1d ago
Originations Specialist II (Funding)
UT - Cottonwood Heights; FL - Jacksonville
$35.8k-$44.7k / year
full-timejuniorfinance
๐ Tech Stack
๐ผ About This Role
You'll review loan applications and verify documentation to ensure accuracy before disbursement for SoFi's personal, student, and private school loan products. Your work directly helps members achieve financial independence by creating a seamless funding experience. This role combines customer service with meticulous attention to detail in a fast-paced financial services environment.
๐ฏ What You'll Do
- Review ID, VOE, payment, and account details for loan accuracy
- Contact members via phone or email for additional information
- Process enrollment updates and resolve payment issues
- Document member interactions in account notes
๐ Requirements
- 1-2 years customer service experience in banking or financial services
- Less than 1% error rate on funding quality scores for internal candidates
- High school diploma or GED
- Proficiency in Google Sheets or Excel
โจ Nice to Have
- Credit or underwriting experience with personal/student loans
- College degree highly preferred
๐ Benefits & Perks
- ๐ฐ Bonus eligibility
- ๐๏ธ Competitive benefits package
- ๐ Career growth opportunities
๐จ Hiring Process
Estimated timeline: 1-2 weeks ยท AI estimate
- 1Recruiter Callยท 30 min
- 2Hiring Manager Interviewยท 45 min
- 3Offerยท N/A
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