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SoFiPosted 3 weeks ago

Home Equity Processor

$56,576–$106,080 year

On-siteCharlotte, North Carolina, United States or Frisco, Texas, United States

Full TimeAssociates DegreeLargeFintech

Job Summary

Process and manage a pipeline of 30-50 Home Equity loan applications, acting as the primary contact to ensure completeness and accuracy before closing. Gather, analyze, and request documentation from borrowers, third parties, and internal teams to support underwriting approval and meet lock expiration deadlines. Maintain effective communication with Loan Officers, vendors, and external clients while adapting to changing mortgage guidelines and broker channel offerings. Set borrower expectations and drive an exceptional customer experience in a fast-paced environment requiring high organization and proactive deadline management.

Required Qualifications

  • 2+ years of mortgage processing industry experience preferred
  • 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 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

Desired Qualifications

  • Broker fulfillment experience is a plus

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