SoFi is seeking a Research and Adjustments Associate to investigate and resolve transaction research requests from internal staff and members, ensuring timely issue resolution and exceptional member service.
Requirements
Minimum of 1 year of relevant banking operations experience
Knowledge of ACH, Banking Transactions is preferred but not required
Ability to analyze data while demonstrating exceptional attention to detail and accuracy
Proven ability to work independently, prioritizing tasks in order of importance to meet deadlines
Proven excellent problem-solving skills
General accounting knowledge
Responsibilities
Investigating and completing transaction research requests made by internal SoFi staff and SoFi Members for various transactions.
Completing member follow-up on research requests to ensure issues are resolved meeting regulatory timelines.
Analyses, report generation, transaction processing, data entry, monitoring automated file processing, assisting with daily settlements and G/L(General Ledger) reconciliation, consistently meeting processing deadlines, and resolving operational issues to ensure exceptional member service to SoFi’s member base.
Complete research requests for internal staff and customers with a high sense of urgency including meeting service and communication standards
Manage member follow-up on research and/or follow-up items as requested by members or partners within the bank including transaction research on ACH, Wires, Zelle and Debit Card etc.
Perform account maintenance which could include account closing/reopen
Review and process transactions pertaining to banking operations services
Other
High school diploma – required
Deep understanding of how the financial world works
Solid written and communication skills
The hours of the position will be 8:00am – 5:00pm, Monday through Friday. These hours may change as volumes adjust to meet daily deadlines.
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
