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:

The Associate Manager, Originations will directly manage and support a team of Originations Specialists (OMS) focused on helping members complete the So Fi loan application process. The Associate Manager is responsible for driving business and process changes to ensure So Fi members and employees have an exceptional experience.

What You’ll Do:

Lead: Independently manage a team of up to 15 Originations Specialists ensuring the team is following procedures, providing excellent customer service and processing loan applications that meet So Fi’s standards for quality and member experience. Set and motivate your team to achieve performance goals by defining clear objectives, responsibilities, and priorities

Learn: Gain a deep understanding of the member experience at every step of the application process. This knowledge will help you support your team as they have questions, come across new trends and learn new areas of lending operations.

Coach: Develop team members both in loan processing and in customer interactions via phone, chat, SMS, and email

Improve: Identify opportunities to improve the experience of our members and employees who support our members every day. Reducing friction without compromising quality or introducing risk

Monitor: Track day-to-day activities of functional areas to ensure compliance to internal policy, legal, and pertinent regulations. Establish, monitor, and maintain internal policies and procedures as well as business continuity plans

Respond: Identify, escalate issues, and propose recommended solutions regarding potential issues with process, systems, and operations inefficiencies as they happen

Hire: Hire, train, and coach new Specialists on our Lending products and processes

Grow: Care for your direct reports by forming their broader career goals into realistic, actionable steps that you work together on

Smile: Challenge the status quo every day with a positive and productive mindset

What You’ll Need:

1-2 years of experience managing the output and performance of others in a call center environment, preferably within the financial services industry

2-3 years of experience in customer service, lending application review, trust+safety, sales, or similar function

Experience training, motivating, monitoring, and supporting teams of customer service agents in a metric-driven environment

Knowledge of speaking directly with customers on escalated issues

Demonstrates excellent written and verbal communication skills

Ability to react to change quickly and implement new processes & procedures

Work independently with little or no supervision

Ability to analyze data sets, confirm the integrity of the data, and draw conclusions

Professional demeanor and excellent work habits are essential

Note that some evenings and weekend days will be required

Nice To Have:

Student loan originations, consumer credit, or consumer lending experience preferred

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 So Fi page!
So Fi 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
So Fi is committed to an inclusive culture. As part of this commitment, So Fi 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.