve as the primary point of contact, coordinating timely communication with borrowers, loan officers, underwriters, closers, and third parties. Maintain compliance with changing mortgage guidelines, set borrower expectations, and request, gather, and analyze documentation to support underwriting approval while adapting to broker channel fulfillment needs.

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FursaFursa
SoFi Technologies
SoFi Technologies
3 days ago

Home Equity Processor

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

Job Summary

Process and manage a pipeline of home equity loan applications to ensure documents are complete and accurate for underwriting and closing. Serve as the primary point of contact, coordinating timely communication with borrowers, loan officers, underwriters, closers, and third parties. Maintain compliance with changing mortgage guidelines, set borrower expectations, and request, gather, and analyze documentation to support underwriting approval while adapting to broker channel fulfillment needs.
Location: Charlotte
Workplace: Onsite
Employment Type: Full time
Job Function: Communications, PR & Community
Seniority: Mid level

Key Responsibilities

  • •Review home equity loan applications to ensure they are complete and accurate for underwriting and closing.
  • •Process, 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 and timely with external customers (clients, third parties, vendors) and internal partners (loan officers, underwriters, closers).
  • •Request, gather, and analyze borrower and third-party documentation required for underwriting approval.
  • •Adapt to changing mortgage guidelines and set borrower expectations for the mortgage process until 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 loans of mixed variety.
  • •Knowledge of Encompass LOS.
  • •Excellent oral and written communication skills.
  • •Knowledge of Fannie Mae guidelines.
Experience:2+ yearsMortgage processing
Skills:Attention to detailOrganizational skillsProactive mindsetTime 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