Full-Time
SoFi
1,001-5,000 employees
Offers diverse personal finance solutions
Compensation Overview
$19.50/hr
Entry, Junior
Company Historically Provides H1B Sponsorship
Salt Lake City, UT, USA
Ability to attend onsite training if required - 6 weeks of training may be in office. Ability to work 2 days in office after training is completed.
- Previous customer service experience, preferably in a similar industry or Call Center environment
- Strong verbal and written communication skills
- Experience with providing world-class customer service and meeting critical deadlines in a dynamic, rapidly changing environment
- Active listening skills to understand customer needs and provide effective solutions
- Basic computer skills with solid proficiency in Google Suite
- Empathy and patience in dealing with customer inquiries and concerns
- Ability to handle high-stress situations and irate customers with professionalism
- Willingness to learn and stay updated on company policies, products, and services
- Adaptability to handle a variety of customer queries and requests
- Time management and organizational skills to handle multiple inquiries simultaneously
- Ability to work days, evenings, and nights. Operation hours are between Monday- Thursday 6:00 AM - 8:00 PM MST/ Friday 6:00 AM -6:00 PM MST
- Experience handling high-volume transactions across multiple channels of communication
- High school diploma or GED required
- Must successfully pass FINRA fingerprint background check
- Ability to attend onsite training if required - 6 weeks of training may be in office
- Ability to work 2 days in office after training is completed
- Salt Lake City office only (located in Cottonwood Heights)
- Provide industry-leading customer service that leverages soft skills, balancing being efficient and ultimately leading to First Call Resolution (FCR)
- Respond to customer inbound inquiries via phone, chat, and email regarding the SoFi Checking & Savings, SoFi Money, Samsung Money by SoFi, and SoFi Invest products
- Timely and accurately deliver information to SoFi Members while notating correspondence after each customer contact is handled
- Take ownership of resolving member inquiries and attempt to foresee causes for additional inquiries
- Exercise consultative techniques demonstrating advocacy for customers, effective call control, and educating members on various tools/features to help them get their money right
- Troubleshoot, advocate, and show genuine empathy in conversations to deescalate simple or complex inquiries
- Meet or exceed specific performance metrics designed to measure the core responsibilities of the role
- Proactively share insights with management regarding inquiries, concerns, and or complaints to improve our products, operations, and policies
- Expand the scope of your primary role to support other lines of business based on business needs
- Receive inbound calls and chats, raise service request tickets, send emails, and perform callbacks to client customers
- Problem solves and promptly handles escalated issues requiring special handling through coordination with various internal departments to find resolutions to customer queries/issues/concerns
- Manage customer expectations on timeline and resolution. Find the best solutions to ensure customer requirements are met
- Proactively follow up on outstanding issues with internal functional areas and with external clients
- Treat customers in a consistent, courteous, and efficient manner according to quality monitoring guidelines and SoFi Member Experience standards
SoFi provides a variety of financial services aimed at helping individuals manage their money effectively. Their 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 Size
1,001-5,000
Company Stage
IPO
Headquarters
San Francisco, California
Founded
2011
Simplify's Take
What believers are saying
- SoFi's member deposits grew to $27.3 billion, indicating strong customer trust.
- The company secured $3.2 billion in commitments to expand its Loan Platform Business.
- Cross-selling of financial products is accelerating, increasing customer lifetime value.
What critics are saying
- Increased competition from digital investing platforms like Robinhood may affect SoFi's growth.
- Resumption of student loan collections could lead to higher default rates among SoFi's customers.
- SoFi's reliance on partnerships for loan origination exposes it to potential partner risks.
What makes SoFi unique
- SoFi offers a comprehensive suite of financial products under one roof.
- The company leverages mobile-first technology to enhance user experience.
- SoFi provides educational resources to help users navigate complex financial decisions.
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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.
Growth & Insights and Company News
6 month growth
↓ -8%1 year growth
↑ 0%2 year growth
↑ 0%Francesca Barrett, a Kent State graduate, has never missed a student loan payment — even during the pandemic. But that doesn’t mean she’s not struggling with the remainder of her $52,000 student loan. “My first paycheck of the month covers rent, student loan, groceries for two weeks, and I get about $30 left over,” she told News 5 Cleveland. “I look at that number that’s in my bank account two to three times a week.” Barrett is one of the lucky ones. She’s not in default, which puts her in a better position than over five million federal borrowers who are (and four million more nearing default). But that protection doesn’t apply to those who fall behind because starting May 5, the U.S
SoFi Technologies posted first-quarter earnings results Tuesday (April 29) that showed continued growth in deposits and debit spending, as well as a roadmap to fee-based and broadened product offerings, as cross-selling accelerated across its platform. During the quarter, the company added 800,000 new members, up 34% year on year to a current roster of more [] The post SoFi Member Deposits Grow to $27.3 Billion and Cross-Selling Accelerates appeared first on PYMNTS.com.
Controversial but consummately successful podcaster Joe Rogan once said he felt like he’d “made it” financially when he had enough money to eat at a restaurant at night without feeling guilty and stressed about what it cost the following day. Learn More: Here’s the Minimum Salary Required To Be Considered Upper-Middle Class in 2025 Read Next: How Far $750K Plus Social Security Goes in Retirement in Every US Region Rogan’s net worth is now estimated at $200 million, which is all the money in the world — unless you’re Elon Musk. That makes Rogan’s $200 million fortune he made bloviating opinions less than 0.05% of Musk’s $391 billion fortune he made buying cars and rocket ships. The point is that how you feel about wealth is subjective and can come from many sources. In a country where more than half of all six-figure earners reportedly live paycheck to paycheck, how do you know if you’re rich, or at least richer than you think? Here are eight key signs you may be wealthier than most Americans. Your salary, of course, plays a significant role in your ability to accumulate wealth and has a lot to do with how you measure up to the masses
Housing, groceries, gas, utilities and more: Basic needs are expensive these days. It might seem like no matter how much you earn, costs keep creeping up, making it harder to afford everyday life, even if you’re earning more than $60,000 per year. Read Next: 9 Things the Middle Class Should Consider Downsizing To Save on Monthly Expenses Try This: 12 SUVs With the Most Reliable Engines The U.S. Bureau of Labor Statistics found that the median weekly earnings of full-time workers was $1,194 in the first quarter of 2025. Considering there are 52 weeks in a year, that means the average full-time worker’s annual salary is about $62,088. However, despite what seems like a livable wage, most U.S
SoFi has secured agreements that amount to a $3.2 billion expansion to its Loan Platform Business, which refers prequalified borrowers to loan origination partners and originates loans on behalf of third parties.One agreement includes a $2 billion extension of an earlier agreement for personal loans with fund managed by affiliates of global investment manager Fortress Investment Group, while the other involves SoFi originating an additional $1.2 billion in loans with technology powered by a joint venture between Fortress and technology-driven investment firm Edge Focus, SoFi said in a Thursday (April 17) press release.The extension announced in the release builds on a $2 billion agreement between SoFi and Fortress that was announced in October, according to the release.“The additional $3.2 billion commitment helps us better meet borrower demand for personal loans while moving SoFi towards less capital-intensive and more fee-based sources of revenue,” SoFi CEO Anthony Noto said in the release. “We’re building strong momentum for our Loan Platform Business in 2025 and beyond.”Dominick Ruggiero, global co-head of asset-based credit at Fortress, said in the release that the extension of the agreement reflects Fortress’ confidence in SoFi’s consumer loan product offerings.“We are excited to expand this mutually beneficial partnership that helps increase the availability of personal loans for consumers and creates a compelling investment opportunity,” Ruggiero said.SoFi and Fortress Investment Group announced their original $2 billion Loan Platform Business agreement in October.In March, SoFi finalized an agreement with asset manager Blue Owl Capital that is worth at least $5 billion and will allow SoFi to expand its Loan Platform Business.The company said at the time in a press release that the two-year deal with Blue Owl reflects an increasing demand for personal loans from members and debt investors.“Blue Owl is excited to be partnering with SoFi to help meet the growing needs of customers through their loan platform business,” Ivan Zinn, head of alternative credit at Blue Owl, said in the March 13 release. “SoFi has been expanding credit access to more people with innovative solutions. We see a strong opportunity in being part of this growth through this strategic program.”