1d ago

Originations Specialist II (Funding)

UT - Cottonwood Heights; FL - Jacksonville

$35.8k-$44.7k / year

full-timejuniorfinance

๐Ÿ›  Tech Stack

๐Ÿ’ผ 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.

๐ŸŽฏ 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

๐Ÿ“‹ 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

โœจ Nice to Have

  • Credit or underwriting experience with personal/student loans
  • College degree highly preferred

๐ŸŽ Benefits & Perks

  • ๐Ÿ’ฐ Bonus eligibility
  • ๐Ÿ–๏ธ Competitive benefits package
  • ๐Ÿ“ˆ Career growth opportunities

๐Ÿ“จ Hiring Process

Estimated timeline: 1-2 weeks ยท AI estimate

  1. 1Recruiter Callยท 30 min
  2. 2Hiring Manager Interviewยท 45 min
  3. 3Offerยท N/A
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