Home Equity Processor

sofi· 48 open roles

Charlotte, NC On-siteFull-time3 weeks ago

Salary

Undisclosed

Experience

Mid

Job Type

Full-time

Posted

3 weeks ago

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About This RoleAI processing…

Employee Applicant Privacy Notice

Shape a brighter financial future with us.

Together with our members, we’re changing the way people think about and interact with personal finance.

Key Responsibilities

1
Provide excellent customer service and drive an overall exceptional customer experience using varying forms of communication
2
Responsible for processing, managing, and acting as the primary contact for a pipeline of Home Equity loans to meet closing deadlines and lock expiration periods.
3
Maintain a progressing pipeline of 30-50 loan applications.
4
Effective and timely communication with both external customers (Clients, 3rd Parties, Vendors) as well as internal customers (Loan Officers, Underwriters, Closers).
5
Maintain and adapt to the changing mortgage guidelines.
6
Appropriately set borrower expectations for the mortgage process and establish that the processor is the main point of contact until closing.
7
Holds the responsibility to request, gather, and analyze documentation required from the borrowers, internally, and third parties for underwriting approval.
8
Handles the fulfillment of broker channel loan offerings from members
9
Adapt easily to change and provide interdepartmental support.
10
Strive to exceed productivity expectations and standards.
11
Set appropriate expectations and point of contact with realtors and other referral sources.
12
Understand and request documentation requirements for mortgage financing (tax transcripts, pay stubs, tax returns, income calculation, etc.).
13
Must be highly organized and proactive; able to meet deadlines in a fast-paced environment.

Requirements

2+ years of mortgage processing industry experience preferred
Broker fulfillment experience is a plus
Ability to maintain a pipeline of 30-50 loans of mixed variety
Knowledge of Encompass LOS
Excellent oral and written communication skills
Works well under time constraints and in a constantly changing environment
Has to have a team mentality and work well as a member of a group
Eagerness to delight clients throughout the process and drive overall experiences
Knowledge of Fannie Mae guidelines

Perks & Benefits

Responsible for processing, managing, and acting as the primary contact for a pipeline of Home Equity loans to meet closing deadlines and lock expiration periods.

The Role: The Home Equity Processor works directly with individual applicants to review loan applications to ensure that the application is complete and accurate.

What You’ll Do: Provide excellent customer service and drive an overall exceptional customer experience using varying forms of communication Responsible for processing, managing, and acting as the primary contact for a pipeline of Home Equity loans to meet closing deadlines and lock expiration periods.

This role may also be eligible for a bonus and/or long term incentives.

We are unable to accommodate remote work from Hawaii, Alaska or Puerto Rico at this time.