The role:
SoFi Bank is seeking a talented Operations Support Specialist to take on a fast paced and rewarding opportunity within our organization. As an Ops Support 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 SoFi 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 youll 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 SLAs 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
Please note the above percentage breakdowns are estimates and are based on overall team and market conditions.
What youll 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 organizations 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
Required Experience:
Unclear Seniority