SoFi · 21 hours ago
Consumer Loan Reviewer III
FL-Jacksonville
Full-time
Onsite
Entry, Mid Level
2+ years expSoFi is a next-generation financial services company and national bank that is transforming personal finance. The Consumer Loan Reviewer III role focuses on providing a best-in-class loan experience by reviewing applications, verifying documentation, and managing complex lending scenarios.
CreditCredit CardsFinancial ServicesFinTechLendingWealth Management
Responsibilities
Review all applications pursuant to credit policies and procedures- including analyzing credit reports, analyzing income from various sources including self-employment and verifying documents provided by applicants
Work both Simple and Complex financial profiles- including Self-Employed applications for our lending products
Verify member’s identity and other required regulatory documentation
Clearly document Member interactions using selected templates where appropriate
Perform outbound outreaches to applicants to successfully move applications through the process of funding
Demonstrate empathy, professionalism, top-notch problem-solving skills, relationship management
Follow compliance and regulatory guidelines to protect sensitive information and meet the Member needs
Operate within a team environment of 15-20 team members, working towards a common goal
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
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
Required
2+ years of experience in a contact center environment
1+ years of experience in financial services
A strong connection to the SoFi Mission and Values
A passion for helping others while solving problems quickly
Professional demeanor and strong work ethic, high accuracy, and strong attention to detail
Strong verbal and written communication skills
Excellent organizational and time management skills
Proficient in Google products, data visualization tools, customer service tools, and admin tools
A self-starter, able to make decisions while applying analytical skills required to manage reviewing tasks
Able to learn, retain, and apply new information quickly
Able to identify trends in your day-to-day work, in a spreadsheet, in a series of charts/graphs and connect those trends to a possible root cause
To establish productive working relationships with co-workers, management, and clients
High school diploma or GED required
Ability to work alternative schedules: weekends and weekdays, evenings, and early mornings
Flexibility to work overtime, as the need arises
Preferred
College degree desired
Benefits
Comprehensive and competitive benefits
Company
SoFi
SoFi is a finance company that offers a range of lending and wealth management services.
1001-5000 employees
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 (157)
2024 (121)
2023 (131)
2022 (118)
2021 (81)
2020 (42)
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
Leadership Team
Anthony Noto
CEO
Jeremy Rishel
Chief Technology Officer
Recent News
The Motley Fool
2025-12-26
2025-12-24
2025-12-24
Company data provided by crunchbase