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Lending Support Specialist

22 hours, 27 minutes ago
United States
Full-time
Junior
Customer Support
Customer and Technical Support
Apply Now
SoFi

SoFi

SoFi specializes in providing a comprehensive financial platform that empowers individuals to achieve their financial goals through services such as student loan refinancing, debt consolidation, home buying assistance, and investment opportunities, all...

Capital Markets
1K-5K
Founded 2011
$2900M raised
View All Jobs 45

Description

  • Review and verify payment and account details in Student Loan Refinance (SLR) applications prior to disbursement.
  • Process and review personal loan returned-fund cases that require bank account verification according to credit policies and procedures.
  • Make outbound phone calls and send emails to members to collect additional information and resolve inquiries.
  • Research, investigate, and resolve payment issues and discrepancies, including payment application inquiries and refund processing for SLR and in-school loans.
  • Send daily payment rosters to loan servicers and communicate with servicers/lenders and Finance & Accounting to ensure correct payment allocation.
  • Prepare, review, validate, and collect documentation related to new loan services in Operator and prepare materials for mail processing.
  • Partner with Nelnet and other external partners to answer questions and coordinate Student Loan Refinance deboard and servicing requests.
  • Collaborate with product partners, Engineering, FinOps, Compliance, Legal, QC, Investor Relations, and Senior Management to identify operational issues, escalate unresolved cases, and suggest process improvements.
  • Escalate complex or unresolved issues to the Remediation Team or Senior Management.
  • Serve as a subject-matter expert for the Review team on loan entry, loan servicers, product types, and qualified education loans.

Requirements

  • 1+ years of experience in review and/or pre-funding roles with personal and student loans.
  • Excellent written and verbal communication skills with the ability to explain processes clearly and follow up effectively.
  • Strong attention to detail and accuracy.
  • Demonstrated ability to work under pressure with a professional demeanor and strong work ethic.
  • Ability to manage multiple tasks, meet deadlines, and work in a fast-paced environment.
  • Proven ability to establish productive working relationships with co-workers, management, members, and external partners.
  • Self-motivated and able to work independently while applying analytical skills to complete tasks efficiently.
  • Excellent organizational and time-management skills.
  • Willingness to take on projects and adapt to changing business and member needs.

Benefits

  • Base pay range is provided (final offer determined by experience, skills, and location).
  • Comprehensive and competitive benefits package (details available on SoFi benefits page).
  • SoFi provides equal employment opportunities and an inclusive workplace.
  • SoFi offers reasonable accommodations for candidates with physical or mental disabilities during the application and interview process.
  • Note regarding location: remote work is not available from Hawaii or Alaska due to insurance coverage limitations.

Interested in this position?

Apply directly on the company website

Apply Now

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