Loan Pre-Approval Navigator

Doist; Charlotte (NC); On-site; USD 55,000 - 70,000; Full time

Job summary

SoFi is seeking a Pre-Approval Specialist to deliver exceptional customer service while collecting and verifying borrower documents for initial loan approval. You will coordinate with borrowers, vendors, and loan officers to ensure files are complete and ready for underwriting.

Ideal candidates have at least 1 year in mortgage, strong math and communication skills, and familiarity with mortgage guidelines. The role requires attention to detail and the ability to manage time and workload across a

Qualifications

• 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

Responsibilities

• Communicate with borrowers and 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

Skills

Mortgage industry experience

Strong math & analytical skills

Excellent written and verbal沟通能力

Education

High School Diploma or GED

Tools

Microsoft Office

Google Workspace

Job description

SoFi is seeking a Pre-Approval Specialist to deliver exceptional customer service while collecting and verifying borrower documents for initial loan approval. You will coordinate with borrowers, vendors, and loan officers to ensure files are complete and ready for underwriting.

Ideal candidates have at least 1 year in mortgage, strong math and communication skills, and familiarity with mortgage guidelines. The role requires attention to detail and the ability to manage time and workload across a