Full-Time

Originations Specialist

Oms

Posted on 1/14/2025

SoFi

SoFi

1,001-5,000 employees

Offers diverse personal finance solutions

Fintech
Financial Services

Junior

Company Historically Provides H1B Sponsorship

Jacksonville, FL, USA

Category
Commercial Banking
Finance & Banking

You match the following SoFi's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • 1+ year experience in customer service or call center environment
  • Excellent verbal and written communication skills
  • Proven organizational and time management skills
  • Proficiency in Google products, data visualization tools, customer service tools, and admin tools
  • A professional demeanor and strong work ethic and strong attention to detail
  • High school diploma or GED required
  • Flexibility to work alternative schedules: evenings, early mornings, weekend days. Some bandwidth for overtime as the need arises
Responsibilities
  • Respond to member inbound inquiries via phone and chat regarding SoFi’s Student Loan and Personal Loan applications, taking upwards of 50+ calls per day
  • Take ownership of resolving member inquiries and attempt to foresee the causes of additional inquiries
  • Demonstrate empathy, professionalism, top-notch problem-solving skills, and relationship management
  • Follow compliance and regulatory guidelines in order to protect sensitive information and keep our members’ trust
  • 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
  • Clearly document Member interactions using templates where appropriate
  • Develop strong 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
Desired Qualifications
  • 1+ year experience in finance or banking environment
  • 1+ years experience in loans or other lending products

SoFi provides a variety of financial services aimed at helping individuals manage their money effectively. Its offerings include home loans, personal loans, student loan refinancing, credit cards, and investment options. SoFi's platform is designed to be user-friendly and mobile-first, allowing members to easily access and utilize these services. The company differentiates itself from competitors by offering a comprehensive suite of financial products under one roof, along with educational resources to assist users in making informed financial decisions. SoFi's goal is to create a seamless experience for its members, encouraging them to engage with multiple services while fostering an inclusive environment.

Company Stage

IPO

Total Funding

$4B

Headquarters

San Francisco, California

Founded

2011

Growth & Insights
Headcount

6 month growth

-7%

1 year growth

0%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • SoFi's member base reached over 10 million, indicating strong customer acquisition.
  • The $525 million securitization deal highlights demand for SoFi's personal loans.
  • Potential re-entry into crypto could diversify SoFi's investment offerings.

What critics are saying

  • Increased competition from fintech firms like Robinhood could impact market share.
  • Regulatory changes in crypto could create compliance challenges for SoFi.
  • Rapid member growth may strain SoFi's resources and customer service.

What makes SoFi unique

  • SoFi offers a comprehensive suite of financial products under one platform.
  • The company leverages mobile-first technology to enhance user experience and engagement.
  • SoFi's member-centric approach fosters loyalty and long-term customer relationships.

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Benefits

You’re taken care of. SoFi employees receive comprehensive health, vision, dental, life insurance, and disability benefits—as well as flexible time off, fitness, fertility, and family planning options.

Realize your ambitions. We want to help our employees achieve financial freedom, just like our members. That’s why we contribute $200 per month toward your student loans to help pay down your debt—plus free financial classes.

Never stop learning. We offer frequent training, mentorship opportunities, and leadership programs to develop our people. We also cover tuition costs for approved programs, up to $5,250 per year.

INACTIVE