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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
SoFi is seeking an experienced Manager to assist in supporting our growth in our Personal Loan and Student Loan products. The Originations Manager is responsible for driving call center performance of our strategic business partners, while setting and delivering on strategies that improve KPIs for our Personal Loan and Student Loan products. This dynamic role will require you to drive department-wide programs while ensuring our team delivers an exceptional experience to SoFi Members and achieves KPIs. As a leader within our organization, you will ensure that our internal teams and leaders embody the SoFi culture and values to provide a consistent and valued Member experience for our Personal Loan and Student Loan products. The position will work cross-functionally as part of the SoFi Originations Team, coordinating with multiple stakeholders including global partners.
What you’ll do:
You will be responsible for overseeing the direct internal teams and driving production performance across the Originations Team in our call center. You will oversee proper coaching and development of the different teams to ensure they deliver excellent member experiences while maintaining operational efficiencies. You will also be responsible for driving key company objectives and driving a better member experience across all channels.
- Manage and motivate call center staff, including associate managers and agents, to achieve exceptional performance targets and maintain high service standards.
- Deliver exceptional call center results on key performance indicators (KPIs) such as customer satisfaction scores, complaint reduction and resolution rates, while taking proactive action to improve performance
- Provide strong leadership by living the SoFi core values and creating an engaged environment
- Prepare and deliver reporting and communicate Originations KPIs
- Organize and ensure successful delivery of Originations Regulatory Controls and Issue Management Actions
- Ensuring adherence to company policies, industry regulations, and service level agreements.
- Coordinate training or other Originations support needs
- Build trust, employee engagement, and strong relationships within the Originations ecosystem
- Assist with driving the Originations organization towards having the best culture in the world by incorporating key SoFi values into everything we do at SoFi
What you’ll need:
- Preferred Bachelor’s degree
- 3+ years of management experience
- 3+ years of call center experience
- 5+ years of general customer service experience
Experience driving large initiatives or managing projects
- Ability to identify friction points for customers or team members, along with driving process improvements
- Strong analytical skills
- Ability to create and present data to key decision-makers
- Willingness to work with front line team members and managers to drive improvements
- Experience hiring, training, motivating, monitoring and coaching teams of customer service employees, as well as, supervisory staff
Nice to have:
- Prior experience working with Business Process Outsourcing (BPOs)
- Ability and willingness to travel internationally to partner sites as needed
What the Team is Saying
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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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