About this role
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Who we are:
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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 Appraisal Orders Analyst supports internal loan teams by managing the end-to-end appraisal order process to ensure timely, accurate, and compliant execution. This role exists to keep appraisal workflows moving efficiently by monitoring active orders, coordinating with Appraisal Management Companies (AMCs), and proactively addressing risks that could delay loan closings.
Reporting to the Appraisal Orders Manager, the analyst serves as a key operational partner to loan teams by maintaining visibility into appraisal status, enforcing policy, and escalating issues before they impact service levels or borrower experience.
What you’ll do:
- Enforce Appraisal Orders policy, currently governed under the Lock Desk Policy and Procedures.
- Manage appraisal orders using Reggora, the Appraisal Orders shared inbox, and applicable Encompass pipelines to support efficient file movement.
- Monitor active appraisal pipelines to identify orders at risk and proactively escalate delays or issues to the appropriate internal teams or vendors.
- Serve as a first point of contact between Appraisal Management Companies (AMCs) and internal loan teams to resolve questions, issues, or discrepancies.
- Assist internal partners with FHA and VA case number transfers, appraisal transfers, credit card refund and charge requests, and appraisal-related escalations.
- Monitor the shared Appraisal Orders email inbox to ensure requests are addressed within established SLAs and team performance standards are met.
- Ensure appraisal fees are accurate and orders are placed and delivered in a timely manner with approved AMCs.
- Review and respond to Reggora messages to support timely appraisal delivery and issue resolution.
- Maintain a high level of accuracy, organization, and confidentiality while managing an assigned appraisal pipeline.
This is a hybrid role requiring two days per week in the Charlotte, NC office. The position is Monday through Friday, 40 hours per week, with overtime available based on business volume.
What you’ll need:
- Bachelor’s degree in business or a related field, or equivalent relevant experience.
- Proficiency in Microsoft Excel and comfort working across multiple systems and pipelines.
- Ability to work quickly, accurately, and independently in a fast-paced, deadline-driven environment.
- Experience managing sensitive information and working under a high level of confidentiality.
- Ability to manage an assigned pipeline that includes FHA and VA loan products.
Strong attention to detail with effective time management and organizational skills. - Excellent verbal, written, and interpersonal communication skills, with the ability to collaborate across teams.
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 an inclusive culture. 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.
Other facts
About SoFi
SoFi is a values-driven company on a mission to help our members get their money right. We create modern financial products and services that help people borrow, save, spend, invest, and protect their money better, so that they can achieve financial independence and realize their ambitions—from owning a home to saving for retirement, paying off their student loans, and more.
CFL #6054612; NMLS #1121636 (www.nmlsconsumeraccess.org) Advisory services through SoFi LLC, a registered investment advisor. SoFi Checking and Savings is offered through SoFi Bank, N.A. Member FDIC. SoFi Money™ is offered through SoFi Securities LLC, member FINRA/SIPC.
What you'll do
- The Appraisal Orders Analyst manages the end-to-end appraisal order process to ensure timely and compliant execution. This includes monitoring active orders, coordinating with Appraisal Management Companies, and addressing risks that could delay loan closings.
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