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About This Role
The Loan Setup Analyst will ensure SoFi company policies and procedures related to rate locks are accurate and meet loan pricing compliance standards. This role requires meticulous attention to detail, strong organizational skills, and the ability to work independently in a fast-paced environment. The ideal candidate will have experience in the mortgage industry and proficiency in relevant software. The position follows a hybrid work model and requires in-office attendance 2 days per week.
Key ResponsibilitiesAI-extracted
- 1Enforce Lock Desk policy and procedures
- 2Assist loan officers with rate lock maintenance, loan re-prices, and general Lock
- 3Monitor and track Best Effort rate locks with investors
- 4Confirm loan pricing accuracy and profitability
- 5Process Change of Circumstances, Loan Concessions, Lock Scrubs, and Lock Extensions
RequirementsAI-extracted
- A four-year college degree in Finance, Economics, or another related field is preferred
- 2+ years in the mortgage industry preferred
- 2+ years of Encompass experience
- 2+ years of Optimal Blue experience
- Microsoft Excel proficiency
Perks & BenefitsAI-extracted
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