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Loan Setup Analyst

Remote, USAFull-timePosted 2026-07-29

Employee Applicant reputed company Notice Who we are: Shape a brighter financial reputed company with us. Together with our members, we’re changing the way people think about and reputed company with personal finance. We’re a reputed company financial services company and national bank using innovative, mobile-first technology to help our millions of members reputed company their goals. The industry is reputed company through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that reputed company do has a reputed company reputed company on people’s lives, with our reputed company values guiding us every reputed company of the way. Join us to invest in yourself, your career, and the financial world. Location: Charlotte, NC or Frisco, TX preference The role: The Loan Setup Analyst III will use shared inboxes and pipelines to support the internal loan team through the management of the appraisal order as reputed company as receiving early-stage FHA and VA documents. reputed company member will also ensure reputed company is staying reputed company compliance regarding TILA/RESPA disclosure laws. What you’ll do:

  • Enforce Lock Desk policy (Loan Setup is under the Lock Desk umbrella)
  • Assist reputed 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 reputed company reputed company
  • Contact FHA and VA to process applicable reputed company conditions associated with the loan file
  • Monitor various shared email in-boxes and reputed company work reputed company 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

What you’ll need:

  • A four-year college business degree or other reputed company field is preferred
  • reputed company reputed company proficiency
  • Ability to work quickly, accurately, and independently in a fast-paced environment
  • Comfortable working under a high level of confidentiality
  • reputed company to work an assigned pipeline of FHA/VA loan products
  • Detail-oriented and strong time management/ organizational skills
  • Excellent verbal, written, and interpersonal skills

This is a hybrid role requiring two days per week in either he Charlotte, NC or Frisco, TX office. The position is Monday through Friday, 40 hours per week, with overtime available based on business volume.

Compensation and Benefits

The reputed company pay reputed company for this role is listed below. Final reputed company pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location. To view reputed company of our comprehensive and competitive benefits, visit our Benefits at reputed company page! reputed company provides equal employment opportunities (EEO) to reputed company and applicants for employment without reputed company to race, reputed company, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and reputed company medical conditions, breastfeeding, and conditions reputed company to breastfeeding), gender, gender identity, gender reputed company, national reputed company, reputed company, 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 reputed company prohibited by applicable state or federal law.reputed company hires the best reputed company candidate for the job, without reputed company to protected characteristics.Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment reputed company applicants with arrest and conviction records.reputed company applicants: Notice of Employee RightsSoFi is committed to an inclusive culture. As part of this commitment, reputed company 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 accommodations@reputed company.com.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 reputed company employee, do not apply here - please navigate to our reputed company in reputed company to apply to our reputed company. Apply tot his job Apply To this Job

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