Senior Manager, Home Loans Support Services

Posted 3 Hours Ago
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Charlotte, NC
Senior level
Fintech • Mobile • Software • Financial Services
SoFi’s mission is to help people reach financial independence to realize their ambitions.
The Role
The Senior Manager of Home Loans Support Services oversees operations in Lock Desk, Client Experience, and Loan Setup, ensuring efficient loan processing and compliance with regulations. This role also focuses on team development, strategic process enhancements, and maintaining high performance through KPIs.
Summary Generated by Built In

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Who we are:
Shape a brighter financial future with us.
Together with our members, we're changing the way people think about and interact with personal finance.
We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we're at the forefront. We're proud to come to work every day knowing that what we do has a direct impact on people's lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.
Job Summary:
The Senior Manager of HL Support Services will oversee the day-to-day operations and strategic direction of the Lock Desk, Client Experience Team, and Loan Services. This role is critical in ensuring seamless loan processing, exceptional client experience, and efficient loan disclosing time frames. The ideal candidate will possess deep industry knowledge, strong leadership skills, and a commitment to continuous improvement.
Key Responsibilities:
Leadership & Strategy
- Provide strategic direction and leadership to the Lock Desk, Client Experience Team, and Loan Setup.
- Develop and implement processes to enhance operational efficiency and service delivery across all teams.
- Foster a culture of accountability, collaboration, and continuous improvement.
- Set and monitor key performance indicators (KPIs) to drive team performance and ensure alignment with organizational goals.
Operational Management:
- Oversee Lock Desk operations, ensuring accurate and timely rate lock management and adherence to investor and regulatory guidelines.
- Lead the Client Experience Team to deliver superior service, address client concerns, and enhance overall satisfaction throughout the mortgage process.
- Oversee Loan Setup which includes Appraisal Orders, Condo & Subordinations, Disclosure Requirements & associated Robotic Workflows.
Compliance & Risk Management:
- Ensure all processes comply with federal, state, and investor regulations.
- Identify and mitigate operational risks within the Shared Services Group.
- Collaborate with internal audit and compliance teams to address findings and implement corrective actions as needed.
- Act as Business Unit Lead for vendors pertaining to the overseen departments
Team Development & Coaching:
- Recruit, train, and develop high-performing teams within Shared Services.
- Provide mentorship and guidance to team leaders, empowering them to manage their respective areas effectively.
Experience:
- 7+ years of progressive leadership experience in mortgage operations, with a focus on shared services functions.
- Strong understanding of mortgage lending and regulatory requirements.
- Experienced at managing multiple teams and functions simultaneously.
- Experience with Encompass, Reggora, NPS, & Optimal Blue a plus.
Skills:
- Exceptional leadership and people management skills.
- Excellent communication and interpersonal skills.
- Strong analytical and problem-solving abilities.
- Proficiency in mortgage technology platforms
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.
To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!
SoFi 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
SoFi is committed to embracing diversity. As part of this commitment, SoFi 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 [email protected].
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.

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The Company
HQ: San Francisco, CA
4,500 Employees
Hybrid Workplace
Year Founded: 2011

What We Do

For over a decade, SoFi has helped transform the Fintech industry by creating financial products and services that help people borrow, save, spend, invest, and protect their money better, so they can achieve financial independence and realize their ambitions. Whether it’s owning a home, saving for retirement, paying off their student loans, or helping our members invest - SoFi is there every step of the way. Want to learn more about how it works? Check it out here: https://www.sofi.com/how-it-works/

Our core values are at the center of how we help our millions of members get their money right. They are our guiding principles for how we think about serving our members, building our company, and most importantly, how we work together. At SoFi, it’s not just what we do - but how we do it.

SoFi is also proud to be the naming rights partner of SoFi Stadium, home of the Los Angeles Chargers and the Los Angeles Rams.

For more information, visit SoFi.com

Why Work With Us

Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation Fintech company using innovative, mobile-first technology to help our members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront.

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