Research & Adjustment Specialist Jobs

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The role
The Research and Adjustments Specialist is responsible to investigate and process adjustments
forwarded to SoFi from the Federal Reserve and other Financial Institutions. Responsibilities also include processing court-ordered documents serviced upon the bank such as levies, garnishments, writs of execution, etc. Both areas require accurate processing within mandated (regulatory or legal) guidelines. This position will work with both internal and external stakeholders to ensure an equitable, compliant resolution in each matter.
As part of a dynamic team, Back Office representatives provide quality service and effective and efficient operational support for the assigned area’s internal and external business partners as well as providing advice and assisting with training for less experienced team members. Individuals at this level are expected to use some independence of thought but to refer more complex problems to department management.
What you’ll do:

• Research and process all incoming adjustments from the Federal Reserve and other Financial

Institutions

• Work with internal and external stakeholders to ensure adjustments comply with associated

regulations.

• Work with Sofi’s legal team to ensure all court-ordered requests comply with associated laws.
• Work with internal and external stakeholders to implement changes to the process, when
• Ensure all entries applied to member accounts are accurate.

needed.

• Assist with settlements, as needed.
• Ensure SOPs are accurate by submitting changes to the Team Leads when necessary.
• Proactively identify ongoing issues within operations and attempt to resolve them on an
• Maintain internal operational and financial controls to ensure that they meet banking standards.
• Immediate basis so that they do not affect member-organization relationships.
• Assist front-office staff with questions so they can, in turn, assist our members.
• Other duties as assigned.

Qualified candidates are those who love variety in a fast- paced environment and work with an
exceptional attention to detail and a high level of accuracy while meeting deadlines. Being tech savvy
and possessing strong analytic and problem-solving skills are beneficial; knowledge of banking
regulations are desired. Successful candidates are flexible, dependable team players and self-disciplined
in time management.
The hours of the position will be 8:00am – 5:00pm, Monday through Friday. These hours may change as
volumes increase to meet daily deadlines.
What you’ll need:

• Must be detail-oriented, an independent thinker and able to handle multiple tasks concurrently.
• Ability to meet critical deadlines in a time sensitive environment.
• High school diploma or equivalent – required
• Ability to analyze data with a strong attention to detail and accuracy
• Strong problem-solving skills
• Excellent written and verbal communication skills.
• Strong written and communication skills
• Minimum of 3+ years of relevant banking operations experience
• Deep understanding of how the financial world works
• Present SoFi in a professional manner at all times

Nice to have:

• Series 99 license preferred, but not required. (May need to obtain it in the future.)

Compensation And Benefits
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.
To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!
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.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
New York applicants: Notice of Employee Rights
SoFi is committed to embracing diversity. 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 [email protected].
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
Internal Employees
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.