SoFi application questions — all 37, word for word
SoFi hires through Greenhouse. Beyond name, email and CV, its application form asks 37 questions, 30 of them required. 2 of them are required, fixed-choice questions about your eligibility to work. A cover letter is optional.
175 roles were open when this was last checked, mostly in finance and engineering. The questions below are the form's own wording, not a paraphrase.
What SoFi has open
These are the roles the form was read from, as SoFi titles them, in United States, CA - San Francisco, TX - Frisco, Charlotte, NC:
- Art Director, Generative AI (Contract)
- Associate Manager, Protect
- Corporate Development Analyst
- Crypto Core Operations Analyst
- Crypto Sanctions Compliance Senior Specialist
- Design Systems Designer (Contract)
- Direct Mail Marketing Manager, Credit Card (Contract)
- Director - Special Investigations (FIU)
- Director Product Manager, Commercial Banking
- Executive Assistant, Office of the CTO
- Financial Intelligence Unit Senior Specialist - Crypto
- Financial Services Strategic Sourcing Analyst
35 of the questions below are ones at most two of the 213 employers measured ask (median: 18), the least standard being “To help protect candidates, SoFi, and our members from identity theft, impersonation, and other fraud, SoFi conducts an identity and fraud prevention review. You may opt out of this review at the application stage; however, if you advance to the offer stage, successfully completing a thorough background check is a required part of our onboarding.”.
The eligibility questions
These are required, and answered from a fixed list rather than in your own words: work authorisation, visa sponsorship or security clearance. Employers often use questions like these to filter applications automatically, but Greenhouse's public data does not say whether SoFi does — so treat them as the answers most likely to matter, not as a verdict. Answer them honestly either way.
| Question | Answers accepted |
|---|---|
| Will you now or in the future require SoFi to commence (“sponsor”) an immigration case in order to employ you? required, fixed choice | Yes, No |
| Are you authorized to lawfully work in the country where this role is located? required, fixed choice | Yes, No |
Every question on the form
| Question | Type | Required |
|---|---|---|
| Will you now or in the future require SoFi to commence (“sponsor”) an immigration case in order to employ you? Yes, No |
select | Yes |
| Are you authorized to lawfully work in the country where this role is located? Yes, No |
select | Yes |
| First Name | text | Yes |
| Last Name | text | Yes |
| text | Yes | |
| Phone | text | Yes |
| Resume/CV | file | Yes |
| Cover Letter | file | No |
| Today's Date of Application (MM/DD/YY Format) | text | Yes |
| LinkedIn Profile | text | No |
| Website | text | No |
| Have you worked at or been a consultant for SoFi or any company subsequently acquired by a SoFi entity (including Galileo Financial Technologies, Technisys, Wyndham Capital Mortgage, Zenbanx, 8 Securities, and/or Golden Pacific Bancorp, Clara Lending)? Yes, No |
select | Yes |
| Would you like to receive marketing communications about careers at SoFi and SoFi Tech Solutions? Yes, No |
select | Yes |
| Preferred Name (if different from legal name) | text | No |
| I acknowledge that by providing my phone number, I agree to receive text messages from SoFi Technologies in relation to this job application. Message frequency varies. Reply STOP to opt-out of future messaging. Reply HELP for help. Message and data rates may apply. Yes |
select | Yes |
| Are you currently employed with or have been employed by Deloitte? Deloitte is our external financial auditor and due diligence may be performed prior to employment to ensure independence requirements are met. If you indicate yes, you agree that certain information may need to be disclosed to Deloitte before employment to confirm independence. Yes, No |
select | Yes |
| Are you currently a SoFi or SoFi Tech Solutions (formerly Galileo) employee? Yes, No |
select | Yes |
| Do you currently hold, or intend to hold, any FINRA licenses if employed by SoFi? (i.e., Series 7, Series 24, Series 27, Series 99, etc.) Yes, No |
select | Yes |
| What FINRA license(s), if any, do you currently hold? N/A, Series 3 (S3), Series 4 (S4), Series 6 (S6), Series 7 (S7), Series 9 (S9) (+28 more) |
multiselect | Yes |
| Are you currently located within, or planning to relocate to be within, a reasonable commute of any of this job's listed hiring locations? Yes, No |
select | Yes |
| Home Address Line 1 | text | Yes |
| Home Address Line 2 | text | No |
| Home Address City | text | Yes |
| Home Address State | text | Yes |
| Home Address Zip Code | text | Yes |
| Home Address Country United States of America, Argentina, Mexico, Brazil, Chile, Colombia (+7 more) |
select | Yes |
| Home Address CEP (Brazil Only) | text | No |
| Gender | text | No |
| Race: Please select the racial category with which you most closely identify with. | text | No |
| If you selected "Two or more races", please check all racial categories with which you identify with. | text | No |
| Veteran Status | text | No |
| Do you have 3+ years in operations, program management, or lending operations? yes, no |
select | Yes |
| Are you familiar with risk frameworks, compliance expectations, and operational controls within a regulated financial environment. yes, no |
select | Yes |
| Do you have small business lending experience? yes, no |
select | Yes |
| Do you have RCSA experience? yes, no |
select | Yes |
| Do you have 8+ years managing teams within Operations, front-line teams across multiple business groups? yes, no |
select | Yes |
| Do you have 10+ years of experience in L&D or talent development, with a focus on training design? yes, no |
select | Yes |
| Do you have 8+ years or more experience in banking or the fintech sector? yes, no |
select | Yes |
| To help protect candidates, SoFi, and our members from identity theft, impersonation, and other fraud, SoFi conducts an identity and fraud prevention review. You may opt out of this review at the application stage; however, if you advance to the offer stage, successfully completing a thorough background check is a required part of our onboarding. I acknowledge, I choose to opt out of a fraud review at application |
select | Yes |
| Do you have a bachelor's degree in Finance, Accounting, Economics, or a related field? yes, no |
select | Yes |
| Do you have 2+ years of experience in financial operations, securities operations, trade/transaction processing, settlements, reconciliation, payments, brokerage operations, custody, or a similar financial services environment? yes, no |
select | Yes |
| Do you have experience working with financial transactions, account/asset balances, or high-volume transaction data? yes, no |
select | Yes |
| Do you have experience supporting crypto, digital assets, brokerage, trading, exchanges, or custodians? (Not required) yes, no |
select | Yes |
| Do you have experience with back-office operations, settlements, reconciliation, or financial controls? (Not required) yes, no |
select | Yes |
| Do you have familiarity with SQL and Python, or interest in developing these skills? (Not required) yes, no |
select | Yes |
What it's really asking about
Grouped by what each question is for, so you can prepare the answers that repeat across employers.
| Topic | Questions |
|---|---|
| Other | 21 |
| Voluntary diversity questions (EEOC) | 4 |
| Education | 3 |
| Role-specific screening | 3 |
| Years of experience | 2 |
| Background checks | 1 |
| Relocation | 1 |
| Visa sponsorship | 1 |
| Work authorisation | 1 |
What other employers ask
The same question rarely comes out the same way twice. These employers' forms are measured the same way, from their own job boards:
Mercury · Mighty Networks · Mixpanel · Modern Health · Mongodb · Monzo
Before you apply
Have the answers to the required questions ready before you open the form — SoFi's asks for 30 of them, and Greenhouse does not save a partial application by default. Settle the eligibility questions first — they are the ones with no room to elaborate, so knowing your answer before you start tells you whether the rest of the form is worth your time.