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SoFi

Mortgage Closing Coordinator

Posted Yesterday
Be an Early Applicant
Easy Apply
Hybrid
Charlotte, NC
Entry level
Easy Apply
Hybrid
Charlotte, NC
Entry level
Support refinance loan closings from scheduling through post-disbursement reconciliation. Communicate with borrowers, title companies, and internal teams; ensure Closing Disclosures, fees, escrow, and payoff items are accurate; enter and maintain closing data; monitor ALTA reconciliation and resolve issues to ensure compliant, timely closings.
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The role

The Closing Coordinator is an entry-level operations role responsible for supporting refinance loan closings from scheduling through post-disbursement reconciliation. This role exists to ensure closings are scheduled accurately and on time, required disclosures are properly delivered and acknowledged, and loan files are reviewed for fee, escrow, and payoff accuracy prior to closing. The Closing Coordinator works directly with borrowers, processors, internal closing partners, and title companies to support a smooth, compliant closing experience and reduce downstream post-close issues.


What you’ll do
  • Contact borrowers within established SLAs via phone and email to confirm closing dates, times, and locations

  • Review loan files to ensure all required parties have received and acknowledged the Closing Disclosure

  • Send initial Closing Disclosures when required parties have not yet been properly disclosed

  • Communicate directly with borrowers regarding closing logistics and expectations

  • Enter and maintain accurate closing scheduling information in internal systems

  • Send closing scheduling notifications to title companies and confirm receipt

  • Escalate loans to Loan Officers, Closers, or Processors when borrowers are unresponsive or issues may impact closing timelines

  • Review loans in the pre-balance pipeline to support loan readiness for processing

  • Update title fees in the system based on fee sheets received from processors and title companies

  • Review escrow and prepaid items to ensure they are set up accurately in the loan file

  • Review payoff documentation to confirm amounts are current and not expired prior to closing

  • Monitor the ALTA reconciliation pipeline after loan disbursement

  • Reconcile the final signed Closing Disclosure with the Final ALTA received from the title company

  • Provide consistent, high-quality customer service to borrowers throughout the closing process

  • Perform additional duties as assigned to support closing operations and business needs

  • Support varying work hours and overtime as required to meet operational demands


What you’ll need
  • High school diploma or equivalent

  • Strong written and verbal communication skills

  • Ability to manage multiple priorities and meet deadlines in a fast-paced, deadline-driven environment

  • High attention to detail with a strong commitment to accuracy

  • Comfort reviewing loan documents and working within mortgage systems

  • Ability to collaborate effectively with borrowers, title partners, and internal operations teams

  • Flexibility to work varying schedules and overtime as required by business needs


Nice to have
  • Prior mortgage industry experience, particularly in closing, processing, or post-close support

  • Experience working in Encompass or a similar loan origination system

  • Familiarity with escrow, prepaid, payoff, or title fee components of mortgage loans


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 an inclusive culture. 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

Encompass,Greenhouse,Loan Origination System

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