SoFi
Lock Desk Analyst
Frisco - TX; Charlotte - NC
Sponsorship not specifiedDetected 6 days ago
Outbound SalesExcelRoboticsTime ManagementOrganizational Skills
About the role
- The Lock Desk Specialist will be responsible for ensuring SoFi company policies and procedures related to rate locks are accurate and meet loan pricing compliance standards.
- This role requires meticulous attention to detail, strong organizational skills, and the ability to work independently in a fast-paced environment.
- This position follows a hybrid work model and requires in-office attendance 2 days per week.
Responsibilities
- Monitor various shared email in-boxes and perform work within SLA.
- create a file structure for outbound disclosures.
- Ensure the accuracy of fees; create a file structure for outbound disclosures.
Requirements
- 2+ years of Optimal Blue experience
- Microsoft Excel proficiency
- General knowledge of financial markets
- Knowledge of TRID guidelines
- Ability to work quickly, accurately, and independently in a very fast-paced environment
Nice to have
- A four-year college degree in Finance, Economics, or another related field is preferred
- 2+ years in the mortgage industry preferred
Compensation
- 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.
Benefits
- To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!
Company info
- Shape a brighter financial future with us.
- Together with our members, we're changing the way people think about and interact with personal finance.
- We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals.
- The industry is going through an unprecedented transformation, and we're at the forefront.
- We're proud to come to work every day knowing that what we do has a direct impact on people's lives, with our core values guiding us every step of the way.
- Join us to invest in yourself, your career, and the financial world.
- The ideal candidate will have experience in the mortgage industry, proficiency in relevant software, and the ability to serve as a critical point of contact for both internal teams and external stakeholders.
- Enforce Lock Desk policy & procedures.
- Assist the company's loan officers with rate lock maintenance, loan re-prices, and general Lock.
- Monitor and track Best Effort rate locks with investors.
- Confirm loan pricing accuracy and profitability.
This listing is sourced directly from SoFi's careers page and normalized into a canonical job model.