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:

The Processing Team is the single point of contact for our members in operations with an intense focus on member service and speed.

Responsibilities:

• Daily training on mortgage guidelines, knowledge, and processing skills

• Ensure that loans are processed within specified Service Level Agreements.

• Train, motivate, and guide team members in all functions of processing to achieve the highest level of performance.

• Work with Loan Officers and Sales Managers to resolve any loan quality concerns.

• Handle escalations with borrowers, loan officers, and team members in a timely, prompt, and professional manner.

• Interview potential processor candidates as needed.

• Provide coaching and promote a professional team effort.

• Conduct new hire orientation, performance planning and reviews, disciplinary actions, and terminations.

• Keep processors current with changes in investor and agency guidelines.

• Communicate with the Director of Processing on training needs and issues.

Requirements:

• 8+ years of mortgage processing experience

• 4+ years of management experience

• Excellent customer service skills

• Current knowledge of closing and title requirements

• Current knowledge of loan processing and automated underwriting systems (Encompass a plus)

• Previous experience in training and hiring of employees

• Possess excellent oral and written communication skills

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.