Adhesion Wealth Advisor Solutions Logo

Adhesion Wealth Advisor Solutions

Closing Manager - Home Equity

Posted 2 Months Ago
Be an Early Applicant
Remote
Hiring Remotely in United States
Senior level
Remote
Hiring Remotely in United States
Senior level
The Closing Manager leads a team of closers to ensure accurate and effective loan closing processes, optimizing workflows, conducting team meetings, and addressing escalated issues. Responsibilities include reviewing reports, managing the closing pipeline, and making loan-level decisions to ensure compliance and timely closings.
The summary above was generated by AI

Employee Applicant Privacy Notice

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.

The role:

The Closing Manager will lead a team of closers through all functions in the closing process to ensure loans are closed effectively and accurately. This includes optimizing closing workflows and coaching and training the team as necessary. The manager is responsible for directing the development of the team's closers, identifying opportunities for process improvements, and creating/supporting a culture of teamwork in and outside the department.

What you'll do:

  • Manage a team of 8-10 loan closers.
  • Review the Closing Activity Report to track metrics for minimum requirements.
  • Separate closing expectations sheet.
  • Review the pipeline to ensure closing packages are all out for the current day (morning).
  • Review the pipeline to see how many packages are outstanding for the next business day (evening).
  • Answer emails from title, borrowers, and SoFi employees.
  • Assign out rush purchases from processing.
  • Assisting with escalated loan files.
  • Assign files to the team if anyone is out of the office.
  • Assist with problem loans and post closing process. 
  • Update auto assigner as needed.
  • Work files on outcome reports (3 times daily).
  • Conduct weekly team meetings
  • Authority to make decisions on the closing team, start projects, and improve workflows.
  • Makes loan-level decisions on files to get loans closed on time and in compliance with TRID.

What you'll need:

  • 5 years’ experience in the mortgage industry
  • 1 year of management experience
  • 2 years experience in mortgage closing
  • Experience with post closing and post funding (preferred) 
  • Bachelor’s degree (preferred)

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 RightsSoFi 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.

Similar Jobs

3 Minutes Ago
Easy Apply
Remote
Hybrid
USA
Easy Apply
65K-85K
Mid level
65K-85K
Mid level
App development • Automation
The Event Marketing Coordinator will support accounting functions, manage financial records, assist in reports, and ensure compliance with regulations, while also optimizing accounting processes.
Top Skills: IntacctExcelNetSuiteQuickbooks
3 Minutes Ago
Easy Apply
Remote
Hybrid
Baltimore, MD, USA
Easy Apply
65K-85K
Mid level
65K-85K
Mid level
App development • Automation
This role involves maintaining financial records, preparing reports, analyzing data, and ensuring compliance. Responsibilities include account reconciliations, billing analysis, and assisting in preparing budgets and financial statements.
Top Skills: IntacctExcelNetSuiteQuickbooks
3 Minutes Ago
Easy Apply
Remote
Hybrid
United States
Easy Apply
65K-85K
Mid level
65K-85K
Mid level
App development • Automation
The Staff/Senior Accountant will manage accounting functions, ensure compliance, prepare financial statements, and improve processes within the finance team.
Top Skills: IntacctExcelNetSuiteQuickbooks

What you need to know about the Charlotte Tech Scene

Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.

Key Facts About Charlotte Tech

  • Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
  • Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
  • Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
  • Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account