Member Service Representative – Lending Review
| Company | SoFi |
|---|---|
| Location | Jacksonville, FL, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- 1+ year experience in customer service or call center environment
- A passion for helping others while solving problems quickly
- Professional demeanor and strong work ethic attention to detail
- Excellent verbal and written communication skills
- Excellent organizational and time management skills
- Proficient in Google products, data visualization tools, customer service tools, and admin tools
- A self-starter, able to make decisions while applying analytical skills required to manage reviewing tasks
Responsibilities
- Review loan applications according to credit policies and procedures- including analyzing credit reports, calculating income from various sources, and verifying documents provided by applicants
- Verify member’s identity and other required regulatory documentation
- Clearly document Member interactions using selected templates where appropriate
- Perform outbound outreaches to applicants to successfully move applications through the process of funding
- Demonstrate empathy, professionalism, top-notch problem-solving skills, relationship management
- Follow compliance and regulatory guidelines to protect sensitive information and meet the Member needs
- Operate within a team environment of 15-20 team members, working towards a common goal
- Share insights with teammates regarding the root causes of member inquiries, concerns, and complaints. Advocate on our members’ behalf to improve our products, operations, and policies
- Develop knowledge of internal processes and procedures to ensure the quality of loan system data and the adequacy of paperless loan documentation
- Perform ad hoc duties as assigned
Preferred Qualifications
-
No preferred qualifications provided.