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Process borrower documents to prepare complete loan files for initial underwriting. Verify documentation, order and track vendor items, communicate with borrowers and third parties, complete submission checklists, manage pipeline within SLAs, and document all communications.
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The Pre-Approval Specialist is responsible for providing exceptional customer service, file quality, and adhering to the agreed upon Service Level Agreement (SLA) while processing borrower documents. This is accomplished by obtaining and verifying necessary documentation for underwriting the loan file and communicating directly with borrowers, third-party vendors, and/or loan officers to obtain documentation for initial loan approval.
What you’ll do:
- Communicate with borrowers and various third-party companies to obtain and review required minimum document requirements and vendor information including, but not limited to: income and disclosure documents, verification of employment, tax transcripts, financial/bank statements, and ordering updates to FHA and VA case numbers as needed
- Verify vendor orders are completed and returned, and invoices are received and documented
- Verify all required documentation in the file is complete and accurate before submitting to underwriting
- Responsible for handing over a completely documented file to the Underwriter which is ready for initial underwriting
- Complete required loan submission checklists
- Manage pipeline within allotted turn times
- Document all communication related to the loan application in the conversation log.
- Perform other duties as assigned or required
What you’ll need:
- Minimum of 1 year of experience in the mortgage industry
- Ability to calculate income and review credit report experience
- Ability to communicate with borrowers
- Knowledge of mortgage guidelines
- Strong math and analytical skills
- Excellent written and verbal communication skills
- Ability to prioritize and meet deadlines
- Available to work varying hours and overtime if needed
- Knowledge of Microsoft suite (Windows) and Google suite (Google Docs, Sheets, etc.)
- High School Diploma or GED
- Mortgage experience is strongly preferred
Compensation and Benefits
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.
To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!
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.Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.New York applicants: Notice of Employee RightsSoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email [email protected].Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.Internal Employees
If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.
Top Skills
Google Docs
Google Sheets
MS Office
Windows
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