Employee Applicant Privacy Notice

Who we are:

Shape a brighter financial future with us.

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

We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.

The role:

So Fi Bank is seeking a talented Post Close Specialist to take on a fast paced and rewarding opportunity within our organization. As a Post Close Specialist, you will be responsible for maintaining strong relationships with our investors, post-closing teams, and other financial professionals, to help deliver high-quality loans. At So Fi Bank we believe our ideals and values within our walls should match that of the communities we serve. We strive to create a culture that embraces diversity, equity, and inclusion while encouraging innovation and courage to tackle whatever barriers exist between our customers and their mortgage goals.

What you’ll do:

80% - Administrative

• Manages an active loan pipeline of outstanding collateral documents, and email inbox,

• Process all received mail, label and file documents by assigned investor,

• Scan loan documents into imaging repository system, and update tracking via LOS,

• Shipping and/or upload of loan documents per investor guidelines and provide accurate manifests,

• Forward documentation to appropriate document custodian upon request,

• Researches and resolves loan exceptions identified through the document custodian review process,

• Engage with title companies and county recorders offices as appropriate,

• Maintains accurate updates of actions taken to resolve delinquent loans,

• Meets team SLA’s and ensures loan success.

20% - Communicating

• Escalates issues to leaders as appropriate to create action plans for loan resolution,

• Assist with production and other projects as needed.

Travel Required: None

• On-site Position

Please note the above percentage breakdowns are estimates and are based on overall team and market conditions.

What you’ll need:

• Experience with Encompass is a plus

• Must be a team player with strong attention to detail and able to work independently.

• Strong business acumen and ability to interface with internal and external customers alike.

• Demonstrate behaviors which are aligned with the organization’s desired culture and values.

• Basic understanding of mortgage documentation preferred

• Conventional, FHA and VA experience a plus

• Excellent interpersonal and communication skills

• Strong analytical and organizational skills with high attention to detail and accuracy

• Highly motivated with a passion for success and delivering remarkable service

• Proficiency in Microsoft Office

Education and Experience

• A minimum of 1 year of mortgage experience

• High School diploma or GED required

Professional Licenses or Certifications

• No license required

Compensation and Benefits

The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location.

To view all of our comprehensive and competitive benefits, visit our Benefits at So Fi page!
So Fi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
The Company hires the best qualified candidate for the job, without regard to protected characteristics.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
New York applicants: Notice of Employee Rights
So Fi is committed to an inclusive culture. As part of this commitment, So Fi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.

Internal Employees

If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.