Associate Manager, Originations (Review)

Cottonwood Heights, UT - USA

Monthly Salary: Not Disclosed

Posted on: 06-09-2025

Vacancies: 1 Vacancy

Job Summary

The Role:

The Associate Manager Originations (Review) is responsible for leading coaching and developing a team of Origination Specialist (Review) agents who handle the review and processing of SoFis Personal loans Student loans and Private School loan addition to supervising our loan review agents to success metrics you will also help us identify and implement improvement opportunities to help our SoFi members improve our employee experience with the Originations Review team and help our review agents develop and grow their careers.

What Youll Do:

Independently manage teams of 15-20 loan reviewers monitoring their workload to ensure the appropriate allocation of resources is in place to meet service level agreements (SLAs) and key performance indicators (KPIs)
Mentor coach and develop the Review team members both in loan processing and in member interactions via phone and email
Hire train motivate monitor and coach new Origination Specialist (Review) agents and serve as a second tier for escalated customer issues and questions
Handle special member circumstances and problems as they arise
Ensure that the team is following procedures to stay compliant while providing a Best in Class loan experience for our SoFi members
Performance manage team members through scorecard metrics
Foster a culture of accountability and continuous improvement within the team
Identify escalated issues and propose recommended solutions regarding potential issues with process systems and operations inefficiencies to direct manager to contribute to operational success

What Youll Need:

1-2 years of customer service experience at a financial institutions
Associates Degree preferred but not required
Exceptional time management skills with the proven ability to manage multiple priorities and work in a fast-paced environment
Excellent written and verbal communication skills are required to answer questions and communicate issues clearly & concisely to associates members and management
Ability to react to change quickly and implement new processes & procedures
Work independently with little or no supervision
Professional demeanor and excellent work habits are essential
Available for all operating hours including evenings and weekends

Nice to have:

2-4 years of supervisory or management role preferred
Loan processing student loan originations consumer credit or consumer lending experience is highly preferred

Required Experience:

Manager

The Role:The Associate Manager Originations (Review) is responsible for leading coaching and developing a team of Origination Specialist (Review) agents who handle the review and processing of SoFis Personal loans Student loans and Private School loan addition to supervising our loan review agents ...