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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

The Closing Coordinator is an entry-level operations role responsible for supporting refinance loan closings from scheduling through post-disbursement reconciliation. This role exists to ensure closings are scheduled accurately and on time, required disclosures are properly delivered and acknowledged, and loan files are reviewed for fee, escrow, and payoff accuracy prior to closing. The Closing Coordinator works directly with borrowers, processors, internal closing partners, and title companies to support a smooth, compliant closing experience and reduce downstream post-close issues.

What you’ll do

Contact borrowers within established SLAs via phone and email to confirm closing dates, times, and locations

Review loan files to ensure all required parties have received and acknowledged the Closing Disclosure

Send initial Closing Disclosures when required parties have not yet been properly disclosed

Communicate directly with borrowers regarding closing logistics and expectations

Enter and maintain accurate closing scheduling information in internal systems

Send closing scheduling notifications to title companies and confirm receipt

Escalate loans to Loan Officers, Closers, or Processors when borrowers are unresponsive or issues may impact closing timelines

Review loans in the pre-balance pipeline to support loan readiness for processing

Update title fees in the system based on fee sheets received from processors and title companies

Review escrow and prepaid items to ensure they are set up accurately in the loan file

Review payoff documentation to confirm amounts are current and not expired prior to closing

Monitor the ALTA reconciliation pipeline after loan disbursement

Reconcile the final signed Closing Disclosure with the Final ALTA received from the title company

Provide consistent, high-quality customer service to borrowers throughout the closing process

Perform additional duties as assigned to support closing operations and business needs

Support varying work hours and overtime as required to meet operational demands

What you’ll need

High school diploma or equivalent

Strong written and verbal communication skills

Ability to manage multiple priorities and meet deadlines in a fast-paced, deadline-driven environment

High attention to detail with a strong commitment to accuracy

Comfort reviewing loan documents and working within mortgage systems

Ability to collaborate effectively with borrowers, title partners, and internal operations teams

Flexibility to work varying schedules and overtime as required by business needs

Nice to have

Prior mortgage industry experience, particularly in closing, processing, or post-close support

Experience working in Encompass or a similar loan origination system

Familiarity with escrow, prepaid, payoff, or title fee components of mortgage loans

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.