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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.
The Role:
The Originations Specialist II (Pre Funding) partners with the Review team, Member Experience team, and other internal and external partners to create a seamless member experience during the funding process of SoFi’s Personal loans, Student loans, and Private School loan products. The Originations Specialists II (Pre Funding) is the final checkpoint to ensure the accuracy of loan information before disbursement to the member. Success specialists put our member’s interests first and run after any problem to create an easy and convenient member journey. This person will be key in helping our members achieve financial independence and contribute to SoFi’s continued success.
What You’ll Do:
Review ID reviews, VOE’s, payment and account details for accuracy before disbursing the loan to the member.
Review applications that require bank account verification according to credit policies and procedures.
If additional information is required, contact members through outbound phone calls and emails.
Provide world-class customer service through friendly, professional, and responsive communication with our internal partners and members.
Work closely with the Review team as subject matter experts to answer questions about loan entry, loan servicers, product type questions, and qualified education loans.
Review and process enrollment account updates and resolve payment issues that may arise regarding SoFi’s At Work Program.
Use your resources. Familiarize yourself with the knowledge base tool that houses the answers to any question regarding policies and procedures.
Documentation is key. Utilize available notation tools to document the member's account with information about your interaction. Notes must be clear and concise.
Be flexible and agile, as responsibilities may change based on business needs and our members' needs.
What You’ll Need:
1-2 years of experience in a customer service role in the banking or financial services industry preferred
Less than a one percent error rate for funding quality scores for internal candidates
A high school diploma or GED is required
Excellent written and verbal communication skills
Able to move between duties quickly and efficiently with excellent organizational, attention to detail, and time management skills to meet critical deadlines
Proficiency in Google Sheets and/or Excel is required
Ability to remain calm and professional under pressure to successfully navigate complex work assignments/situations efficiently and effectively
Demonstrated ability to establish productive working relationships with co-workers, management, and members
Self-motivated and able to work independently, applying analytical skills required to manage tasks
Nice To Have:
Credit, underwriting, and customer service experience with personal loans, student loans, or private student loan products in the banking or financial services industry
A college degree is highly preferred but not required
