Home Equity Processor

SoFi Technologies
Charlotte
Full timeUSD 27.2 - 51 hourlyFunction: Communications, PR & CommunityExperience: 2+ yearsSkills: ["Customer service","Communication","Organization","Proactive","Teamwork"]

Process and manage a pipeline of home equity loan applications to ensure they are complete, accurate, and ready for timely closing. Serve as the primary point of contact for applicants and coordinate with loan officers, underwriters, and closers through effective communication. Gather and analyze borrower and third-party documentation for underwriting approval, stay current on mortgage guidelines, and help set expectations from application through closing.

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SoFi Technologies
SoFi Technologies
2 days ago

Home Equity Processor

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Job Summary

Process and manage a pipeline of home equity loan applications to ensure they are complete, accurate, and ready for timely closing. Serve as the primary point of contact for applicants and coordinate with loan officers, underwriters, and closers through effective communication. Gather and analyze borrower and third-party documentation for underwriting approval, stay current on mortgage guidelines, and help set expectations from application through closing.
Location: Charlotte
Employment Type: Full time
Job Function: Communications, PR & Community

Key Responsibilities

  • •Review and ensure home equity loan applications are complete and accurate.
  • •Process, manage, and act as primary contact for a 30-50 loan pipeline to meet closing deadlines and lock expirations.
  • •Communicate effectively with external parties (clients, 3rd parties, vendors) and internal teams (loan officers, underwriters, closers).
  • •Request, gather, and analyze borrower and third-party documentation for underwriting approval.
  • •Maintain and adapt to changing mortgage guidelines and set borrower expectations through closing.

Pay and Benefits

Salary: USD 27.2 - 51 hourly

Key Requirements

  • •2+ years of mortgage processing industry experience preferred.
  • •Broker fulfillment experience is a plus.
  • •Ability to manage a pipeline of 30-50 mixed home equity loans.
  • •Knowledge of Encompass LOS.
  • •Knowledge of Fannie Mae guidelines.
Experience:2+ yearsMortgage processing
Skills:Customer serviceCommunicationOrganizationProactiveTeamwork
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