SoFi · 2 days ago
Learning Specialist
SoFi is a next-generation financial services company and national bank focused on transforming personal finance. The Learning Specialist role involves supporting new hires and training front-line contact center agents while utilizing adult learning principles to enhance their development and performance.
CreditCredit CardsFinancial ServicesFinTechLendingWealth Management
Responsibilities
Apply adult learning principles and technical facilitation/teaching skills
Facilitates virtual and in-person training and is accountable for the knowledge transfer of the content
Facilitates new hire training, upskill training, and refreshers for Sofi agents and Global Business Partner agents
Adapts quickly to fluctuating business needs
Applies professionalism, and demonstrates company policies and procedures to resolve issues
Expertise in products, processes, and procedures
Solves classroom problems of moderate scope, demonstrating judgment in selecting appropriate methods and techniques
Identify and provide recommended solutions for the remediation of performance gaps and class outliers
Identify the needs of the class and communicate to the stakeholders the progress of learners in class and after through metrics, documentation, and observation
Expand footprint by taking on increased responsibility for stretch assignments that have a departmental impact
Provide class coaching and feedback promptly
Onboard and certify trainers from our Global Business L&D partners
Receives minimal instruction and guidance of stretch assignments related to L&D
Assumes responsibility and demonstrates self-sufficiency in class logistical preparation, classroom performance, maintains attendance, assessment tracking, and records on all training conducted
Identify and provide recommended solutions for the remediation of performance gaps and class outliers
Evaluate and provide documented feedback on the effectiveness of content and training materials
Aligns with the manager on training metrics and goals
Cultivates strong, productive relationships with stakeholders and within L&D
Actively participates in group discussions and clearly communicates relevant updates to appropriate stakeholders in a timely manner
Demonstrates follow-through, identifies roadblocks, and Influences improvement within the department
Collaboration with colleagues
Remains positive and flexible with changing climate
Participate and manage stretch assignments that enhance L&D or Product partners
Resolves the root causes of classroom issues
Ability to handle a problem or blocking issue themselves and know when and who to escalate
Able to adapt to shifting priorities
Collaborate on solutions to classroom or L&D issues
Qualification
Required
2+ years experience in technical facilitation
Understanding of adult learning principles
Communicates effectively and is relatable to learners; able to build rapport
Excellent presentation and classroom facilitation skills
Relationship management skills
Problem-solving and organizational skills
Prioritizing and time management skills
Work both independently and collaboratively
Proficiency in Microsoft Office, Google Suite, Slack and Zoom
1 Year of professional leadership
Banking experience
Professional language, demeanor, and attitude
Adherence to the Company Code of conduct and HR policies
Potential travel for multiple weeks at a time domestic and international
Must be willing to work flexible shifts based on business need
Must be able to implement coaching and feedback
Reliability, flexibility, and can adapt quickly
Preferred
Bachelor's degree preferred
Benefits
Comprehensive and competitive benefits
Company
SoFi
SoFi is a finance company that offers a range of lending and wealth management services.
Funding
Current Stage
Public CompanyTotal Funding
$12.25BKey Investors
Fortress Investment GroupPGIMQatar Investment Authority
2025-12-04Post Ipo Equity· $1.5B
2025-07-29Post Ipo Equity· $1.5B
2025-04-17Post Ipo Debt· $3.2B
Recent News
Business Wire
2026-01-07
2026-01-06
dcm.com
2025-12-31
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