Mortgage Loan Coordinator

Job Overview

The Mortgage Loan Coordinator is an entry level position responsible for scheduling refinance closings with members in a timely manner while providing exceptional customer service to borrowers. The role includes reviewing loan files to ensure all parties have proper closing disclosure, communicating directly with borrowers about the date, time, and location of the closing, updating fees from outside title companies, and monitoring the ALTA Recon pipeline to reconcile the final signed CD and the final ALTA from the title company.

• Call and email borrowers within SLA to confirm scheduling information
• Review loans to ensure proper closing disclosure acknowledgment
• Send initial closing disclosures as needed if not all required parties have been disclosed
• Provide excellent customer service to all borrowers
• Escalate loans to LO, closer or processor if borrower is not responsive to scheduling request
• Enter scheduling information correctly into the system
• Send the scheduling email to the title company
• Review loans in the pre-balance pipeline for pre-balancing processing
• Update title fees in the system per the fee sheet in the file
• Review escrows to ensure they are set up correctly
• Review prepaids to ensure they are set up correctly
• Review payoff in file to ensure it is not expired and the loan is updated with the correct amount
• Monitor the ALTA Recon pipeline to reconcile the final signed CD and the final ALTA from the title company
• Perform other duties as required

• Excellent written and verbal communication skills
• Ability to prioritize and meet deadlines
• Availability to work varying hours and overtime if needed
• Detail oriented with a commitment to accuracy
• Prior mortgage industry experience is a plus

SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, marital status, or any other basis prohibited by applicable law.