Post Closing Specialist

SoFi SoFi · Fintech · Charlotte, NC · Home Loans Ops Strategy

SoFi is hiring a Post Closing Specialist in Charlotte, NC. This role involves reviewing and ensuring the accuracy and completeness of loan documents post-closing, preparing loan packages for investors, and maintaining compliance with regulatory and company standards. Responsibilities include document review, loan package submission, data entry, communication, issue resolution, compliance monitoring, quality control, file management, and reporting.

What you'd actually do

  1. Thoroughly review all post-closing loan documents to ensure accuracy, completeness, and compliance with company policies and regulatory requirements.
  2. Prepare and deliver final loan packages to investors and other stakeholders within specified timeframes.
  3. Accurately enter and maintain loan information in the company’s loan processing system.
  4. Serve as the primary point of contact for internal and external parties regarding post-closing documentation and issues.
  5. Identify, address, and resolve any discrepancies or issues with post-closing documents to ensure timely and accurate submission.

Skills

Required

  • Minimum of 3 years of experience in mortgage post-closing, loan processing, or a related field
  • High school diploma or equivalent required
  • Strong attention to detail and organizational skills.
  • Excellent communication and interpersonal abilities.
  • Proficiency in mortgage software and MS Office applications (Word, Excel, Outlook).
  • Ability to manage multiple tasks and deadlines in a fast-paced environment.
  • Problem-solving skills and the ability to handle complex issues with minimal supervision.
  • In-depth understanding of mortgage loan processing, post-closing procedures, and regulatory requirements.

Nice to have

  • associate or bachelor's degree in business, finance, or a related field preferred.

What the JD emphasized

  • Minimum of 3 years of experience in mortgage post-closing, loan processing, or a related field
  • Knowledge: In-depth understanding of mortgage loan processing, post-closing procedures, and regulatory requirements.