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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.

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The role:

The Loan Setup Analyst III will use shared inboxes and pipelines to support the internal loan team through the management of the appraisal order as well as receiving early-stage FHA and VA documents. The team member will also ensure SoFi is staying within compliance regarding TILA/RESPA disclosure laws.

What you’ll do:

• Enforce Lock Desk policy (Loan Setup is under the Lock Desk umbrella)
• Assist the company’s internal partners with loan re-disclosure, FHA/VA case number transfers, credit card refund/charge requests, MAVENT fails, and file escalations
• Work the assigned pipelines for quick file milestone movement
• Contact FHA and VA to process applicable underwriting conditions associated with the loan file
• Monitor various shared email in-boxes and perform work within SLA to include appraisal orders, disclosing to borrowers, advertising loans, etc.
• Ensure the accuracy of fees for outbound disclosures
• Review pass/fail logic on applicable files to ensure compliance accuracy
• Monitor robotics outcome reports and scrub loans that fail, to queue back up for automation or work manually

What you’ll need:

• A four-year college business degree or other related field is preferred
• Microsoft Excel proficiency
• Ability to work quickly, accurately, and independently in a fast-paced environment
• Comfortable working under a high level of confidentiality
• Able to work an assigned pipeline of FHA/VA loan products
• Detail-oriented and strong time management/ organizational skills
• Excellent verbal, written, and interpersonal skills

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. This is a hybrid role with two days in the Charlotte, NC office location per week. This role is Monday - Friday, 40 hours a week. Overtime is available when volume supports it.

Compensation and Benefits

The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location.

To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!

Pay range: $22.40 - $42.00

Payment frequency: Hourly

This role is also eligible for a bonus and competitive benefits. More information about our employee benefits can be found in the link above.