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60 Sofi Customer Service Manager Jobs Hiring Near You

SoFi

Home Loans Member Advocate

Charlotte, NC · On-site

You will utilize your customer service and sales skills to make outbound calls to existing SoFi ... Work with management to create, optimize, and evolve retention strategies to keep clients in the ...

SoFi

Investment Specialist II

Cottonwood Heights, UT · On-site

... new customers to help them build and improve their financial futures using SoFi's suite of ... SoFi offers Brokerage services, Robo Advisor services, and retirement accounts. What you'll do:

SoFi

Senior Manager, Relay Business

New York, NY · On-site

SoFi is looking for someone data-driven and self-motivated who believes in our mission of helping ... Strong focus on customer experience and insights * Excellent written and oral communicator What it ...

SoFi

Home Loans Member Advocate

Charlotte, NC · On-site

You will utilize your customer service and sales skills to make outbound calls to existing SoFi ... Work with management to create, optimize, and evolve retention strategies to keep clients in the ...

SoFi

Branch Operations Supervisor

Sacramento, CA · On-site

... Manager is unavailable. * Deliver high-touch, white-glove customer service while navigating ... SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment ...

New

SoFi

Senior Manager, Relay Business

New York, NY

SoFi is looking for someone data-driven and self-motivated who believes in our mission of helping ... Strong focus on customer experience and insights * Excellent written and oral communicator What it ...

SoFi

Senior Manager, Data Science

San Francisco, CA · On-site

We're a next-generation financial services company and national bank using innovative, mobile-first ... Manage a team of Data Scientists supporting SoFi's Checking and Savings, Invest, Credit Card ...

SoFi

Credit Strategy Manager

San Francisco, CA · On-site

We're a next-generation financial services company and national bank using innovative, mobile-first ... SoFi's Credit team manages credit risk activities for our lending products (Student Loan Refinance ...

SoFi

Credit Strategy Manager

San Francisco, CA

SoFi's Credit team manages credit risk activities for our lending products (Student Loan Refinance ... Proven analytical skills in conducting sophisticated analysis using customer performance data ...

SoFi

Senior Credit Manager

San Francisco, CA

The team SoFi's Credit team manages credit risk activities for our lending products (Student Loan ... Proven analytical skills in conducting sophisticated analysis using customer performance data ...

SoFi

Senior Credit Manager

San Francisco, CA · On-site

We're a next-generation financial services company and national bank using innovative, mobile-first ... The team SoFi's Credit team manages credit risk activities for our lending products (Student Loan ...

SoFi

Mortgage Loan Coordinator

Charlotte, NC · On-site

... customer service to our borrowers. This is accomplished by reviewing the loan file to ensure all ... SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment ...

SoFi

Senior Credit Manager

San Francisco, CA · On-site

We're a next-generation financial services company and national bank using innovative, mobile-first ... The team SoFi's Credit team manages credit risk activities for our lending products (Student Loan ...

SoFi

Senior Manager, Capital Markets

Jacksonville, FL · On-site

We're a next-generation financial services company and national bank using innovative, mobile-first ... SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment ...

SoFi

Staff Fraud Analyst

New York, NY · On-site

... customer experience. By joining SoFi, you'll become part of a forward-thinking company that is ... Experience managing risk-decisioning strategies and mitigating losses in debit card fraud ...

SoFi

Home Equity Processor

Frisco, TX · On-site

$27.20 - $51/hr

Provide excellent customer service and drive an overall exceptional customer experience using ... Responsible for processing, managing, and acting as the primary contact of a pipeline of Home ...

SoFi

Teller

Sacramento, CA · On-site

$17 - $21.25/hr

Customer Service * Provides excellent customer service by handling customer requests competently ... Assists the Banking Center Manager and / or Operations Supervisor in completing Branch ...

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Infographic showing various Customer Service Manager job openings at Sofi in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution.

Home Loans Member Advocate

SoFi

Charlotte, NC • On-site

Full-time

Re-posted 2 days ago

Job description

Employee Applicant Privacy Notice
Who we are:
Shape a brighter financial future with us.
Together with our members, we're changing the way people think about and interact with personal finance.
We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we're at the forefront. We're proud to come to work every day knowing that what we do has a direct impact on people's lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.
The role:
As a Home Loan Member Advocate III working in a mortgage environment, you will perform multiple duties while in this role which include Retention, Loan Restructure, and Customer Service efforts. You will utilize your customer service and sales skills to make outbound calls to existing SoFi Members and provide the customer with an appropriate resolution/offer that will retain their business. You will also utilize your customer service, product knowledge and sales skills to work with loan files that need to be restructured to meet agency guidelines and to make outbound calls to borrowers to review any needed changes.
What you'll do:
Retention:
  • Identify sales opportunities while servicing customers in order to retain business
  • Work with management to create, optimize, and evolve retention strategies to keep clients in the future
  • Work closely with secondary markets to ensure minimum company profitability margins are still met while retaining existing borrowers
  • Identify areas of customer improvement
  • Evaluate the customer service experience
  • Develop an understanding of what is needed to create a great client experience
  • Provide direct feedback to management to ensure sales and operations teams are providing excellent customer service
  • Evaluate program results and optimize as needed with management

Loan Restructure:
  • Identify and address loan guideline fails
  • Work directly with borrower and operations team to ensure the restructured loan is successfully delivered to our borrower and terms are agreed upon
  • Work closely with processing, sales, and secondary to minimize customer engagement and maximize the overall customer experience with limited delays and contact
  • Identify areas of customer improvement
  • Optimize the customer service experience
  • Develop an understanding of what is needed to create a great client experience
  • Provide direct feedback to management to ensure sales and operations teams are providing excellent customer service
  • Evaluate program results and optimize as needed with management
  • Improve lock-to-fund conversions by managing escalated files and bringing resolution with improved cycle times

What you'll need:
  • Bachelor's Degree and 2 years of proven sales experience in the mortgage industry as a licensed loan officer
  • NMLS licensing is required.
  • Knowledge of Fannie Mae, Freddie Mac, VA and FHA Guidelines (Jumbo a plus)
  • Ability to maintain a pipeline of 15-25 loans of mixed variety
  • Excellent oral and written communication skills
  • Works well under pressure and requires minimal supervision to perform basic job functions
  • Has an eagerness to delight clients throughout the loan process
  • Multiple existing state licenses are preferred but not required. Employer will offer additional license opportunities. Applicant must meet minimum requirements for states to include; background checks, fingerprints, and continuing education.

Nice to have:
  • Knowledge of Encompass LOS and Optimal Blue
  • Experience with Day One Certainty Validations, HomeReady and HomePath products

Compensation and Benefits
The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location.
To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!
SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
The Company hires the best qualified candidate for the job, without regard to protected characteristics.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
New York applicants: Notice of Employee Rights
SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
Internal Employees
If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.

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