Financial Services Representative

7 days ago


Jacksonville, Florida, United States SoFi Full time

Company Overview

">

At SoFi, we're shaping a brighter financial future with our members. 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. Our industry is going through an unprecedented transformation, and we're at the forefront.

">

Compensation and Benefits

">

The estimated annual salary for this role is $40,320 based on a 40-hour workweek and a starting hourly rate of $19.50 per hour. However, pay differentials apply for hours worked after 5 pm local time and any hours worked over the weekend. To view all of our comprehensive and competitive benefits, visit our website.

">

Job Description

">

We're seeking an Originations Specialist to provide hands-on learning experience with SoFi Lending Operations, focusing on inbound member support. As an entry-level role, you'll complete a ten-week classroom and on-the-job training course and must pass associated aptitude tests before entering a full production state. You'll respond to member inquiries via phone and chat regarding SoFi's Student Loan and Personal Loan applications, take ownership of resolving member inquiries, and demonstrate empathy, professionalism, and problem-solving skills.

">

Required Skills and Qualifications

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

Benefits

">

We offer a comprehensive and competitive benefits package, including medical, dental, and vision insurance, 401(k) matching, and paid time off. To view all of our benefits, visit our website.

">

What You'll Do Exactly:

">
  1. ">
  2. Respond to member inbound inquiries via phone and chat">
  3. Take ownership of resolving member inquiries">
  4. Demonstrate empathy, professionalism, and problem-solving skills">
  5. Follow compliance and regulatory guidelines">
  6. Share insights with teammates regarding root causes of member inquiries">
">

You'll Need:

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

Become a Part of Our Team:

">

We're proud to come to work every day knowing that what we do has a direct impact on people's lives. Join us to invest in yourself, your career, and the financial world.

">

About Us:

">

We're committed to embracing diversity and providing 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.



  • Jacksonville, Florida, United States Triad Financial Service Inc. Full time

    We are seeking a skilled Loan Servicing Representative to join our team at Triad Financial Services, Inc. This role offers an excellent opportunity for career growth and development in the mortgage industry.As a Loan Servicing Representative, you will be responsible for providing exceptional customer service to internal and external customers, while...

  • Data Analyst Lead

    7 days ago


    Jacksonville, Florida, United States Triad Financial Services, Inc. Full time

    Unlock Career Advancement Opportunities in Data Analysis We are seeking a highly skilled Data Analyst Lead - Financial Services to join our team at Triad Financial Services, Inc. This role offers a competitive salary ranging from $69,000 to $93,000 annually, depending on your background and experience. About the Role:We are looking for a seasoned data...


  • Jacksonville, Florida, United States Triad Financial Service Inc. Full time

    About Triad Financial Services, Inc.We are a leading provider of lending services with over 50 years of experience helping homeowners achieve their dreams. Our commitment to excellence and customer satisfaction has earned us a reputation as a trusted partner in the financial industry.Job SummaryWe are seeking a skilled and dynamic Customer Service...


  • Jacksonville, Florida, United States Triad Financial Service Inc. Full time

    Job Title: Financial Services CoordinatorDescriptionThe role of a Financial Services Coordinator is to work closely with the team at Triad Financial Service Inc. to ensure seamless processing of financial services and solutions for clients worldwide.Key Responsibilities:Create comprehensive investor packages with relevant documents.Evaluate loan-level risk...


  • Jacksonville, Florida, United States Triad Financial Service Inc. Full time

    Join Our Team as a Loan Servicing RepresentativeWe are seeking a skilled and dynamic Customer Service Representative to join our loan servicing team at Triad Financial Services, Inc. in Jacksonville, FL.About the Role:This is an excellent opportunity for a customer-focused individual who enjoys working in a fast-paced environment and providing top-notch...


  • Jacksonville, Florida, United States Triad Financial Services, Inc. Full time

    Job OverviewTriad Financial Services, Inc. is a leading provider of financial services and solutions. We are seeking a highly skilled Closer/Funder (Bilingual Preferred) to join our growing team in Jacksonville, FL.


  • Jacksonville, Florida, United States TurboDebt Full time

    TurboDebt is a dynamic debt relief solutions provider seeking an experienced Sales Account Executive. This role requires strong communication and interpersonal skills, as well as the ability to engage and influence clients. As a key player in our sales department, you will be responsible for developing and maintaining relationships with potential clients...


  • Jacksonville, Florida, United States Kathy Scott - State Farm Agent Full time

    As a Customer Service Representative with Kathy Scott - State Farm Agent, you will play a critical role in providing exceptional customer experiences. This is an excellent opportunity to work in a dynamic environment, build relationships with customers, and help them navigate the complexities of insurance and financial services.Company OverviewKathy Scott -...

  • Document Specialist

    6 days ago


    Jacksonville, Florida, United States Triad Financial Services, Inc. Full time

    Financial Operations RoleTriad Financial Services, Inc. is a prominent provider of financial solutions and services, serving clients globally.We are seeking a highly skilled Document Specialist to join our team, playing a pivotal role in the financial operations process.


  • Jacksonville, Florida, United States Triad Financial Service Inc. Full time

    We are seeking a highly motivated and skilled Financial Services Document Coordinator to join our team at Triad Financial Services Inc.Key Responsibilities:Create and manage investor packages with relevant documentsDetermine loan level risk and salability, ensuring compliance with regulatory requirementsAudit documents to verify adherence to investors'...


  • Jacksonville, Florida, United States Triad Financial Service Inc. Full time

    We are seeking a skilled Customer Service Representative to join our loan servicing team at Triad Financial Services, Inc.As a Loan Servicing Associate, you will be responsible for providing exceptional customer service to internal and external customers, handling inquiries, and resolving issues in a timely and professional manner.The ideal candidate will...


  • Jacksonville, Florida, United States Symmetry Financial Group - Gary Uyemura Full time

    Job OverviewSymmetry Financial Group - Gary Uyemura is a leading partner of Symmetry Financial Group, dedicated to protecting American families with life insurance, mortgage protection, burial policies, wealth accumulation, retirement solutions, and financial advice. As a commission-based sales professional, you will have the opportunity to earn uncapped...


  • Jacksonville, Florida, United States EA Agency Symmetry Financial Group Full time

    Are you looking for a career that offers time flexibility and unlimited earning potential? As a Professional Sales Representative at EA Agency / Symmetry Financial Group, you will have the opportunity to succeed in a 100% commission-only position.We are seeking a motivated and disciplined individual who is goal-oriented and self-driven. The ideal candidate...


  • Jacksonville, Florida, United States Triad Financial Service Inc. Full time

    Triad Financial Services Inc. is seeking a skilled and dynamic Mortgage Customer Service Representative to join our loan servicing team.We are looking for a candidate who possesses excellent verbal and written communication skills, including the ability to effectively communicate with internal and external customers. The ideal candidate will have 1-2 years...


  • Jacksonville, Florida, United States Triad Financial Service Inc. Full time

    About UsTriad Financial Services Inc. is a leading provider of financial services and solutions, serving clients Nationwide.Salary Range: $21.00-$27.00 per hourAbout the JobWe are seeking a highly motivated and skilled Financial Operations Specialist to join our growing team in Jacksonville, FL. The ideal candidate will have experience in loan processing and...


  • Jacksonville, Florida, United States Triad Financial Service Inc. Full time

    Job DescriptionWe are seeking a highly skilled Financial Operations Specialist to join our team at Triad Financial Services Inc.This is a full-time position in our Jacksonville, FL office. As a Financial Operations Specialist, you will be responsible for processing incoming loan packages from clients across the nation.You will work closely with underwriting...


  • Jacksonville, Florida, United States Triad Financial Service Inc. Full time

    Triad Financial Services Inc. is a leading provider of financial services and solutions, serving clients worldwide.We are seeking a highly motivated and skilled Document Specialist to join our growing team in Jacksonville, FL 32224, USA.The estimated salary for this role is $25.01 per hour plus benefits.Job DescriptionThis position involves creating investor...


  • Jacksonville, Florida, United States Patrick & Raines CPAs Full time

    Patrick & Raines CPAs, a leading full-service certified public accounting firm in Jacksonville, Florida, is seeking a skilled Financial Services Director to lead and manage multiple engagements delivering quality CAAS services to our clients.We envision this key role to be someone who can coordinate and manage write-up work, payroll processing and returns,...


  • Jacksonville, Florida, United States Fidelity TalentSource LLC Full time

    Company OverviewFidelity Investments is a privately held company with a mission to strengthen the financial well-being of its clients. The organization helps people invest and plan for their future, assists companies and non-profit organizations in delivering benefits to their employees, and provides institutions and independent advisors with investment and...


  • Jacksonville, Florida, United States RADIFI FEDERAL CREDIT UNION Full time

    About the RoleWe are seeking a highly skilled Senior Financial Service Professional to join our team at RadiFi Federal Credit Union. This individual will serve as a resource within our branch network, providing exceptional member service and promoting financial wellness through consultative needs-based approaches.Key ResponsibilitiesProvide personalized...