Loan Setup Analyst
Employee Applicant Privacy Notice
Who we are:
Welcoming, collaborative and having the opportunity to make an impact - is how our employees describe working here. Galileo is a financial technology company that provides innovative and revolutionary software products and services that power some of the world's largest Fintechs. We are the only payments innovator that applies tech and engineering capabilities to empower Fintechs and financial institutions to unleash their full creativity to achieve their most inspired goals. Galileo leads its industry with superior fraud detection, security, decision-making analytics and regulatory compliance functionality combined with customized, responsive and flexible programs to accelerate the success of all payments companies and solve tomorrow's payments challenges today. We hire energetic and creative employees while providing them the opportunity to excel in their careers and make a difference for our clients. Learn more about us and why we work here at https://www.galileo-ft.com/working-at-galileo.
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 well as receiving early-stage FHA and VA documents. The team member will also ensure SoFi is staying within compliance regarding TILA/RESPA disclosure laws.
What you’ll do:
- 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
What you’ll need:
- A four-year college business degree or other related field is preferred
- 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
This is a hybrid role requiring two days per week in either the 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 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.
This role may also be eligible for a bonus and/or long term incentives. Your recruiter will provide more information to you. All roles are eligible for competitive benefits. More information about our employee benefits can be found in the link below.
Benefits
To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi & Galileo page!
US-Based Base Compensation
$22.40—$42 USD
Galileo Financial Technologies 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 Rights
Galileo is committed to an inclusive culture. As part of this commitment, Galileo 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@sofi.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 current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.