SoFi is a next-generation financial services company and national bank focused on changing personal finance. The Loan Setup Analyst III will manage appraisal orders and ensure compliance with TILA/RESPA disclosure laws while supporting the internal loan team.
Responsibilities
- Enforce Lock Desk policy (Loan Setup is under the Lock Desk umbrella)
- Assist the company’s internal partners with loan re-disclosure, FHA/VA case number transfers, credit card refund/charge requests, MAVENT fails, and file escalations
- Work the assigned pipelines for quick file milestone movement
- Contact FHA and VA to process applicable underwriting conditions associated with the loan file
- Monitor various shared email in-boxes and perform work within SLA to include appraisal orders, disclosing to borrowers, advertising loans, etc
- Ensure the accuracy of fees for outbound disclosures
- Review pass/fail logic on applicable files to ensure compliance accuracy
- Monitor robotics outcome reports and scrub loans that fail, to queue back up for automation or work manually
Skills
- Microsoft Excel proficiency
- Ability to work quickly, accurately, and independently in a fast-paced environment
- Comfortable working under a high level of confidentiality
- Able to work an assigned pipeline of FHA/VA loan products
- Detail-oriented and strong time management/organizational skills
- Excellent verbal, written, and interpersonal skills
- A four-year college business degree or other related field
Company Overview
SoFi is a finance company that offers a range of lending and wealth management services. It was founded in 2011, and is headquartered in San Francisco, California, USA, with a workforce of 1001-5000 employees. Its website is https://www.sofi.com.Company H1B Sponsorship
SoFi has a track record of offering H1B sponsorships, with 213 in 2025, 117 in 2024, 131 in 2023, 118 in 2022, 81 in 2021, 42 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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