Associate Manager, Originations (review)

SoFi SoFi · Fintech · Jacksonville, FL · Review

Associate Manager, Originations (Review) at SoFi, responsible for leading and coaching a team of loan reviewers for personal, student, and private school loans. The role involves managing team performance, handling escalated customer issues, ensuring compliance, and identifying process improvements within a financial services context.

What you'd actually do

  1. Independently manage teams of 15+ loan reviewers, monitoring their workload to ensure the appropriate allocation of resources is in place to meet service level agreements (SLAs) and key performance indicators (KPIs)
  2. Mentor, coach and develop the Review team members both in loan processing and in member interactions via phone and email
  3. Hire, train, motivate, monitor, and coach new Origination Specialist (Review) agents Serve as a second tier for escalated customer issues and questions
  4. Handle special member circumstances and problems as they arise
  5. Ensure that the team is following procedures to stay compliant while providing a “Best in Class” loan experience for our SoFi members

Skills

Required

  • Customer service experience
  • Loan processing
  • Team management
  • Performance management
  • Communication skills
  • Time management
  • Problem-solving

Nice to have

  • Supervisory or management experience
  • Loan origination experience
  • Consumer credit experience
  • Consumer lending experience

What the JD emphasized

  • 2+ years of customer service experience at a financial institutions
  • Excellent written and verbal communication skills are required to answer questions and communicate issues clearly & concisely to associates, members, and management
  • Available for all operating hours including evenings and weekends