[Remote] Member Service Representative, Lending

Note: The job is a remote job and is open to candidates in USA. SoFi is a next-generation financial services company and national bank that aims to change the way people interact with personal finance. The Member Service Representative, Lending role focuses on providing support to members regarding their loan applications while developing knowledge of lending operations and compliance guidelines.


Responsibilities

  • Respond to member inbound inquiries via phone and chat regarding SoFi’s Student Loan and Personal Loan applications
  • Take ownership of resolving member inquiries and attempt to foresee the causes of additional inquiries
  • Demonstrate empathy, professionalism, top-notch problem-solving skills, and relationship management
  • Follow compliance and regulatory guidelines in order to protect sensitive information and keep our members’ trust
  • 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
  • Clearly document Member interactions using templates where appropriate
  • Develop strong 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

Skills

  • 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
  • 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

Company Overview

  • SoFi is a finance company that offers a range of lending and wealth management services. It was founded in 2011, and is headquartered in San Francisco, California, USA, with a workforce of 1001-5000 employees. Its website is https://www.sofi.com.

    • Company H1B Sponsorship

  • SoFi has a track record of offering H1B sponsorships, with 34 in 2026, 213 in 2025, 117 in 2024, 131 in 2023, 118 in 2022, 81 in 2021, 42 in 2020. Please note that this does not guarantee sponsorship for this specific role.

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