Employee Applicant Privacy Notice
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.
Job Description
The role:
The Originations Specialist is a full-time role designed to provide a hands-on “Best in Class” loan experience for our SoFi members. The Originations Specialist will complete a six-week classroom and on-the-job training course. Upon training completion, you will review Personal loan applications to validate the accuracy of the application to include the identity, employment, and income of the borrower. Upon mastery of the Personal loan product you will learn Student Loans and In-School loans to support our full suite of unsecured lending products.
What you’ll do:
- Review loan applications according to credit policies and procedures- including analyzing credit reports, calculating income from various sources, and verifying documents provided by applicants
- Verify member’s identity and other required regulatory documentation
- Clearly document Member interactions using selected templates where appropriate
- Perform outbound outreaches to applicants to successfully move applications through the process of funding
- Demonstrate empathy, professionalism, top-notch problem-solving skills, relationship management
- Follow compliance and regulatory guidelines to protect sensitive information and meet the Member needs
- Operate within a team environment of 15-20 team members, working towards a common goal
- 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
- Develop 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
- Professional demeanor and strong work ethic attention to detail
- Excellent verbal and written communication skills
- Excellent organizational and time management skills
- Proficient in Google products, data visualization tools, customer service tools, and admin tools
- A self-starter, able to make decisions while applying analytical skills required to manage reviewing tasks
What the Team is Saying
Similar Jobs
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.
Gallery
SoFi Offices
Hybrid Workspace
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!
