Mortgage Loan Opener

About The Role

SoFi is looking for a Mortgage Loan Opener. In this role you will support the Mortgage Operations team by boarding new loan applications into the origination system, opening escrow, obtaining required fees and title reports and ordering appraisals. This positon will also assist with producing loan estimates and other required loan disclosures, as well as handling the adverse action notices. In addition, this position will assist the mortgage loan processor, as needed, in various tasks such as obtaining payoffs, employment verifications and verification of hazard insurance. Roles within the Opening Team may vary depending on the volume and experience.

By joining SoFi, you’ll become part of a forward-thinking technology company that is transforming financial services with innovative loan products and investment tools. Recently ranked as one of the fastest growing fintech companies in the Bay Area, we’ve grown from 150 to 500+ employees in the past year and just raised a $1 Billion round of funding. We offer the excitement of a rapidly growing startup with the stability of a seasoned management team.

Key Responsibilities

  • Order appraisals
  • Upload completed appraisals, invoice documentation and appraisal receipts into file
  • Complete notice of Adverse Actions and send to customer
  • Open Escrow with closing agent and request title report, fees, closing protection letter and any other required documentation
  • Input loan application into origination system
  • Input fees and other required data for disclosure requirements and send disclosures
  • Assist processors with tasks as requested, which will include, but not limited to, requesting payoffs, obtaining verifications of employment and updating hazard policy information.

Knowledge, Skills and Abilities

  • High school diploma or GED required
  • Previous mortgage lending experience preferred
  • Attention to detail
  • Solid computer and data entry skills with Math aptitude
  • Time management and organization skills to effectively prioritize based on required turn times and work priorities that fluctuate daily
  • Team player that is willing to jump in wherever needed
  • Willingness to learn additional tasks as needed
  • Experience with Encompass and/or Google Chrome is a plus

Overtime could be required


  • Amazing work environment: lunch and snacks provided
  • Competitive compensation and bonus
  • Generous paid time off
  • Medical, dental, vision, life and disability insurance
  • 401K and commuter benefits
  • Tuition reimbursement
  • Subsidized gym membership


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