Pre-approval Specialist

SoFi Technologies

Charlotte, NC, United States
Base pyy range listed; final offer based on experi...
On-site
1 year of mortgage industry experience
Ability to calculate income and review credit reports
Knowledge of mortgage guidelines and fha/va case numbers
The role is responsible for providing exceptional customer service and file quality while processing borrower documents for initial loan approval

Job Summary

  • The role is responsible for providing exceptional customer service and file quality while processing borrower documents for initial loan approval.
  • Candidates must verify vendor orders, ensure all documentation is complete and accurate before submitting files to underwriters, and manage the pipeline within allotted turn times.
  • SoFi Technologies is a next-generation financial services company using innovative, mobile-first technology to help millions of members reach their financial goals.

Matching Summary

The role is responsible for providing exceptional customer service and file quality while processing borrower documents for initial loan approval.

Salary

Base pay range listed; Final offer based on experience, skills, and location; Comprehensive benefits available

Skills & Requirements

Must-have

  • 1 year of mortgage industry experience
  • Ability to calculate income and review credit reports
  • Knowledge of mortgage guidelines and FHA/VA case numbers
  • Strong math and analytical skills for document verification

Nice-to-have

  • Excellent written and verbal communication skills
  • Ability to prioritize tasks and meet strict deadlines
  • Experience communicating directly with borrowers and vendors
  • Willingness to work varying hours and overtime if needed

Key Requirements

  • Minimum of 1 year of experience in the mortgage industry
  • High School Diploma or GED required
  • Proficiency with Microsoft suite and Google suite applications

Work Rights

Not specified

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