Qureos Mentor

SoFi

<div><div><p><b>Employee Applicant Privacy Notice</b></p>
<p><b>
Who we are:</b></p>
<div>
<p>Shape a brighter financial future with us.</p>
<p>
Together with our members, we're changing the way people think about and interact with personal finance.</p>
<p>
We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we're at the forefront. We're proud to come to work every day knowing that what we do has a direct impact on people's lives, with our core values guiding us every step of the way. <b>Join us to invest in yourself, your career, and the financial world.</b></p>
</div></div><p><b>
The role:</b></p>
<p>
The School and Sales Support Analyst will be responsible for maintaining the Standard Operating Procedures (SOPs) performed by the In-School Campus Relationship Team (CRT), reporting for the In-School Campus Relationship Team, trend and root cause analysis, supporting the In-School Sales Team through the drafting of Request for Proposals (RFPs), maintaining the RFP library, updating third-party marketing sites and performing competitive research as well as executing the controls tied to the SOPs. As an extension of the sales team, you'll be providing direct support to our schools through your work with both the Sales and Campus Relationship Teams.</p>
<p><b>
What you'll do:</b></p>
<ul>
<li>Maintain and update Campus Relationship Team SOPs as required to align with changes in processes</li>
<li>Perform daily reporting to inform and share insights with management team regarding the performance of the program utilizing Tableau, Salesforce, and Genesys</li>
<li>Share insights with In-School Loan management regarding the root causes of school inquiries, concerns and complaints, trend identification, advocating on our schools' behalf to improve our products, operations and policies</li>
<li>Execute controls on a scheduled basis ensuring evidence is maintained and trackable</li>
<li>Laser-focus on detail, ensuring the correct information is always provided to schools, the team, and in RFPs</li>
<li>Deliver timely, accurate and actionable information to SoFi Teams as appropriate</li>
<li>Improve upon and refine sales and customer service knowledge and techniques through ongoing training</li>
<li>Maintain RFP library in Google Sheets or other tool(s) as necessary</li>
<li>Attend weekly sales meetings to ensure alignment with product changes for both CRT and RFPs</li>
<li>Participate in recording of team meeting minutes and follow up from weekly sales meetings</li>
<li>Draft RFPs for Sales Team and manage workflow and reporting for RFPs in flight</li>
<li>Maintain changes to third-party marketing sites including pricing and program differentiation</li>
<li>Perform competitive research and analysis and share results with management</li>
<li>Maintain slide library for frequently used slides</li>
<li>Support Sales Support/Administration team members as required</li>
</ul>
<p><b>What you'll need:</b></p>
<ul>
<li>Minimum of 3+ years of experience within the consumer lending or higher education finance industry</li>
<li>Knowledge of the financial aid process, FAFSA and other key terminology required to service school customers</li>
<li>Demonstrated aptitude for understanding, building, and maintaining process and executing on controls</li>
<li>Strong verbal and written communication skills</li>
<li>Ability to build positive working relationships with SoFi team members</li>
<li>Ability to exhibit grace under pressure, while successfully navigating complex work assignments/situations efficiently and effectively</li>
<li>Resourceful by nature, able to exhibit strong critical thinking skills and the ability to apply them</li>
<li>Ability to meet critical deadlines in a dynamic, rapidly changing environment</li>
<li>Self-motivated, resourceful, productive on teams as well as independent work</li>
<li>Able to move between projects / duties quickly and efficiently with excellent organizational and time management skills</li>
<li>Bachelors degree required</li>
</ul>
<p><b>Nice to have:</b></p>
<ul>
<li>Advanced computer skills with solid proficiency in Google Office Suite</li>
<li>Working knowledge with Tableau, Salesforce, and Genesys</li>
</ul><div><div><b>Compensation and Benefits</b></div>
<div>The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location.</div>
<div></div>
<div>To view all of our comprehensive and competitive benefits, visit our <b>Benefits at SoFi</b><b> </b>page!</div>
<h5 class="jobSectionHeader">SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.</h5>
<h5 class="jobSectionHeader">The Company hires the best qualified candidate for the job, without regard to protected characteristics.</h5>
<h5 class="jobSectionHeader">Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.</h5>
<h5 class="jobSectionHeader">New York applicants: Notice of Employee Rights</h5>
<h5 class="jobSectionHeader">SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email <b>accommodations@sofi.com.</b></h5>
<h5 class="jobSectionHeader">Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.</h5>
<div><b>Internal Employees</b></div>
<div>If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.</div></div></div>

School and Sales Support Analyst

<div><div><p><b>Employee Applicant Privacy Notice</b></p>
<p><b>
Who we are:</b></p>
<div>
<p>Shape a brighter financial future with us.</p>
<p>
Together with our members, we're changing the way people think about and interact with personal finance.</p>
<p>
We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we're at the forefront. We're proud to come to work every day knowing that what we do has a direct impact on people's lives, with our core values guiding us every step of the way. <b>Join us to invest in yourself, your career, and the financial world.</b></p>
</div></div><p><b>
The role</b></p>
<p>
The Quality Assurance Analyst works cross-functionally with business units across Operations to help ensure adherence to policies, procedures and compliance expectations. The QA<br>
Analyst serves as a Subject Matter Expert and proactively supports their assigned business units with data analytics, recommendations and proposed action plans to maintain<br>
performance.</p>
<p><b>
What you'll do:</b></p>
<ul><li>Oversee quality assurance testing, including organizing and delivering monthly analysis data to senior leadership across various business units</li><li>Support and maintain quality assurance evaluation forms, documents, and Standard Operating Procedures</li><li>Analyze and understand root causes of poor member experience and partner across the organization to drive change</li><li>Proactively identify risks and opportunities within each business unit, addressing and/or escalating issues to stakeholders and business unit leaders</li><li>Understand and interpret processes within each SoFi product to recommend appropriate control points to ensure safety and soundness of functionality</li><li>Develop and implement strategy for evaluation, including the following focus areas: testing methodology, standard operating procedures, and frequency of testing (e.g., random and targeted testing on an as-needed basis)</li><li>Partner with PMO and Engineering on automation and enhancements to processes</li><li>Assess project risks, identify contingency actions, and develop/manage a risk plan</li><li>Communicate ongoing evaluation and project performance with key stakeholders and business leadership</li></ul>
<ul><li>Establish and maintain an effective feedback loop with stakeholders and business unit leaders</li><li>Maintain an awareness of and act in accordance with team goals and business unit policies</li><li>Support special projects and seek efficiencies within QA processes</li><li>QA production support when necessary</li></ul>
<p><b>
What you'll need:</b></p>
<ul><li>Must have previous SoFi QA, Home Loans, Review, MET or Money experience</li><li>Self-motivated and able to work independently applying analytical skills required to manage reviewing tasks</li><li>Strong understanding of lending and financial services, including operations and compliance</li><li>Understanding of statistical and targeted loan sampling concepts</li><li>Good communication skills</li><li>Ability to work independently, self-motivated</li><li>Ability to work and accomplish goals with minimal supervision</li><li>Ability to multi-task and manage competing priorities</li><li>Must be detail oriented with an ability to work in a fast-paced environment</li><li>Proficient with Microsoft Office Suite (Word, Excel, PowerPoint)</li></ul><div><div><b>
Compensation and Benefits</b></div>
<div>The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location.</div>
<div></div>
<div>To view all of our comprehensive and competitive benefits, visit our <b>Benefits at SoFi</b><b> </b>page!</div>
<h5 class="jobSectionHeader">SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.</h5>
<h5 class="jobSectionHeader">The Company hires the best qualified candidate for the job, without regard to protected characteristics.</h5>
<h5 class="jobSectionHeader">Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.</h5>
<h5 class="jobSectionHeader">New York applicants: Notice of Employee Rights</h5>
<h5 class="jobSectionHeader">SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email <b>accommodations@sofi.com.</b></h5>
<h5 class="jobSectionHeader">Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.</h5>
<div><b>Internal Employees</b></div>
<div>If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.</div></div></div>

Quality Assurance Analyst, Reporting and Analytics

<div>
 <strong>
  Employee Applicant Privacy Notice
  <br/>
  <br/>
 </strong>
 <strong>
  Who we are:
  <br/>
  <br/>
 </strong>
 Shape a brighter financial future with us.
 <br/>
 <br/>
 Together with our members, we&rsquo;re changing the way people think about and interact with personal finance.
 <br/>
 <br/>
 We&rsquo;re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we&rsquo;re at the forefront. We&rsquo;re proud to come to work every day knowing that what we do has a direct impact on people&rsquo;s lives, with our core values guiding us every step of the way.
 <strong>
  Join us to invest in yourself, your career, and the financial world.
  <br/>
  <br/>
 </strong>
 <strong>
  <strong>
   The Role:
   <br/>
   <br/>
  </strong>
 </strong>
 As a Member Advocacy Specialist, you will be responsible for researching, resolving, and managing regulatory and other high-risk complaints in accordance with SoFi policies, banking regulations, laws, and regulatory requirements. This individual will also be responsible for collaborating and influencing internal stakeholders, including legal, compliance, risk management, and business units to resolve complaints.
 <br/>
 <br/>
 In addition to regulatory and high-risk complaint management and resolutions, this person will be responsible for ensuring member advocacy and continuous improvement by identifying and mitigating potential compliance and risk issues. This person will also continuously learn regulatory laws and banking regulations to ensure the complaints are closed with accuracy and complete information.
 <br/>
 <br/>
 <strong>
  <strong>
   What You&rsquo;ll Do:
   <br/>
   <br/>
   <br/>
  </strong>
 </strong>
 <ul>
  <li>
   Manage and oversee the resolution process for regulatory and high-risk complaints
  </li>
  <li>
   Analyze the regulatory and high-risk complaints to determine the most appropriate course of action to ensure compliance with all applicable SoFi policies, banking regulations, laws, and regulatory requirements
  </li>
  <li>
   Serve as an escalation point for complaints unable to be resolved in other channels
  </li>
  <li>
   Maintain personal and team accountability for productivity and efficiency
  </li>
  <li>
   Manage multiple issues/cases simultaneously
  </li>
  <li>
   Work autonomously and make decisions to ensure proper complaint handling and risk management
  </li>
  <li>
   Effectively communicate, collaborate, and influence internal stakeholders, including legal, compliance, risk management, and business units on solutions for regulatory complaints
  </li>
  <li>
   Prepare documentation, reports, and correspondence related to regulatory complaints for internal and external purposes
  </li>
  <li>
   Identify potential compliance and risk issues in relation to regulatory complaints for the betterment of the overall member experience
  </li>
  <li>
   Advocate as the &ldquo;voice of the member&rdquo; to SoFi. Proactively make recommendations to address the root cause of regulatory and high-risk risk complaints by leveraging escalation contacts and processes
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  <strong>
   What You&rsquo;ll Need:
   <br/>
   <br/>
   <br/>
  </strong>
 </strong>
 <ul>
  <li>
   Minimum of 1 year of customer escalation experience in the financial services industry
  </li>
  <li>
   Familiarity with regulatory complaint resolution processes and procedures experience preferred
  </li>
  <li>
   Intermediate knowledge of banking regulations, laws, and regulatory requirements, with a focus on regulatory complaint resolution
  </li>
  <li>
   Proven ability to make sound judgments in resolving member issues while providing excellent customer service
  </li>
  <li>
   Possess analytical skills and attention to detail, with the ability to analyze complex regulatory issues and develop practical solutions
  </li>
  <li>
   Excellent communication and interpersonal skills, with the ability to effectively communicate with internal stakeholders and regulatory authorities
  </li>
  <li>
   Ability to work independently and collaboratively in a fast-paced, dynamic environment
  </li>
  <li>
   Proven track of organizational skills, with the ability to manage multiple priorities and deadlines effectively
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Compensation And Benefits
  <br/>
  <br/>
 </strong>
 The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate&rsquo;s experience, skills, and location.
 <br/>
 <br/>
 To view all of our comprehensive and competitive benefits, visit our
 <strong>
  Benefits at SoFi
 </strong>
 page!
 <br/>
 <br/>
 SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
 <br/>
 <br/>
 The Company hires the best qualified candidate for the job, without regard to protected characteristics.
 <br/>
 <br/>
 Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
 <br/>
 <br/>
 New York applicants: Notice of Employee Rights
 <br/>
 <br/>
 SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.
 <br/>
 <br/>
 Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
 <br/>
 <br/>
 <strong>
  Internal Employees
  <br/>
  <br/>
 </strong>
 If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.
</div>


Member Advocacy Specialist

Join SoFi and explore 3   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

SoFi

ABOUT_COMPANY

School and Sales Support Analyst

Quality Assurance Analyst, Reporting and Analytics

Member Advocacy Specialist