Investing in visionary founders, transformational technology and emergent ecosystems for a new world.

Innovation Endeavors
Innovation Endeavors

Originations Specialist II (Funding)



Jacksonville, FL, USA · Claymont, DE, USA · cottonwood heights, ut, usa
Posted on Wednesday, July 3, 2024

Employee Applicant Privacy Notice

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 Originations Specialist II (Funding) partners with the Review team, Member Experience team, and other internal and external partners to create a seamless member experience during the funding process of SoFi’s Personal loans, Student loans, and Private School loan products. The Originations Specialists II (Funding) is the final checkpoint to ensure the accuracy of loan information before disbursement to the member. Success specialists put our member’s interests first and run after any problem to create an easy and convenient member journey. This person will be key in helping our members achieve financial independence and contribute to SoFi’s continued success.

What you’ll do:

  • Review ​payment ​and ​account ​details for accuracy before ​disbursing the loan to the member.
  • Review applications that require bank account verification according to credit policies and procedures.
  • If additional information is required, contact members through inbound or outbound phone calls and emails.
  • Provide world-class customer service through friendly, professional, and responsive communication with our internal partners and members.
  • Work closely with the Review team as subject matter experts to answer questions about loan entry, loan servicers, product type questions, and qualified education loans.
  • Review and process enrollment account updates and resolve payment issues that may arise regarding SoFi’s At Work Program.
  • Use your resources. Familiarize yourself with the knowledge base tool that houses the answers to any question regarding policies and procedures.
  • Documentation is key. Utilize available notation tools to document the member's account with information about your interaction. Notes must be clear and concise.
  • Be flexible and agile, as responsibilities may change based on business needs and our members' needs.

What you’ll need:

  • 1-2 years of experience in a customer service role in the banking or financial services industry preferred
  • Less ​than ​a ​one ​percent ​error ​rate ​for ​funding ​quality ​scores for ​internal ​candidates
  • A high ​school ​diploma ​or ​GED is required
  • Excellent ​written ​and ​verbal ​communication ​skills
  • Able to move between duties quickly and efficiently with excellent organizational, attention to detail, and time management skills to meet critical deadlines
  • Proficiency in Google Sheets and/or Excel is required
  • Ability to remain calm and professional under pressure to successfully navigate complex work assignments/situations efficiently and effectively
  • Demonstrated ability to establish productive working relationships with co-workers, management, and members
  • Self-motivated and able to work independently, applying analytical skills required to manage tasks

Nice to have:

  • Credit, ​underwriting, and customer service experience with ​personal loans, student loans, or private student loan products in the banking or financial services industry
  • A college degree is highly preferred but not required
Compensation and Benefits
The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location.
To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!
SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
The Company hires the best qualified candidate for the job, without regard to protected characteristics.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
New York applicants: Notice of Employee Rights
SoFi is committed to embracing diversity. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
Internal Employees
If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.