Member Service Representative, Lending

SoFi SoFi · Fintech · Jacksonville, FL · OMS

Entry-level Member Service Representative role at SoFi, focusing on inbound member support for lending operations. Requires a 9-week training course and passing aptitude tests. Responsibilities include responding to inquiries, resolving issues, adhering to compliance, documenting interactions, and advocating for members. Requires strong communication, organizational skills, and a passion for helping others. This is a customer-facing role within a financial services company.

What you'd actually do

  1. Respond to member inbound inquiries via phone and chat regarding SoFi’s Student Loan and Personal Loan applications.
  2. Take ownership of resolving member inquiries and attempt to foresee the causes of additional inquiries.
  3. Demonstrate empathy, professionalism, top-notch problem-solving skills, and relationship management
  4. Follow compliance and regulatory guidelines in order to protect sensitive information and keep our members’ trust
  5. Share insights with teammates regarding the root causes of member inquiries, concerns, and complaints.

Skills

Required

  • Strong verbal and written communication skills
  • Excellent organizational and time management skills
  • Proficiency in Google products, data visualization tools, customer service tools, and admin tools
  • A self-starter mentality able to make decisions while applying analytical skills required to manage reviewing tasks
  • Be able to learn, retain, and apply new information quickly
  • Be able to identify trends in your day-to-day work and adjust appropriately
  • To establish productive working relationships with co-workers, management, and clients
  • A professional demeanor and strong work ethic, high accuracy, and strong attention to detail
  • High school diploma or GED required
  • Flexibility to work alternative schedules: evenings, early mornings, weekend days. Some bandwidth for overtime as the need arises

Nice to have

  • A strong connection to the SoFi Mission and Values
  • A passion for helping others while solving problems quickly

What the JD emphasized

  • compliance and regulatory guidelines