Good for career growth - Investment Specialist SoFi Employee Review

5.0
Jan 11, 2023
Recommend
CEO approval
Business Outlook

Pros

Career growth, FINRA licensing opportunities, the startup/growth environment makes adaptability to change a must

Cons

Things rapidly change, and operations reps often feel the growing pains the most (can be both a pro and a con at the same time), cross-dept. communication and collaboration could be vastly improved, difficult to change schedule once you're set in a shift

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SoFi Response
3y
We love our Operations employees - ya'll are on the front lines helping our members get their money right every single day, so thank you for being a part of this critical team. And thanks for the review - we're so happy you feel like there is ample career growth, because that's a huge focus area for our company. You're right, you have to be adaptable and enjoy change to thrive at SoFi, and we realize that's not an environment for everyone. That said, we hope you feel supported by your manager, leaders, and team as we navigate change together. And we hear you about improving communication - we're evaluating new tools and opportunities to improve cross team communication. If you have any ideas, let us know. Thanks for the review, and for being on this journey with us. Take care.

Explore other reviews about SoFi

5.0
Jun 30, 2026
Recommend
CEO approval
Business Outlook

Pros

Great CEO, good growth opportunities and interesting work. Have worked at a lot of finance/fintechs, SoFi is the best by a long shot.

Cons

Benefits could be better, less competitive than other fintechs

2.0
Jun 6, 2026
Recommend
CEO approval
Business Outlook

Pros

You are only required to work from the office 1 day of the week and the rest from home. The Benefit package is great. The company has free snacks, fruits and drinks at the office and it provides the employees with lunch at least once a month while at the office.

Cons

You are literately a modern day slave with low pay and a tone of work. After a few months you have to get upskilled (more work) without any additional compensation. You are constantly evaluated: First call resolution is huge, the goal is for the member not to have to call back in at least a week. The company wants the call to last less than 5 minutes (or you get dinged). The company wants the members to respond to the surveys and if they don't it counts against you. if you go on chats, you will have to serve maneuver between two different once at the same time. You ONLY get a 30 minute lunch break and two 15 minute breaks. It is difficult to go to the restroom because while on the phones there is NO actual bathroom disposition and so you will get dinged and if it takes you longer than 5 minutes you get a message from intrudium informing you that you are out of adherence. The technology is the worse I have ever had to work with. It uses a program called Zscaler that is constantly disconnecting and when it does, it interrupts all of the other programs that are required to work with, in which case you have to inform WFM that you are having tech issues either by telephone or by sending a Workflow and hope it gets approved. While in training you are informed that you will only get paid up to 1 hr while having a tech issue. Workflows are huge and used for everything, including if you are suppose to clock out for the day but you are still on a call and it makes you go over 5 minutes (or you get dinged). Putting in for PTO or Sick Time is also not easy either, it's all about the companies needs so, hopefully you will get approved or maybe not. H.R. is only there a bit while you are hired and of course if you are let go but other than that, not sure what they do because there is no real connection.

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SoFi Response
1w
Hi there, thank you for leaving a review. We're sorry your experience didn't match your expectations and encourage you to reach out to glassdoor@sofi.org to discuss your review in more detail.
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