Mortgage Loan Coordinator
at SoFi
Charlotte, United States
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The Mortgage Loan Coordinator is an entry level position who is responsible for scheduling refinance
closings with members in a timely manner while providing exceptional customer service to our
borrowers. This is accomplished by reviewing the loan file to ensure all parties associated with the
loan have had a closing disclosure properly disclosed and communicating directly with borrowers,
the date, time and location of the closing. This role is also responsible for reviewing and updating
fees from outside title companies from requests received from processors through encompass. After
loans disburse the closing coordinator will also monitor the ALTA Recon pipeline to reconcile the final
signed CD and the Final ALTA from the title company.
Responsibilities:
● Call and email borrowers within SLA to confirm the scheduling information
● Review loans to ensure there is proper closing disclosure acknowledgment
● Send out initial closing disclosures as needed if not all required parties were disclosed to
● Provide excellent customer service to all borrowers
● Escalate loans to LO, closer or processor as needed if a borrower is not being responsive to
scheduling request
● Enter scheduling information correctly into the system
● Send the scheduling email to the title company
● Review loans in the pre-balance pipeline to pre-balance loans for processing
● Update the title fees in the system per the fee sheet in the file
● Review the escrows to ensure set up correctly
● Review prepaids to ensure set up correctly
● Review the payoff in file to ensure not expired and loan is updated with the correct amount
● Monitor the ALTA recon pipeline to reconcile the final signed CD and the final ALTA from title
● Performs other duties as required
Qualifications:
● Excellent written and verbal communication skills
● Ability to prioritize and meet deadlines.
● Available to work varying hours and overtime if needed.
● Must be detail oriented with a commitment to accuracy
● Prior mortgage industry experience is a plus