SoFi
financial services
OriginationsSpecilaistIII
“Originations Specilaist III at SoFi. Skills: loan experience, member service standards, subject matter expert. Review all applications pursuant to credit policies and procedures. analyzing credit reports”
What You'll Achieve.
providing a "Best in Class" loan experience for SoFi members; successfully move applications through the process of funding; ensure the quality of loan system data and the adequacy of paperless loan documentation
Industry & Context.
solving problems quickly; applying analytical skills required to manage reviewing tasks; connect those trends to a possible root cause
Ability to work alternative schedules: weekends and weekdays, evenings, and early mornings, Flexibility to work overtime, as the need arises
What They're Looking For.
Must Have
2+ years of experience in a contact center environment, 1+ years of experience in financial services, High school diploma or GED required, Proficient in Google products, Proficient in data visualization tools, Proficient in customer service tools, Proficient in admin tools
Nice to Have
College degree desired
What You'll Do.
Review all applications pursuant to credit policies and procedures
analyzing credit reports
analyzing income from various sources including self-employment and verifying documents provided by applicants
Work both Simple and Complex financial profiles
Verify member’s 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
Follow compliance and regulatory guidelines to protect sensitive information and meet the Member needs
Share insights with teammates regarding the root causes of member inquiries
Advocate on our members’ behalf to improve our products
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
How You'll Work.
Team & Collaboration
Operate within a team environment of 15-20 team members, working towards a common goal; Share insights with teammates regarding the root causes of member inquiries, concerns, and complaints; establish productive working relationships with co-workers, management, and clients
Communication Scope
verbal and written communication skills
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