Post Close Specialist jobs in United States
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SoFi · 20 hours ago

Post Close Specialist

SoFi is a next-generation financial services company and national bank focused on innovative technology to enhance personal finance. The Post Close Specialist will maintain relationships with investors and manage loan documentation to ensure high-quality loan delivery.

CreditCredit CardsFinancial ServicesFinTechLendingWealth Management
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H1B Sponsor Likelynote

Responsibilities

Manages an active loan pipeline of outstanding collateral documents, and email inbox
Process all received mail, label and file documents by assigned investor
Scan loan documents into imaging repository system, and update tracking via LOS
Shipping and/or upload of loan documents per investor guidelines and provide accurate manifests
Forward documentation to appropriate document custodian upon request
Researches and resolves loan exceptions identified through the document custodian review process
Engage with title companies and county recorders offices as appropriate
Maintains accurate updates of actions taken to resolve delinquent loans
Meets team SLA’s and ensures loan success
Escalates issues to leaders as appropriate to create action plans for loan resolution
Assist with production and other projects as needed

Qualification

EncompassMortgage documentationConventionalFHAVA experienceMicrosoft OfficeAnalytical skillsAttention to detailInterpersonal skillsOrganizational skillsTeam playerCommunication skills

Required

Must be a team player with strong attention to detail and able to work independently
Strong business acumen and ability to interface with internal and external customers alike
Demonstrate behaviors which are aligned with the organization's desired culture and values
Excellent interpersonal and communication skills
Strong analytical and organizational skills with high attention to detail and accuracy
Highly motivated with a passion for success and delivering remarkable service
Proficiency in Microsoft Office
A minimum of 1 year of mortgage experience
High School diploma or GED required
No license required

Preferred

Experience with Encompass is a plus
Basic understanding of mortgage documentation preferred
Conventional, FHA and VA experience a plus

Company

SoFi is a finance company that offers a range of lending and wealth management services.

H1B Sponsorship

SoFi has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (213)
2024 (117)
2023 (131)
2022 (118)
2021 (81)
2020 (42)

Funding

Current Stage
Public Company
Total Funding
$12.25B
Key Investors
Fortress Investment GroupPGIMQatar Investment Authority
2025-12-04Post Ipo Equity· $1.5B
2025-07-29Post Ipo Equity· $1.5B
2025-04-17Post Ipo Debt· $3.2B

Leadership Team

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Anthony Noto
CEO
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Jeremy Rishel
Chief Technology Officer
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Company data provided by crunchbase