Lock Desk Analyst

SoFi Technologies

Frisco, TX, US
Base pyy range listed below; final offer determine...
On-site
Enforce lock desk policy and procedures
2+ years encompass experience required
2+ years optimal blue experience required
The role ensures SoFi company policies and procedures related to rate locks are accurate and meet loan pricing compliance standards

Job Summary

  • The role ensures SoFi company policies and procedures related to rate locks are accurate and meet loan pricing compliance standards.
  • This position follows a hybrid work model requiring in-office attendance two days per week.
  • Candidates will act as the main point of contact for escalation scenarios and ensure loan terms are compliant.

Matching Summary

The role ensures SoFi company policies and procedures related to rate locks are accurate and meet loan pricing compliance standards.

Salary

Base pay range listed below; Final offer determined by experience, skills, and location; Comprehensive benefits available

Skills & Requirements

Must-have

  • Enforce Lock Desk policy and procedures
  • 2+ years Encompass experience required
  • 2+ years Optimal Blue experience required
  • Monitor Best Effort rate locks with investors
  • Process Change of Circumstances and Lock Extensions

Nice-to-have

  • Experience in fast-paced environment
  • Ability to coach and train teammates
  • Strong organizational skills
  • Detail-oriented mindset
  • Comfortable working under confidentiality

Key Requirements

  • Four-year college degree in Finance or Economics preferred
  • 2+ years in the mortgage industry preferred
  • Microsoft Excel proficiency required
  • Knowledge of TRID guidelines required

Work Rights

Not specified

Tailored Resume

Cover Letter