Member Service Representative Lending Review
Member Service Representative Lending Review
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Salary Not Disclosed
1 Vacancy
Job Description
Job Description
OMS (Review) Job Description:
The role:
The Originations Specialist is a fulltime role designed to provide a handson Best in Class loan experience for our SoFi members. The Originations Specialist will complete a sixweek classroom and onthejob training course. Upon training completion you will review Personal loan applications to validate the accuracy of the application to include the identity employment and income of the borrower. Upon mastery of the Personal loan product you will learn Student Loans and InSchool loans to support our full suite of unsecured lending products.
What youll do:
- Review loan applications according to credit policies and procedures including analyzing credit reports calculating income from various sources and verifying documents provided by applicants
- Verify members identity and other required regulatory documentation
- Clearly document Member interactions using selected templates where appropriate
- Perform outbound outreaches to applicants to successfully move applications through the process of funding
- Demonstrate empathy professionalism topnotch problemsolving skills relationship management
- Follow compliance and regulatory guidelines to protect sensitive information and meet the Member needs
- Operate within a team environment of 1520 team members working towards a common goal
- Share insights with teammates regarding the root causes of member inquiries concerns and complaints. Advocate on our members behalf to improve our products operations and policies
- Develop knowledge of internal processes and procedures to ensure the quality of loan system data and the adequacy of paperless loan documentation
- Perform ad hoc duties as assigned
What youll need:
- 1 year experience in customer service or call center environment
- A passion for helping others while solving problems quickly
- Professional demeanor and strong work ethic attention to detail
- Excellent verbal and written communication skills
- Excellent organizational and time management skills
- Proficient in Google products data visualization tools customer service tools and admin tools
- A selfstarter able to make decisions while applying analytical skills required to manage reviewing tasks
- Able to learn retain and apply new information quickly
- Able to identify trends in your daytoday work in a spreadsheet in a series of charts/graphs and connect those trends to a possible root cause
- To establish productive working relationships with coworkers management and clients
- College degree desired. High school diploma or GED required
- Experience in finance or banking industry is a plus
- Ability to work alternative schedules: weekends and weekdays evenings and early mornings
- Flexibility to work overtime as the need arises
Required Experience:
Unclear Seniority
Employment Type
Full Time
