The role

The Relationship Manager is a part of the Commercial Operations  - Cash Management Implementation & Client Servicing team and is the direct contact for white glove support and servicing of commercial clients for their cash management and funds transfer services. This role partners with clients to understand their financial, operational, and treasury needs while delivering tailored banking and payment solutions. The Relationship manager will perform annual reviews of client relationships and recommend additional products and services to support the growing banking needs of clients.  The RM  ensures a high-quality client experience, and coordinates across internal teams—including Operations, Payments, Risk, and Product—to deliver seamless onboarding, execution, and ongoing servicing.

By joining SoFi, you're joining a new kind of finance company based around speed, transparency, and alignment with our members’ interests. Our goal is to be the center of our members’ financial lives. We created student loan refinancing, addressing the biggest financial challenge this new generation has through a new approach to lending. We expanded into other types of loans, and then into insurance and wealth management with similarly inventive products. As the company has grown, we’ve been able to help more people with these tools.

What you’ll do:

• Primary and centralized white glove servicing for existing commercial clients on all cash management and account-related matters
• Coordinate and manage resolution of service requests, issues, and inquiries by partnering with all internal teams
• Provide ongoing support for cash management products including ACH, wires, online banking, and APIs
• Proactively monitor client service needs and ensure timely follow-up, communication, and issue resolution
• Guide clients through product enhancements, service modifications, and system updates
• Facilitate onboarding of additional services, managing documentation, setup coordination, and client training
• Maintain detailed records of client interactions, service changes, and support cases in CRM systems 

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:

• Bachelor's  Degree in Business Administration preferred
• Minimum of 5+ years of relevant relationship management experience
• Deep understanding of banking and electronic payments.
• Strong written and communication skills
• Strong relationship management and client servicing skills 
• Strong organizational and problem solving skills. 

The role

SoFi is seeking a manager to join our Capital Markets focused on Secondary Markets in the Home Loans team. In this role, to you will be the point person working with a cross-functional internal team of capital markets, treasury, margin management members together with external constituencies including broker-dealers, investors, the GSE’s and third party vendors to execute home loan sales, securitizations transactions.

What you’ll do:

• Manage rate-sheet generation via MBS pricing and coordination into the Product and Pricing Engine.  Emphasis on TBA pricing and Spec Pool pricing for rate-sheet generation.
• Understanding of MSR and BU-BD/XS Servicing pricing
• Work with margin management to determine best margin based on secondary pricing, region, and/or current program, or marketing campaign.
• Familiar with Lock Desk procedures and policies.
• MBS pooling and loan delivery
• Pipeline hedging, trading and understanding of the roll market

What you’ll need:

• 6+ years of relevant experience desired, primarily in home loan secondary markets.
• BS/BA in business, finance, accounting, economics or similar technical field
• Excellent work ethic and willingness to contribute broadly to achieve team and company objectives   
• Strong verbal and written communication as well as technical and organizational skills
• Strong analytical skills with attention to detail
• Strong ability to read and interpret financial contracts and knowledge of core documents and industry standard/best practices in transactional terms
• High level of proficiency with Microsoft Office suite (particularly in Excel, PowerPoint)
• Previous experience with lending or consumer credit products a plus: mortgages, student loans, credit cards, personal loans, etc.
• Previous experience with asset-backed securitization data sets a plus:  Bloomberg, Intex, DV01, etc.

A Plus:

• Familiarity with Encompass LOS and OB pricing engine.
• Post Close experience.
• Resi Private Label Securities, structuring and securitization.
• Understanding of fixed income/MBS risk metrics and bond math.