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Social Finance, Inc. (SoFi)

Member Service Representative, Lending

Social Finance, Inc. (SoFi), Cottonwood Heights, Utah, United States

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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 Member Service Representative (Originations Specialist) is a full-time role focusing on inbound member support for the SoFi Lending Operations team. Originations Specialists are required to successfully complete a ten-week classroom and on-the-job training course. If you are driven and a self-starter, who is able to make decisions while applying analytical skills required to manage reviewing tasks and have the ability to learn, retain, and apply new information quickly - then join SoFi.

Originations Member Support team members provide best-in-class member service to SoFi lending members and potential members through our phone and chat inbound channels.. You’ll work with various internal teams to assist members with their questions. If you’re successful and want to grow, a natural progression can lead to any number of higher-level individual contributors or leadership roles.

What you’ll do:

Respond to member inbound inquiries via phone and chat regarding SoFi’a Student Loan and Personal Loan applications, taking upwards of 50+ calls per day.

Take ownership of resolving member inquiries and attempt to foresee the causes of additional inquiries.

Demonstrate empathy, professionalism, top-notch problem-solving skills, and relationship management

Follow compliance and regulatory guidelines in order to protect sensitive information and keep our members’ trust

Share insights with teammates regarding the root causes of member inquiries, concerns, and complaints.

Advocate on our members’ behalf to improve our products, operations, and policies

Clearly document Member interactions using templates where appropriate

Develop strong knowledge of internal processes and procedures to ensure the quality of loan system data and the adequacy of paperless loan documentation

Perform ad hoc duties as assigned

What you’ll need:

1+ year experience in customer service or call center environment

A passion for helping others while solving problems quickly

Excellent verbal and written communication skills

Proven organizational and time management skills

Proficiency in Google products, data visualization tools, customer service tools, and admin tools

A professional demeanor and strong work ethic and strong attention to detail

High school diploma or GED required

Flexibility to work alternative schedules: evenings, early mornings, weekend days. Some bandwidth for overtime as the need arises

Pluses:

1+ year experience in finance or banking environment

1+ year experience in loans or other lending products

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 comprehensiveand competitivebenefits, visit our Benefits at SoFi

page!

Pay range: $17.55 - $19.50

Payment frequency: Hourly

This role is also eligible for a bonus and competitive benefits. More information about our employee benefits can be found in the link above.

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. 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 accommodations@sofi.com. 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.

Apply for this position Operations

UT - Cottonwood Heights

Terms and Conditions Apply. SOFI RESERVES THE RIGHT TO MODIFY OR DISCONTINUE PRODUCTS AND BENEFITS AT ANY TIME WITHOUT NOTICE. To qualify, a borrower must be a U.S. citizen or other eligible status and meet SoFi's underwriting requirements. Not all borrowers receive the lowest rate. Lowest rates reserved for the most creditworthy borrowers. If approved, your actual rate will be within the range of rates listed above and will depend on a variety of factors, including term of loan, evaluation of your creditworthiness, years of professional experience, income, and a variety of other factors. Rates and Terms are subject to change at anytime without notice and are subject to state restrictions.

SoFi refinance loans are private loans and do not have the same repayment options that the federal loan program offers, or may become available, such as Income Based Repayment or Income Contingent Repayment or PAYE.

Licensed by the Department of Financial Protection and Innovation under the California Financing Law License No. 6054612. SoFi loans are originated by SoFi Lending Corp. or an affiliate, NMLS # 696891. (www.nmlsconsumeraccess.org)

✝︎ To check the rates and terms you qualify for, SoFi conducts a soft credit pull that will not affect your credit score. However, if you choose a product and continue your application, we will request your full credit report from one or more consumer reporting agencies, which is considered a hard credit pull and may affect your credit.

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