Fintech Relationship & Funding Specialist

Klassic Recruitng; Healdsburg (CA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Catered lunches

Subsidized gym membership

401(k) with retirement planning education

Tuition reimbursement up to $5,250 a year

Monthly contribution for student loans

Job summary

Klassic Recruiting is partnering with SoFi to find a Relationship Management Consultant in Healdsburg, CA. The role is vital for building relationships with applicants and borrowers, requiring strong communication and organizational skills.

SoFi offers a dynamic environment with numerous benefits, including competitive salaries and a flexible vacation policy. Ideal candidates will exhibit professionalism and a strong work ethic while being able to handle pressure effectively.

Qualifications

• Professional demeanor with a strong work ethic.
• Previous experience in financial services/sales and/or contact center preferred.
• Ability to work evenings, nights, and weekends.

Responsibilities

• Respond to applicant inquiries via phone, Secure Chat, and email.
• Document every correspondence with applicants and borrowers.
• Perform outbound outreach to applicants to move applications through the sales process.

Skills

Strong verbal and written communication skills

Advanced computer skills

Ability to build positive working relationships

Strong work ethic

Ability to exhibit grace under pressure

Organizational and time management skills

Education

High school or equivalent

Tools

Microsoft Office Suite

Databases

Web

Job description

Klassic Recruiting is partnering with SoFi to find a Relationship Management Consultant in Healdsburg, CA. The role is vital for building relationships with applicants and borrowers, requiring strong communication and organizational skills.

SoFi offers a dynamic environment with numerous benefits, including competitive salaries and a flexible vacation policy. Ideal candidates will exhibit professionalism and a strong work ethic while being able to handle pressure effectively.