Senior Member Experience Analyst
Current- Build and improve Chatbot content for SIPS products (Bank, Invest, Credit Card, Relay, Travel, Rewards, etc.)- Create and improve Digital Communication content for SIPS products
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@sofi.org
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Andrew Evener is listed as Senior Member Experience Analyst at SoFi, a company with 1641 employees, based in St Petersburg, Florida, United States. AeroLeads shows a work email signal at sofi.org and a matched LinkedIn profile for Andrew Evener.
Andrew Evener previously worked as Member Experience Analyst at Sofi and Investment Specialist II at Sofi. Andrew Evener holds Ba, History, Economics, 3.525 from Flagler College.
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AeroLeads found 1 current-domain work email signal for Andrew Evener. Compare company email patterns before reaching out.
Andrew Evener is a Senior Member Experience Analyst at SoFi. He possess expertise in customer service, leadership, banking, loans, analysis and 2 more skills.
Listed skills include Customer Service, Leadership, Banking, Loans, and 3 others.
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A career timeline built from the work history available for this profile.
Florida, United States
- Build and improve Chatbot content for SIPS products (Bank, Invest, Credit Card, Relay, Travel, Rewards, etc.)- Create and improve Digital Communication content for SIPS products
Jacksonville, Florida, United States
- Build and improve Chatbot content for Banking, and Investing- Create and improve Digital Communication content for Banking, and Investing
Jacksonville, Florida, United States
- Assist members with investment-related questions, including regulatory questions- Monitor proprietary Social Investing commenting platform- Create a Standard Operating Procedure (SOP) for monitoring and responding to members in proprietary Social Investing platform- Assist non-licensed representatives with investment-related member questions and issues
St. Augustine, FL
- Work with an advisor to create an advisory program, including custom advisory portfolio asset models- Serve as the point person on researching new technologies and tools available to the team- Champion effort to reach out and transfer old NYL Securities accounts to new B/D- Work closely with advisors to prepare documents and account summaries ahead of.
Jacksonville, Florida Area
- Champion the conversion to iDoc and DocuSign (Paperless office tools)- Research new CRM tools, and champion upcoming conversion to RedTail as the new CRM- Main point of contact for Broker/Dealer change and repapering accounts- Process and provided analysis for monthly referral report from branches- Main point of contact for 5 Financial Advisors for.
St. Augustine, FL
- Develop member relationships through the 2x2x2 customer service concept and VyStar Excellence- Grow 1st and 2nd mortgage loan business, complete the application process, and close 2nd mortgage loans- Grow consumer loan business, and complete the process from application to closing- Refer members to business partners (i.e. Investment Services, VyStar Real.
Jacksonville, Florida Area
- Develop customer relationships through the 2x2x2 customer service concept & Relationship Analysis Map- Perform customer account maintenance, open/close accounts, complete loan application process- Develop 2nd mortgage business, complete the application process, and close 2nd mortgage loans- Develop $100,000+ Annuity Book of Business in Annuities in 1.
- Top performer in Jacksonville/Orlando Division in Reg. E calling- Perform customer’s banking transactions while providing excellent customer service- Perform daily functions as Vault Teller, including ordering/shipping to/from the Fed- Balance and pull daily totals from the ATM
- Tutored four separate student-athletes in Principles of Microeconomics- Proctored exams for class sizes ranging from 200 students to 400 students
- Led 3 tours a day through the historic Hotel Ponce de Leon, now Flagler College- Process over $400 worth sales at register every shift- Assist customers with questions or needs- Promote Flagler College to tourists, and prospective students- Stock merchandise in store- Keep store organized
Other employees you can reach at sofi.com. View company contacts for 1641 employees →
Bradley Clapsaddle
Colleague at Sofi
Jacksonville, Florida, United States, United States
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JM
Justin Myers
Colleague at Sofi
Dallas, Texas, United States, United States
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Imevbore Gabriel
Colleague at Sofi
Nigeria, Nigeria
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PA
Paula Allen
Colleague at Sofi
Corydon, Indiana, United States, United States
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AS
Ashley Sanders
Colleague at Sofi
Jacksonville, Florida, United States, United States
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AC
Amber Chiasson
Colleague at Sofi
Macclenny, Florida, United States, United States
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JR
Joe Rhie
Colleague at Sofi
Los Angeles, California, United States, United States
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RS
Ryan Smoot
Colleague at Sofi
San Francisco, California, United States, United States
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SV
Stefania V'Soske
Colleague at Sofi
San Francisco Bay Area, United States, United States
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ZT
Zack T.
Colleague at Sofi
Jacksonville, Florida, United States, United States
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Activities and Societies: Society for Advancement of Mangement 2007-2008, Intramural Flag Football 2005-2007, Intramural Softball.
Quick answers generated from the profile data available on this page.
Andrew Evener works for SoFi.
Andrew Evener is listed as Senior Member Experience Analyst at SoFi.
AeroLeads has found 1 work email signal at @sofi.org for Andrew Evener at SoFi.
Andrew Evener is based in St Petersburg, Florida, United States while working with SoFi.
Andrew Evener has worked for Sofi, The Bailey Group, Vystar Credit Union, Hancock Bank, and Auburn University.
Andrew Evener's colleagues at SoFi include Bradley Clapsaddle, Justin Myers, Imevbore Gabriel, Paula Allen, and Ashley Sanders.
You can use AeroLeads to view verified contact signals for Andrew Evener at SoFi, including work email, phone, and LinkedIn data when available.
Andrew Evener holds Ba, History, Economics, 3.525 from Flagler College.
Andrew Evener is listed with skills including Customer Service, Leadership, Banking, Loans, Analysis, Data Analysis, and Microsoft Word.
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