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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 Payments Specialist is a part of the BBB Operations - Cash Management Implementation Services team and is responsible for supporting commercial clients daily cash management transactions including wire transfers, ACH and internal bank transfers. The individual will ensure all payments are processed timely and confirm all process controls are in place. A daily validation/reconciliation of payments processed will be done between the ebanking platform and Fed banking partner. As part of a dynamic team, the Payments specialists provide quality service and operational support for the assigned area's internal and external business partners as well as providing advice and assisting with training for less experienced team members. Individuals at this level are expected to use some independence of thought but to refer more complex problems to department management.
By joining SoFi, you're joining a new kind of finance company based around speed, transparency, and alignment with our members’ interests. Our goal is to be the center of our members’ financial lives. We created student loan refinancing, addressing the biggest financial challenge this new generation has through a new approach to lending. We expanded into other types of loans, and then into insurance and wealth management with similarly inventive products. As the company has grown, we’ve been able to help more people with these tools.
What you’ll do:
- Perform wire entry, review, and approval in accordance with dual-control procedures and bank policy (phase 1 & 2)
- Monitor and process payment exceptions, including OFAC alerts, rejected wires, and repair items
- Maintain detailed and accurate records of wire activity, approvals, and exception handling
The hours of the position will be 8:00am – 5:00pm, Monday through Friday. These hours may change as volumes increase to meet daily deadlines.
What you’ll need:
- High school diploma – required, Associates Degree in Finance/Accounting preferred
- Minimum of 4+ years of relevant cash management experience
- Deep understanding of banking and electronic payments.
- Ability to analyze data with a strong attention to detail and accuracy
- Strong problem-solving skills
- Strong written and communication skills
- General accounting knowledge
Top Skills
What the Team is Saying
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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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!
