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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 Reconciliation Specialist is a part of the Payments COE - Commercial Payments Services (CPS) Settlements Team and is responsible to ensure that all transaction volumes are processed and reconciled on a daily basis. The reconciliation specialist will use excel as the source to perform daily reconciliation for each commercial partner’s daily activity between the FBO account and sub ledger accounts at Galileo. The reconciliation specialist is also responsible for managing postings/exceptions. Consistent communication with the CPS, Galileo, EPD (engineering & product) and Accounting is expected to ensure reporting and resolution of all differences are timely and accurate. As part of a dynamic team, CPS Back Office representatives provide quality service and effective and efficient 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:
- Daily completion of settlements for services associated with the CPS’s FBO accounts and sub ledgers with Galileo using Excel spreadsheets.
- Work with other Bank departments to rectify posting discrepancies
- Accurate and timely reporting of differences
- Reporting untimely resolutions to management
- Ensure changes are made to settlements as needed
- Ensure SOPs are kept up to date as changes are made
- Work with Product and Engineering for automation possibilities
- Other duties as assigned
- Qualified candidates are those who love variety in a fast- paced environment and work with an exceptional attention to detail and a high level of accuracy while meeting deadlines
- Tech savvy and possessing strong analytic and problem-solving skills are beneficial; knowledge of banking regulations is desired
- Successful candidates are flexible, dependable team players and self-disciplined in time management
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 3+ years of relevant banking reconciliation experience
- Deep understanding of how the financial world works
- Ability to analyze data with a strong attention to detail and accuracy
- Strong problem-solving skills
- Strong written and communication skills
- General accounting knowledge
What the Team is Saying
SoFi Compensation & Benefits Highlights
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Healthcare Strength — Comprehensive medical, dental, and vision plans are paired with mental-health coaching/therapy, EAP access, and wellness programs, with options noted for low or fully covered premiums. Company-paid life and disability insurance further strengthen core protection.
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Parental & Family Support — Up to 12 weeks fully paid parental leave is complemented by fertility/adoption resources, subsidized back-up child/elder care, caregiver leave, and pet insurance. A 2026 program also matches a new federal $1,000 seed for eligible children’s investment accounts.
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Leave & Time Off Breadth — Exempt employees have flexible/unlimited vacation alongside early-release “SoFi Fridays,” while non-exempt employees receive generous vacation and sick time. Paid volunteer time and role-appropriate leave options extend time-away coverage.
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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!
