Loan Verification Specialist (Loan Reviewer)

13 hours, 59 minutes ago
Full-time
Junior
Customer and Technical Support
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

Description

  • Review loan applications according to credit policies and procedures, including analyzing credit reports, income sources, and supporting documents.
  • Work with both simple and complex financial profiles, including self-employed applicants.
  • Verify member identity and other required regulatory documentation.
  • Document member interactions clearly using approved templates when appropriate.
  • Conduct outbound outreach to applicants to help move applications through the funding process.
  • Use empathy, professionalism, and problem-solving skills to support member needs and manage relationships.
  • Follow compliance and regulatory guidelines to protect sensitive information and meet member needs.
  • Work collaboratively with a team of 15-20 members toward shared goals.
  • Share insights on root causes of member inquiries, concerns, and complaints and advocate for process improvements.
  • Maintain strong knowledge of internal processes to ensure accurate loan system data and complete paperless loan documentation.

Requirements

  • 2+ years of experience in a contact center environment.
  • 1+ years of experience in financial services.
  • High school diploma or GED required; college degree preferred.
  • Strong connection to SoFi’s mission and values.
  • Strong verbal and written communication skills.
  • Excellent organizational and time management skills.
  • Proficiency with Google products, data visualization tools, customer service tools, and admin tools.
  • Ability to work alternative schedules, including weekends, weekdays, evenings, and early mornings.
  • Flexibility to work overtime as needed.
  • Professional demeanor, high accuracy, strong attention to detail, and analytical decision-making skills.
  • Ability to learn, retain, and apply new information quickly.
  • Ability to identify trends in spreadsheets, charts, and graphs and connect them to root causes.
  • Ability to build productive working relationships with coworkers, management, and clients.

Benefits

  • Base pay range is provided, with final offer determined by experience, skills, and location.
  • Access to SoFi’s comprehensive and competitive benefits package.
  • Reasonable accommodations available for candidates with physical or mental disabilities.
  • Equal employment opportunity regardless of protected characteristics.
  • Consideration of qualified applicants with arrest and conviction records under the San Francisco Fair Chance Ordinance.
  • Remote work is not currently available from Hawaii or Alaska due to insurance coverage issues.

Interested in this position?

Apply directly on the company website

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