Equity Loan Processor
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-03-12
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Finance & Banking
Mortgage Loan Originator / Advisor, Banking & Finance
Home Equity Loan Processor
Shape a brighter financial future with us.
The Home Equity Loan Processor works directly with individual applicants to review loan applications to ensure that the application is complete and accurate. This requires time and attention to detail. This role ensures the timely and accurate packaging of all loans originated by our Loan Officers using effective communication with multiple parties involved in the loan process.
What you’ll do- excellent customer service and drive an overall exceptional customer experience using varying forms of communication
- Responsible for processing, managing, and acting as the primary contact of a pipeline of Home Equity Loans to meet closing deadlines and lock expiration periods.
- Maintain a progressing pipeline of 30‑50 loan applications.
- Effective and timely communication to both external customers (Clients, 3rd Parties, Vendors) as well as internal customers (Loan Officers, Underwriters, Closers).
- Maintain and adapt to the changing mortgage guidelines.
- Appropriately set borrower expectations for the mortgage process and establish that the processor is the main point of contact until closing.
- Hold the responsibility to request, gather, and analyze documentation required from the borrowers, internally, and third parties for underwriting approval.
- Adapt easily to change and provide interdepartmental support.
- Strive to exceed productivity expectations and standards.
- Set appropriate expectations and point of contact with realtors and other referral sources.
- Understand and request documentation requirements for mortgage financing (tax transcripts, paystubs, tax returns, income calculation, etc.).
- Must be highly organized and proactive; able to meet deadlines in a fast‑paced environment.
- 2 years of mortgage processing industry experience preferred
- Knowledge of Fannie Mae guidelines
- Ability to maintain a pipeline of 30‑50 loans of mixed variety
- Excellent oral and written communication skills
- Works well under time constraints and a constantly changing environment
- Has to have a team mentality and work well as a member of a group
- Eagerness to delight clients throughout the process and drive overall experiences
Pay range: $27.20 – $51.00 per hour. This role is also eligible for a bonus and competitive benefits.
Full Time University Grad Benefits:
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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.
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
Terms and Conditions Apply. SOFI RESERVES THE RIGHT TO MODIFY OR DISCONTINUE PRODUCTS AND BENEFITS AT ANY TIME WITHOUT NOTICE. To qualify, a borrower must be a U.S. citizen or other eligible status and meet SoFi's underwriting requirements. Not all borrowers receive the lowest rate. Lowest rates reserved for the most creditworthy borrowers. If approved, your actual rate will be within the range of rates listed above and will depend on a variety of factors, including term of loan, evaluation of your creditworthiness, years of professional experience, income, and a variety of other factors.
Rates and Terms are subject to change at anytime without notice and are subject to state restrictions. SoFi refinance loans are private loans and do not have the same repayment options that the federal loan program offers, or may become available, such as Income Based Repayment or Income Contingent Repayment or PAYE.
Licensed by the Department of Financial Protection and Innovation under the California Financing Law License No. 6054612. SoFi loans are originated by SoFi Lending Corp. or an affiliate, NMLS # 696891.
www.nmlsconsumeraccess.org
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