Home Loans Member Advocate
Charlotte, NC · On-site
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.
29 Sofi Customer Service Jobs Hiring Near You
Home Loans Member Advocate
Charlotte, NC · On-site
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.
The role As a SoFi Investment Specialist, you will work with existing SoFi members and new customers to help them build and improve their financial futures using SoFi's suite of investment services.
The role As a SoFi Investment Specialist, you will work with existing SoFi members and new customers to help them build and improve their financial futures using SoFi's suite of investment services.
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 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.
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 ...
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 ...
New Account Specialist
Sacramento, CA · On-site
Customer Service: * Provides excellent customer service by handling customer requests competently ... SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment ...
New Account Specialist
Sacramento, CA · On-site
Customer Service: * Provides excellent customer service by handling customer requests competently ... SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment ...
Home Equity Processor
Frisco, TX · On-site
$27.20 - $51/hr
Provide excellent customer service and drive an overall exceptional customer experience using ... SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment ...
Home Equity Processor
Frisco, TX · On-site
$27.20 - $51/hr
Provide excellent customer service and drive an overall exceptional customer experience using ... SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment ...
Home Equity Processor
Frisco, TX · On-site
$27.20 - $51/hr
Provide excellent customer service and drive an overall exceptional customer experience using ... SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment ...
Home Equity Processor
Frisco, TX · On-site
$27.20 - $51/hr
Provide excellent customer service and drive an overall exceptional customer experience using ... SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment ...
... customer assets. The ideal candidate enjoys solving distributed systems problems, designing ... What you'll do: * Design and build backend services supporting SoFi's digital asset custody ...
... customer assets. The ideal candidate enjoys solving distributed systems problems, designing ... What you'll do: * Design and build backend services supporting SoFi's digital asset custody ...
Staff Fraud Analyst
New York, NY · On-site
... customer experience. By joining SoFi, you'll become part of a forward-thinking company that is transforming financial services for the better. We offer the excitement of a rapidly growing startup ...
Staff Fraud Analyst
New York, NY · On-site
... customer experience. By joining SoFi, you'll become part of a forward-thinking company that is transforming financial services for the better. We offer the excitement of a rapidly growing startup ...
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 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 ...
Teller
Sacramento, CA · On-site
$17 - $21.25/hr
Customer Service * Provides excellent customer service by handling customer requests competently ... SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment ...
Teller
Sacramento, CA · On-site
$17 - $21.25/hr
Customer Service * Provides excellent customer service by handling customer requests competently ... SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment ...
Senior Product Manager, Operations
Seattle, WA · On-site
$144K - $190K/yr
The Role At SoFi, we're on a mission to help our members get their money right and become a Top 10 ... Experience working on self-service, customer support, agent tooling products, or omnichannel ...
Senior Product Manager, Operations
Seattle, WA · On-site
$144K - $190K/yr
The Role At SoFi, we're on a mission to help our members get their money right and become a Top 10 ... Experience working on self-service, customer support, agent tooling products, or omnichannel ...
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 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 ...
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 ...
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 ...
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 ...
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 ...
Senior Staff AI Engineer
San Francisco, CA · On-site
$123K - $169K/yr
SoFi is a next-generation financial services company and national bank that is changing the way ... customers or internal stakeholders. • Expert-level experience with LangGraph to model and ...
Senior Staff AI Engineer
San Francisco, CA · On-site
$123K - $169K/yr
SoFi is a next-generation financial services company and national bank that is changing the way ... customers or internal stakeholders. • Expert-level experience with LangGraph to model and ...
... SoFi each day. We are looking for an individual with a strong blend of financial services and ... The candidate must consistently drive actionable solutions for customer care, compliance, quality ...
... SoFi each day. We are looking for an individual with a strong blend of financial services and ... The candidate must consistently drive actionable solutions for customer care, compliance, quality ...
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 ...
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 ...
Staff Fraud Analyst
$67K - $89K/yr
... customer experience. By joining SoFi, you'll become part of a forward-thinking company that is transforming financial services for the better. We offer the excitement of a rapidly growing startup ...
Staff Fraud Analyst
$67K - $89K/yr
... customer experience. By joining SoFi, you'll become part of a forward-thinking company that is transforming financial services for the better. We offer the excitement of a rapidly growing startup ...
The role Retail Loan Officers (RLOs) are key drivers of SoFi Lending Corp.'s mortgage sales ... RLOs are responsible for delivering an exceptional, end-to-end customer experience by guiding ...
The role Retail Loan Officers (RLOs) are key drivers of SoFi Lending Corp.'s mortgage sales ... RLOs are responsible for delivering an exceptional, end-to-end customer experience by guiding ...
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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:
Loan Restructure:
What you'll need:
Nice to have:
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.
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.
About SoFi
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
1,001 - 5,000 Employees
Headquarters location
San Francisco, CA, US
Year founded
2011