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.

Employee Applicant Privacy Notice

The role:

The Senior Analyst, Home Lending Operations Strategy will be instrumental in shaping the future of mortgage origination at So Fi. This role focuses on delivering a best-in-class member experience and achieving industry-leading turn times during periods of high growth. The successful candidate will partner closely with Product, Sales, Marketing, Credit, and Operations teams, providing both strategic thought leadership and hands-on execution to drive service and speed with quality.

What you’ll do:

• Strategic Leadership: Manage and execute complex transformation projects within aggressive timelines for the Mortgage operations. This includes defining project scope, objectives, milestones and deliverables.

• Business Requirements & Process Redesign: Collaborate with stakeholders to gather, analyze, and document comprehensive business requirements. Design and implement optimized processes, workflows, and operational models to reduce processing times.

• Vendor Identification & Selection: Identify, evaluate, and select third-party vendors and technology solutions that align with strategic objectives and project requirements. Manage vendor relationships throughout the project lifecycle.

• Onboarding & Change Management: Develop and execute comprehensive onboarding plans for new technologies, processes, and systems. Lead change management initiatives to ensure smooth adoption and integration within impacted teams, including communication, training, and support.

• Cross-Functional Collaboration: Partner with teams across Marketing, Product, Credit, Risk, and Compliance to ensure alignment of business objectives and the successful implementation of transformation initiatives.

What you’ll need:

• Bachelor's degree in Business, Finance, or a related field.

• 5-7 years of proven experience in transformation project leadership and business process redesign within the home lending industry.

• Expertise in gathering, analyzing, and documenting comprehensive business requirements.

• Strong experience in designing and implementing optimized processes, workflows, and operational models.

• Proficiency in identifying, evaluating, and selecting third-party vendors and technology solutions.

• Excellent cross-functional collaboration skills, with the ability to partner effectively with diverse teams.

• Strong analytical skills with the ability to leverage data for insights (experience with data visualization tools and statistical analysis software is a plus, as is experience with SQL for data manipulation).

• Exceptional communication and interpersonal skills, capable of conveying complex information to both technical and non-technical stakeholders, including executive leadership.

Nice to have:

• Experience leading operations teams in Home Lending.

• Experience leading product teams or large scale technology deployments.

• Well versed on the relationships between a digital point of sale system, pricing engine, loan origination system, and customer relationship management systems in creating a sales ecosystem focused on sales effectiveness and efficiency.

Why you’ll love working here: Please do not add additional company information or copy into the job description in Greenhouse. This info will automatically post there*.** *

• Competitive salary packages and bonuses

• Comprehensive medical, dental, vision and life insurance benefits

• Generous vacation and holidays

• Paid parental leave for eligible employees

• 401(k) and education on retirement planning

• Tuition reimbursement on approved programs

• Monthly contribution up to $200 to help you pay off your student loans

• Great health & well-being benefits including: telehealth parental support, subsidized gym program

These benefits are only applicable to full time employees

So Fi 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 Rights

So Fi is committed to embracing diversity. As part of this commitment, So Fi 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.

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 So Fi page!
So Fi 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 Rights
So Fi is committed to an inclusive culture. As part of this commitment, So Fi 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.