Role Description Executar e garantir a operação financeira da empresa com organização, confiabilidade e precisão, assegurando a qualidade das informações para suporte à tomada de decisão. - Execução de contas a pagar (Pix, boleto, DDA e cartão) - Controle de prazos, envio de comprovantes e relacionamento com fornecedores - Conciliação bancária diária - Atualização e controle do fluxo de caixa - Elaboração e controle de provisões financeiras - Apoio na construção e atualização da DRE gerencial - Classificação correta de receitas, custos e despesas - Lançamentos e organização no Nibo - Controle de notas fiscais e documentação - Execução do fluxo de compras e pagamentos - Propor melhorias de processos, sistemas Qualifications - Experiência sólida em contas a pagar - Domínio de conciliação bancária - Experiência com fluxo de caixa - Conhecimento em DDA - Conhecimento em DRE em nível operacional (lançamentos, provisões) - Excel avançado - Experiência com Nibo - Organização e alta atenção a detalhes - Perfil executor, responsável e confiável - Itaú e demais bancos digitais Requirements - Experiência com alto volume transacional - Vivência em empresas digitais ou infoprodutos - Experiência com organização e melhoria de processos financeiros - Noções básicas de Contabilidade (regime de Caixa, competência) About the Position Essa posição será responsável por sustentar a operação financeira do dia a dia, garantindo que os processos rodem com consistência, que os pagamentos sejam realizados corretamente e que as informações financeiras estejam sempre atualizadas e confiáveis.

Role Description We are looking for an Electronic Data Interchange (EDI) Coordinator to join our Merchandising Execution Team. This individual will report into our Manager of Merchandising Execution and serve as the primary point of contact for all EDI operations. In this position, you will be responsible for: - Vendor onboarding - Transaction monitoring - Issue resolution - Ensuring seamless integration between EDI, internal systems, and business operations This remote position is open to individuals who live in, or are open to relocating to, the following states: - Arizona - Delaware - Florida - Georgia - Kentucky - Nevada - New Jersey - New York - North Carolina - Ohio - Rhode Island - South Carolina - Tennessee - Texas - Virginia - Washington This position requires travel to our headquarters in Melville, NY 3 times per year for internal meetings and team building activities. We reimburse reasonable and necessary travel expenses, and you’re also welcome to work on-site anytime beyond these visits – our doors are always open. Role Type: Full-Time, Exempt/Non-Exempt Location: Remote Schedule: Monday through Friday, 8:00 a.m. to 5:00 p.m. with time zone flexibility Base Salary: $71,000 – $88,500 per year Responsibilities - Coordinate configuration, testing, and maintenance of EDI transactions with external EDI provider and trading partners, including 850 (Purchase Orders), 855 (Purchase Order Acknowledgments), 856 (Advance Ship Notices), and 810 (Invoices). - Proactively monitor daily EDI transmissions to identify failures, errors, or delays; investigate failed or rejected transactions and coordinate reprocessing with vendors, internal teams, and EDI provider to prevent operational disruptions. - Serve as the primary liaison between internal teams, external vendors, and EDI partner and own day-to-day relationship with third-party EDI provider, including issue escalation, prioritization, and performance tracking. - Lead end-to-end onboarding of new vendors into the EDI program, including requirements gathering, testing, validation, and go-live coordination. - Develop, standardize, and maintain all EDI documentation, process guides, and support materials. - Ensure accurate data flow between EDI platform, internal ERP system, and PO Management software. - Work closely with Merchandising, IT, and Accounting teams to resolve data discrepancies, maintain seamless transaction flow, and promote EDI best practices across teams. - Track EDI performance metrics, including error rates, vendor compliance, and onboarding timelines and use them to identify trends in transaction errors to recommend process improvements. Qualifications - Bachelor's degree in Information Systems, Information Technology, Supply Chain Management, Business Administration, Operations Management, a related field, or equivalent work experience - 2+ years of experience working with EDI systems, trading partner onboarding, and transaction lifecycle management - Strong working knowledge of EDI document types (850, 855, 856, 810) and standard mapping processes - Experience troubleshooting across multiple systems, including EDI platforms, ERP systems, and order/PO management tools - Experience working with EDI service providers (LBMX, TrueCommerce, etc.) - Strong analytical and problem-solving skills, especially in data troubleshooting - Excellent communication skills for coordinating across external partners and internal departments - Ability to manage multiple priorities in a fast-paced environment - Ability to work well both independently and in a team setting - Detail oriented mindset with strong organizational skills Benefits - Comprehensive and affordable medical, dental, vision, and voluntary life insurance options - 401(k) with up to 4% company match - Paid vacation, sick time, and holidays - Company-paid basic life insurance and long-term disability - Discounted auto, home, and pet insurance programs - Flexible Spending Account (FSA) - Confidential mental health, financial planning, and legal support through our Employee Assistance Program (EAP) - Company-provided equipment and one-time $250 work from home stipend - $750 annual professional development budget - $25 monthly Grubhub credit - Company rewards and recognition program - And more!

• Lead planning, architecture discussions, and execution of complex integrations with external lender partners on the Dealertrack platform • Serve as the senior technical liaison for high‑visibility partner implementations and platform migrations • Provide advanced pre‑sales technical consultation to support solution design and ensure alignment with Dealertrack capabilities and partner requirements • Coordinate, manage, and track all project deliverables using internal tools such as Salesforce and Rally • Oversee upgrades, conversions, and large-scale partner transitions, ensuring minimal disruption and high-quality outcomes • Own escalated issues end-to-end, ensuring cross-functional alignment, timely updates, and complete resolution • Guide and coordinate cross-functional teams—including Engineering, Product, and Support—to execute strategic partner initiatives • Maintain strong relationships with engineering teams to prioritize fixes, enhancements, and production support needs • Maintain expertise in Dealertrack products, integration frameworks, and support protocols • Identify and champion process improvements to reduce service issues, accelerate timelines, and improve partner experience • Contribute to best practices, documentation, and standards for integration and support workflows • Support production deployments, partner cutovers, and critical outages as needed, including off-hours and on-call coverage • Mentor and provide technical guidance to systems integration analysts across the team

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 Appraisal Orders Analyst supports internal loan teams by managing the end-to-end appraisal order process to ensure timely, accurate, and compliant execution. This role exists to keep appraisal workflows moving efficiently by monitoring active orders, coordinating with Appraisal Management Companies (AMCs), and proactively addressing risks that could delay loan closings. Reporting to the Appraisal Orders Manager, the analyst serves as a key operational partner to loan teams by maintaining visibility into appraisal status, enforcing policy, and escalating issues before they impact service levels or borrower experience. What you’ll do: - Enforce Appraisal Orders policy, currently governed under the Lock Desk Policy and Procedures. - Manage appraisal orders using Reggora, the Appraisal Orders shared inbox, and applicable Encompass pipelines to support efficient file movement. - Monitor active appraisal pipelines to identify orders at risk and proactively escalate delays or issues to the appropriate internal teams or vendors. - - Serve as a first point of contact between Appraisal Management Companies (AMCs) and internal loan teams to resolve questions, issues, or discrepancies. - Assist internal partners with FHA and VA case number transfers, appraisal transfers, credit card refund and charge requests, and appraisal-related escalations. - Monitor the shared Appraisal Orders email inbox to ensure requests are addressed within established SLAs and team performance standards are met. - Ensure appraisal fees are accurate and orders are placed and delivered in a timely manner with approved AMCs. - Review and respond to Reggora messages to support timely appraisal delivery and issue resolution. - Maintain a high level of accuracy, organization, and confidentiality while managing an assigned appraisal pipeline. This is a hybrid role requiring two days per week in the Charlotte, NC or Frisco, TX office. The position is Monday through Friday, 40 hours per week, with overtime available based on business volume. What you’ll need: - Proficiency in Microsoft Excel and comfort working across multiple systems and pipelines. - Ability to work quickly, accurately, and independently in a fast-paced, deadline-driven environment. - Experience managing sensitive information and working under a high level of confidentiality. - Ability to manage an assigned pipeline that includes FHA and VA loan products. - Strong attention to detail with effective time management and organizational skills. - Excellent verbal, written, and interpersonal communication skills, with the ability to collaborate across teams. 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 accommodations@sofi.com.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.