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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 Associate Manager, Originations (Review) is responsible for leading, coaching, and developing a team of Origination Specialist (Review) agents who handle the review and processing of SoFi’s Personal loans, Student loans, and Private School loan products. In addition to supervising our loan review agents to success metrics, you will also help us identify and implement improvement opportunities to help our SoFi members, improve our employee experience with the Originations Review team, and help our review agents develop and grow their careers.
What You’ll Do:
- Independently manage teams of 15-20 loan reviewers, monitoring their workload to ensure the appropriate allocation of resources is in place to meet service level agreements (SLAs) and key performance indicators (KPIs)
- Mentor, coach and develop the Review team members both in loan processing and in member interactions via phone and email
- Hire, train, motivate, monitor, and coach new Origination Specialist (Review) agents and serve as a second tier for escalated customer issues and questions
- Handle special member circumstances and problems as they arise
- Ensure that the team is following procedures to stay compliant while providing a “Best in Class” loan experience for our SoFi members
- Performance manage team members through scorecard metrics
- Foster a culture of accountability and continuous improvement within the team
- Identify escalated issues and propose recommended solutions regarding potential issues with process, systems, and operations inefficiencies, to direct manager to contribute to operational success
What You’ll Need:
- 1-2 years of customer service experience at a financial institutions
- Associate's Degree preferred but not required
- Exceptional time management skills with the proven ability to manage multiple priorities and work in a fast-paced environment
- Excellent written and verbal communication skills are required to answer questions and communicate issues clearly & concisely to associates, members, and management
- Ability to react to change quickly and implement new processes & procedures
- Work independently with little or no supervision
- Professional demeanor and excellent work habits are essential
- Available for all operating hours including evenings and weekends
Nice to have:
- 2-4 years of supervisory or management role preferred
- Loan processing, student loan originations, consumer credit, or consumer lending experience is highly preferred
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What We Do
SoFi wasn’t built to be a bank. Or a technology company. We were built for one mission: help people achieve financial independence so they can realize their ambitions.
Redefining an entire industry isn’t easy work—and it’s not for the faint of heart. It takes a certain kind of team. People with diverse perspectives and expertise, united by a common sense of purpose. People willing to challenge assumptions but always do the right thing. People proving that innovation and responsibility don’t have to compete, but can come together to create something truly unconventional in the world.
For the last eight years, we’ve been charting this new path forward. We call it The SoFi Way.
At SoFi, we don’t just talk about culture: we live it. The SoFi Way is how we show up every day, how we make decisions, and how we build for our members, clients, and each other.
Why Work With Us
Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation Fintech company using innovative, mobile-first technology to help our members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront.
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Employees engage in a combination of remote and on-site work.
For the majority of our workforce who work on a hybrid schedule, the in-office requirement is a handful of days per month!
