Speciality Servicing Ops Legal Analyst
Position Overview
Job Description
Employee Applicant Privacy Notice
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 Speciality Servicing Ops Legal Analyst plays a critical role in supporting the Speciality Servicing Operations team in processing, reviewing, and responding to a high volume of legally sensitive documents. This position serves as a key point of contact for legal correspondence and ensures all documentation is handled in strict accordance with applicable federal and state laws, internal policies, and regulatory requirements. The ideal candidate is detail-oriented, organized, and capable of exercising sound judgment in a fast-paced banking environment.
What you’ll do:
Review, log, and process incoming attorney letters/third party authorizations requesting account actions on behalf of members.
Verify the authenticity and legal sufficiency of attorney correspondence relating to attorney representation, POA or debt validation, prior to taking any account action.
Evaluate and validate Power of Attorney (POA) documents submitted by members or third parties for completeness and legal compliance.
Determine scope of authority granted and apply appropriate account access or restrictions accordingly.
Identify and escalate potentially fraudulent, expired, or legally deficient POA documents to legal for review.
Process requests from authorized third parties seeking access to member account information or the ability to conduct business on a member’'s behalf.
Respond to customer inquiries regarding the status of third-party authorization requests.
Respond to debt validation requests submitted by members or their representatives in compliance with the federal and applicable state laws.
Gather and compile supporting account documentation to substantiate debt validity within required legal timeframes.
Coordinate with Legal and Compliance teams to ensure proper handling and timely response to all validation requests.
Identify and implement process improvements that enhance efficiency across the broader Speciality Servicing department.
Act as a departmental subject matter expert (SME) for legal document processing, providing guidance and training to junior team members as needed
Independently define and manage project timelines for legal-ops initiatives, ensuring alignment with business needs without regular management prompts.
Collaborate with leadership to set ambitious team goals and establish new best practices for processing operations legal documentation.
What you’ll need:
Associate's or Bachelor's degree in Business, Paralegal Studies, Finance, or a related field preferred.
1–3 years of experience in banking operatio...
Perks & Benefits
Practice Area
General Practice
Position
Mid
Applicant Location Requirements
Applicants must be located in: US
Application Contact
Contact: SoFi Hiring Team
Application Deadline
June 22, 2026
Employment Type
Full time
