Manager, Originations (Review)
SoFi
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Who we are:
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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. Join us to invest in yourself, your career, and the financial world.
The role
SoFi is seeking an experienced Originations Manager to support the continued growth of its Personal Loan and Student Loan products. This person will lead internal teams, optimize performance, and develop strategies to improve key performance indicators (KPIs) across both product lines. This role involves driving cross-functional initiatives, ensuring exceptional service delivery to SoFi members, and consistently meeting operational goals. You’ll oversee team coaching and development to consistently deliver outstanding member experiences while optimizing for quality and operational efficiency. In this role, you will be key in advancing company-wide objectives and enhancing the member journey across all Originations channels.
What you’ll do:
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Manage the day-to-day operations of 4-6 Originations Review team Associate Managers.
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Lead people managers in coaching, development, and performance management to maintain high-quality service and efficiency.
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Analyze performance data to identify trends and implement strategies to improve the Originations Review team’s key performance indicators (KPIs).
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Manage and execute strategic initiatives and projects that positively impact Originations' operations department. This includes ensuring timely tracking, progress updates, and successful delivery.
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Monitor, prepare, and communicate Originations' key performance indicators (KPIs) through regular reporting.
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Organize and successfully deliver Originations Regulatory Controls and Issue Management Actions.
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Identify and support training and development needs across the team.
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Foster a culture of trust, collaboration, and high engagement by championing SoFi’s core values and cultivating a positive, high-performing team environment
What you’ll need:
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3+ years of management experience. Including coaching, performance management, and team development.
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5+ years of customer service, ideally within financial services, lending, or fintech.
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A bachelor’s degree is highly preferred.
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Experience leading call center or processing center operations is highly preferred, particularly in high-volume, fast-paced environments where performance is closely tied to key metrics.
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Passion for creating a high-performance, value-driven culture and improving the end-to-end member experience.
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Demonstrated success in leading large-scale, cross-functional initiatives while identifying process inefficiencies and friction points—driving effective, data-informed solutions that improve team performance and the customer experience.
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Analytical mindset, with experience using data to uncover trends, inform decisions, and drive measurable improvements.
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Skilled in building and presenting clear, actionable reports and insights to senior leadership and key stakeholders.
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Hands-on leader willing to engage directly with frontline team members and supervisors to identify opportunities and implement changes.
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Experience in recruiting, training, motivating, and coaching individual contributors and supervisory staff.
Nice to have:
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Previous solid experience in loan originations or similar financial operations, with a background in Originations processes within consumer lending or financial services, preferably in a high-volume lending environment.
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Proven experience managing operational budgets, optimizing spend, and strategically allocating resources to ensure cost control, efficient resource utilization, and adherence to financial targets.