Loan Setup Analyst
Loan Setup Analyst
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Job Description
The role:
The Loan Setup Analyst III will use shared inboxes and pipelines to support the internal loan team through the management of the appraisal order as well as receiving earlystage FHA and VA documents. The team member will also ensure SoFi is staying within compliance regarding TILA/RESPA disclosure laws.
What youll do:
- Enforce Lock Desk policy (Loan Setup is under the Lock Desk umbrella)
- Assist the companys internal partners with loan redisclosure FHA/VA case number transfers credit card refund/charge requests MAVENT fails and file escalations
- Work the assigned pipelines for quick file milestone movement
- Contact FHA and VA to process applicable underwriting conditions associated with the loan file
- Monitor various shared email inboxes and perform work within SLA to include appraisal orders disclosing to borrowers advertising loans etc.
- Ensure the accuracy of fees for outbound disclosures
- Review pass/fail logic on applicable files to ensure compliance accuracy
- Monitor robotics outcome reports and scrub loans that fail to queue back up for automation or work manually
What youll need:
- A fouryear college business degree or other related field is preferred
- Microsoft Excel proficiency
- Ability to work quickly accurately and independently in a fastpaced environment
- Comfortable working under a high level of confidentiality
- Able to work an assigned pipeline of FHA/VA loan products
- Detailoriented and strong time management/ organizational skills
- Excellent verbal written and interpersonal skills
To perform this job successfully an individual must be able to perform each essential dutysatisfactorily. Reasonable accommodations may be made to enable individuals withdisabilities to perform essential functions. This is a hybrid role with two days in the Charlotte NC office location per week. This role is Monday Friday 40 hours a week. Overtime is available when volume supports it.
Required Experience:
IC
Employment Type
Full Time
