Associate Manager, Opportunities Resolution

· Remote

Location

Remote

Type

Full Time

Job Description

Associate Manager Opportunities Resolution

Posted 12 Hours Ago
Easy Apply
Be an Early Applicant
2 Locations
Hybrid
77K-144K Annually
Mid level
Fintech • Mobile • Software • Financial Services
SoFi’s mission is to help people reach financial independence to realize their ambitions.
The Role
The Associate Manager oversees a team of Opportunities Resolution Specialists enhancing the member experience by resolving escalated inquiries ensuring compliance and fostering a proactive team environment.
Summary Generated by Built In

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Who we are:

Shape a brighter financial future with us.

Together with our members we’re changing the way people think about and interact with personal finance.

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

The Associate Manager Opportunities Resolution manages coaches and develops a team of Opportunities Resolution Specialists who resolve escalated inquiries and complaints. In addition to supervising this role will help identify and implement solutions to enhance our SoFi member's experience improve our employee experience within the ORT team and help our Resolution Specialists develop and grow. 

What you’ll do:

  • Independently manage a team of Opportunities Resolution Specialists monitoring their workload to ensure the appropriate allocation of resources is in place to resolve escalated complaints and inquiries. 
  • Hire train motivate monitor and coach new Resolution Specialists and serve as a subject matter expert to resolve complex escalated complaints and inquiries as needed. 
  • Ensure that the team follows compliance procedures while providing first-rate customer service. Establish monitor and maintain internal policies and procedures as well as business continuity plans.
  • Foster an environment focused on identifying issues providing solutions and driving innovation to enhance the complaint program.    
  • Hold team members accountable for performance by defining clear goals objectives responsibilities and priorities. 
  • Identify and escalate issues and propose recommended solutions regarding potential issues with processes systems and operations inefficiencies to their direct manager to contribute to operational success.
  • Participate in cross-functional projects designed to mitigate the bank's risk due to inefficiencies fraud or lack of compliance. 
  • Participate in special projects as requested.

What you’ll need:

  • 2+ years of supervisory or management role in a customer service or call center environment
  • Minimum of 5 years of general customer service experience preferably with escalation or complaint resolution experience at a bank or financial institution 
  • Proficient knowledge of bank products and services such as credit and debit cards 
  • Exceptional time management skills with the proven ability to manage multiple priorities and work in a fast-paced environment
  • Excellent written and verbal communication skills are required to answer questions and communicate issues clearly & concisely to internal and external stakeholders. 
  • Ability to react to change quickly and implement new processes & procedures
  • Work independently with little or no supervision
  • Professional demeanor and excellent work habits are essential
  • Demonstrated ability to mentor coach and develop others 
  • Available for all operating hours including evenings and weekends

Nice to have:

  • Associate's Degree preferred but not required
  • Loan processing student loan originations consumer credit or consumer lending experience 
  • Knowledge of banking regulations laws and regulatory requirements with a focus on regulatory complaint resolution
  • Experiencing managing complaints in the financial services industry
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.The Company hires the best qualified candidate for the job without regard to protected characteristics.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 RightsSoFi 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 [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.

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The Company
HQ: San Francisco CA
4500 Employees
Year Founded: 2011

What We Do

SoFi wasn’t built to be a bank. Or a technology company. We were built for one mission: help people achieve financial independence so they can realize their ambitions. Redefining an entire industry isn’t easy work—and it’s not for the faint of heart. It takes a certain kind of team. People with diverse perspectives and expertise united by a common sense of purpose. People willing to challenge assumptions but always do the right thing. People proving that innovation and responsibility don’t have to compete but can come together to create something truly unconventional in the world. For the last eight years we’ve been charting this new path forward. We call it The SoFi Way. At SoFi we don’t just talk about culture: we live it. The SoFi Way is how we show up every day how we make decisions and how we build for our members clients and each other.

Why Work With Us

Together with our members we’re changing the way people think about and interact with personal finance. We’re a next-generation Fintech company using innovative mobile-first technology to help our members reach their goals. The industry is going through an unprecedented transformation and we’re at the forefront.

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Employees engage in a combination of remote and on-site work.

For the majority of our workforce who work on a hybrid schedule the in-office requirement is a handful of days per month!

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Date Posted

04/28/2026

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