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The Insurance Agent role at SoFi involves engaging with members to address their insurance needs across various products. Responsibilities include managing sales pipelines, conducting insurance consultations, collaborating with cross-functional teams, and contributing to the operational development of SoFi Protect. Candidates should possess strong sales and communication skills and have a background in Property & Casualty Insurance.
As a Dispute Investigation Associate, you will assist members in resolving disputes by reviewing account details and transaction history. You'll analyze information relative to US banking regulations, articulate the investigation process, mentor team members, and make decisions on claims, ensuring compliance with regulations.
As an Insurance Agent at SoFi Protect, you will assist members with their insurance needs through various communication channels. Your role will cover the entire insurance sales lifecycle and involve collaborating with cross-functional teams to enhance the business. You'll also be responsible for identifying cross-sell opportunities and shaping the operational functions of SoFi Protect.
The Dispute Investigation Associate will assist members in resolving disputes related to transactions. Responsibilities include analyzing account details, understanding banking regulations, mentoring team members, and thoroughly researching disputes using multiple systems and data.
The Senior Compliance Manager will oversee the broker-dealer compliance team, ensuring regulatory requirements are met while managing personnel, conducting audits, and administering compliance programs. This role also involves technology-driven efficiencies and travel for inspections and conferences.
The Senior Compliance Manager will oversee the broker-dealer compliance team, ensuring adherence to compliance responsibilities and driving efficiencies through technology. This role includes managing personnel activities, regulatory audits, staff licensing and registration, handling customer complaints, and coordinating compliance advisory tasks, all while requiring some travel.
The Senior Compliance Manager will oversee the broker-dealer core compliance team, ensuring adherence to compliance policies, conducting regulatory audits, managing personnel licensing and registration, and driving efficiencies through technology. This role requires significant experience in broker-dealer compliance and personnel management, along with strong organizational and analytical skills.
The Senior Compliance Manager at SoFi will oversee broker-dealer compliance, ensuring adherence to policies and procedures. Responsibilities include managing personnel, regulatory audits, trade surveillance, compliance advisory, and customer complaint management, while also driving efficiency through technology. The role requires travel for branch inspections and requires strong management and compliance experience.
The Credit Risk Review Manager leads the loan review team, ensuring compliance with regulatory standards and driving the objectives of the Credit Risk Review Policy. Responsibilities include developing testing plans, overseeing loan review tests, managing a team, and preparing comprehensive reports for senior management.
The Credit Risk Review Manager will lead the loan review team to ensure compliance with regulatory standards and develop an annual testing plan. Responsibilities include managing staff, conducting loan reviews, preparing reports, and staying updated on industry regulations to enhance credit risk practices.
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