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The Post Closing Specialist ensures accuracy of loan documents post-closing, delivers loan packages to investors, and maintains regulatory compliance.
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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:
We are seeking a detail-oriented and highly organized Post Closer to join our dynamic team. The ideal candidate will be responsible for ensuring the accuracy and completeness of all loan documents post-closing, facilitating the timely delivery of loan packages to investors, and maintaining compliance with all regulatory and company standards.
What you’ll do:
- Document Review: Thoroughly review all post-closing loan documents to ensure accuracy, completeness, and compliance with company policies and regulatory requirements.
- Loan Package Submission: Prepare and deliver final loan packages to investors and other stakeholders within specified timeframes.
- Data Entry and Maintenance: Accurately enter and maintain loan information in the company’s loan processing system.
- Communication: Serve as the primary point of contact for internal and external parties regarding post-closing documentation and issues.
- Issue Resolution: Identify, address, and resolve any discrepancies or issues with post-closing documents to ensure timely and accurate submission.
- Compliance: Stay updated with changes in mortgage regulations and ensure all post-closing activities comply with federal, state, and company policies.
- Quality Control: Perform quality control reviews on closed loan files to ensure they meet investor and regulatory guidelines.
- File Management: Maintain organized and efficient filing systems for all post-closing loan documents.
- Reporting: Generate and analyze reports related to post-closing activities and performance metrics.
What you’ll need:
- Minimum of 3 years of experience in mortgage post-closing, loan processing, or a related field
- High school diploma or equivalent required; associate or bachelor's degree in business, finance, or a related field preferred.
- Strong attention to detail and organizational skills.
- Excellent communication and interpersonal abilities.
- Proficiency in mortgage software and MS Office applications (Word, Excel, Outlook).
- Ability to manage multiple tasks and deadlines in a fast-paced environment.
- Problem-solving skills and the ability to handle complex issues with minimal supervision.
- Knowledge: In-depth understanding of mortgage loan processing, post-closing procedures, and regulatory requirements.
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 SoFi page!
SoFi 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 RightsSoFi is committed to embracing diversity. As part of this commitment, SoFi 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 [email protected].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.
Top Skills
Excel
Mortgage Software
Ms Office (Word
Outlook)
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