Opportunities Resolution Specialist jobs in United States
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SoFi · 5 hours ago

Opportunities Resolution Specialist

positionUnited States
timeFull-time
remoteRemote
seniorityEntry Level
date1+ years exp

SoFi is a next-generation financial services company and national bank that is transforming personal finance. As an Opportunities Resolution Specialist, you will handle complex member issues, collaborate with internal teams, and identify opportunities for process improvements to enhance the member experience.

CreditCredit CardsFinancial ServicesFinTechLendingWealth Management

Responsibilities

Investigate escalated inquiries and complaints, validating concerns, assessing risk, and driving cases to full resolution
Contact members via phone and/or email to gather additional information, clarify issues, or provide updates
Prepare accurate, high-quality written responses that meet internal standards and regulatory requirements
Provide direct feedback and coaching to relevant teams or partners based on investigation outcomes
Share trends, insights, and recommendations with leadership to support process improvements and elevate member experience
Expand training materials and resources based on recurring patterns or emerging issues
Identify opportunities for continuous improvement across people, processes, and technology
Respond to complex or high-risk member inquiries outside the scope of frontline teams
Triage escalations and partner with business units to ensure timely, accurate responses
Review member complaint history to ensure consistency, fairness, and appropriate resolution
Deliver clear, actionable updates to internal teams to support alignment and follow-through
Participate in additional projects or responsibilities as assigned

Qualification

Customer service experienceAnalytical skillsProblem-solving skillsWritten communicationCollaboration skillsProfessionalismAdaptabilityAttention to detailSelf-starter mindset

Required

1–2 years of customer service experience within banking, fintech, or financial services
Demonstrated ability to manage complex, escalated, or sensitive customer situations
Strong analytical and problem-solving skills, with sound judgment and attention to detail
Self-starter mindset with the ability to work independently and take ownership
Excellent verbal and written communication skills, including professional email correspondence
Strong collaboration and relationship-building skills across cross-functional teams
Ability to manage multiple priorities efficiently in a fast-paced environment
Composure and professionalism under pressure or during challenging interactions
Ability to quickly learn and adapt to new systems, workflows, and technology
Must be fingerprinted and cleared by FINRA

Company

SoFi

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SoFi is a finance company that offers a range of lending and wealth management services.
dateFounded in 2011
location
San Francisco, California, USA
people-size1001-5000 employees
web-link
https://www.sofi.com

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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Recent News

Investing
JPMorgan turns bullish on SoFi, cites growth momentum and attractive entry point
2026-02-04
PYMNTS.com
Millennials and Gen Z Power Earnings as Spending Moves Fully Digital
2026-02-03
The Motley Fool
Could SoFi Acquire Another Fintech Company in 2026? Here's What its CEO Just Said.
2026-02-03
Company data provided by crunchbase