Member Service Representative, Lending jobs in United States
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SoFi · 3 weeks ago

Member Service Representative, Lending

SoFi is a next-generation financial services company and national bank that focuses on transforming personal finance. The Member Service Representative role involves providing exceptional support to lending members through inbound phone and chat channels, resolving inquiries, and advocating for members to enhance products and services.

CreditCredit CardsFinancial ServicesFinTechLendingWealth Management
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H1B Sponsor Likelynote

Responsibilities

Respond to member inbound inquiries via phone and chat regarding SoFi'a Student Loan and Personal Loan applications, taking upwards of 50+ calls per day
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

Qualification

Customer service experienceCommunication skillsGoogle products proficiencyOrganizational skillsFinance experienceLending products experienceProblem-solving skillsAttention to detailTime management skills

Required

1+ year experience in customer service or call center environment
A passion for helping others while solving problems quickly
Excellent verbal and written communication skills
Proven organizational and time management skills
Proficiency in Google products, data visualization tools, customer service tools, and admin tools
A professional demeanor and strong work ethic 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

Preferred

1+ year experience in finance or banking environment
1+ year experience in loans or other lending products

Company

SoFi is a finance company that offers a range of lending and wealth management services.

H1B Sponsorship

SoFi has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (213)
2024 (117)
2023 (131)
2022 (118)
2021 (81)
2020 (42)

Funding

Current Stage
Public Company
Total Funding
$12.25B
Key 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

Leadership Team

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Anthony Noto
CEO
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Jeremy Rishel
Chief Technology Officer
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Company data provided by crunchbase