Social Finance, Inc. logo

Post Close Specialist

Job Overview

Location

Charlotte, NC

Job Type

Full-time

Category

Operations

Date Posted

April 21, 2026

Full Job Description

📋 Description

  • The Post Close Specialist at Social Finance, Inc. (SoFi) plays a critical role in ensuring the accuracy, completeness, and regulatory compliance of loan documentation after closing, directly supporting investor delivery and the integrity of SoFi’s lending operations.
  • Day-to-day responsibilities include reviewing post-closing loan documents for accuracy and compliance, preparing and delivering loan packages to investors, entering and maintaining loan data in internal systems, serving as the primary point of contact for documentation inquiries, resolving discrepancies, performing quality control reviews, managing file organization, and generating performance reports.
  • SoFi is a next-generation financial services company and national bank leveraging mobile-first technology to transform personal finance for millions of members, guided by core values that emphasize impact, innovation, and inclusivity in shaping a brighter financial future.
  • In this role, you will develop deep expertise in mortgage post-closing processes, regulatory compliance, and loan documentation standards while strengthening organizational, analytical, and communication skills in a fast-paced, mission-driven environment.

Skills & Technologies

Remote
Degree Required

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Social Finance, Inc. logo
Social Finance, Inc.
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About Social Finance, Inc.

Social Finance, Inc. is an American online personal finance company that offers lending, savings, investing, and insurance products through a mobile-first platform. Founded in 2011, it provides student-loan refinancing, personal and mortgage loans, checking and savings accounts, credit cards, and active and automated investing. SoFi uses alternative underwriting data and career-based pricing, targets high-earning millennials, and bundles services into a membership model with career coaching and financial planning. Headquartered in San Francisco, it went public in 2021 through a SPAC merger and operates as a bank holding company after acquiring Golden Pacific Bancorp.

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