Member Service Representative, Lending

2 hours, 36 minutes ago
Full-time
Entry Level
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

  • Respond to inbound member inquiries by phone and chat about SoFi student loan and personal loan applications.
  • Own the resolution of member inquiries and anticipate follow-up needs.
  • Provide empathetic, professional support while applying strong problem-solving and relationship management.
  • Follow compliance and regulatory guidelines to protect sensitive information and member trust.
  • Share root-cause insights about member inquiries, concerns, and complaints with teammates.
  • Advocate for members to help improve products, operations, and policies.
  • Document member interactions clearly using templates when appropriate.
  • Develop knowledge of internal processes and procedures to maintain accurate loan system data and paperless loan documentation.
  • Perform ad hoc duties as assigned.

Requirements

  • Strong connection to SoFi’s mission and values.
  • Passion for helping others while solving problems quickly.
  • Strong verbal and written communication skills.
  • Excellent organizational and time management skills.
  • Proficiency in Google products, data visualization tools, customer service tools, and administrative tools.
  • Self-starter mentality with the ability to make decisions using analytical skills.
  • Ability to learn, retain, and apply new information quickly.
  • Ability to identify trends in daily work and adjust accordingly.
  • Ability to build productive working relationships with coworkers, management, and clients.
  • Professional demeanor, strong work ethic, high accuracy, and strong attention to detail.
  • High school diploma or GED required.
  • Flexibility to work alternative schedules, including evenings, early mornings, and weekend days, with some overtime as needed.

Benefits

  • Base pay range is provided for the role, with final pay determined by experience, skills, and location.
  • Access to SoFi’s comprehensive and competitive benefits package.
  • Reasonable accommodations are available for candidates with physical or mental disabilities during the application or interview process.
  • Equal employment opportunity regardless of protected characteristics.
  • Consideration for 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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