Originations Specialist II (Funding)
SoFi, Jacksonville, FL, United States
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 Role The Originations Specialist II (Pre 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 role 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 ID reviews, VOE’s, 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 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.
Familiarize yourself with the knowledge base tool that houses the answers to any question regarding policies and procedures.
Document the member's account with clear and concise notes using the available notation tools.
Be flexible and agile, as responsibilities may change based on business needs and 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 an inclusive culture. 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.
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The Role The Originations Specialist II (Pre 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 role 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 ID reviews, VOE’s, 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 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.
Familiarize yourself with the knowledge base tool that houses the answers to any question regarding policies and procedures.
Document the member's account with clear and concise notes using the available notation tools.
Be flexible and agile, as responsibilities may change based on business needs and 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 an inclusive culture. 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.
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