The role
The Originations Specialist is a fulltime role focusing on inbound member support for the SoFi Lending Operations team. Originations Specialists are required to successfully complete a nineweek classroom and onthejob training course. If you are driven and a selfstarter who is able to make decisions while applying analytical skills required to manage reviewing tasks and have the ability to learn retain and apply new information quickly then join SoFi.
Originations Member Support team members provide bestinclass member service to SoFi lending members and potential members through our phone and chat inbound channels.. Youll work with various internal teams to assist members with their questions. If youre successful and want to grow a natural progression can lead to any number of higherlevel individual contributors or leadership roles.
What youll do:
- Respond to member inbound inquiries via phone and chat regarding SoFia Student Loan and Personal Loan applications taking upwards of 50 calls per day.
- Take ownership of resolving member inquiries and attempt to foresee the causes of additional inquiries.
- Demonstrate empathy professionalism topnotch problemsolving skills and relationship management
- Follow compliance and regulatory guidelines in order to protect sensitive information and keep our members trust
- 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
- Clearly document Member interactions using templates where appropriate
- Develop strong 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
- Excellent verbal and written communication skills
- Proven organizational and time management skills
- Proficiency in Google products data visualization tools customer service tools and admin tools
- A professional demeanor and strong work ethic and strong attention to detail
- High school diploma or GED required
- Flexibility to work alternative schedules: evenings early mornings weekend days. Some bandwidth for overtime as the need arises
Pluses:
- 1 year experience in finance or banking environment
- 1 years experience in loans or other lending products
Required Experience:
Unclear Seniority