Full-Time

Home Loans Senior Data Analyst

Confirmed live in the last 24 hours

SoFi

SoFi

1,001-5,000 employees

Offers diverse personal finance solutions

Fintech
Financial Services

Senior

Remote in USA

Category
Data Analysis
Data & Analytics
Required Skills
SQL
Tableau
JIRA
Confluence
Data Analysis
Requirements
  • Bachelor’s degree with a minimum of 8 years of experience in technical project management, particularly managing a diverse portfolio of complex technical projects.
  • Residential Mortgage experience in either operations, underwriting, or capital markets.
  • Thorough understanding and strong working knowledge of credit, underwriting, credit policy, financial statement analysis and property evaluation.
  • Be a self-starter with expertise in guiding project success within a dynamic and technically demanding environment, utilizing tools such as SQL, Tableau, Airtable, JIRA, Confluence, and various project planning software applications.
  • Exceptional communication and interpersonal skills, essential for effective collaboration across multidisciplinary technical teams and stakeholders. Proficiency in leveraging technical communication platforms and tools is crucial.
  • Proven track record of technical project delivery, ensuring projects are executed on time, within budget, and meet stringent technical standards.
  • Outstanding organizational and multitasking abilities, especially in a dynamic, fast-paced, and technically driven environment. Proficiency in using project planning software to manage complex project timelines and resources.
  • Proactive problem-solving skills with a results-oriented mindset, especially in addressing complex technical challenges.
Responsibilities
  • Facilitate high-level technical communication across projects and stakeholders including underwriting, operations, compliance and capital markets, guaranteeing flawless technical execution and information flow.
  • Monitor production and create reporting on the concentration limits of the portfolio including items such as credit score, LTV, DTI, lien position, documentation type, market, and property type.
  • Order, track and report refreshed values across the portfolio.
  • Monitor the portfolio for increasing risks such delinquencies, losses, and geographic areas with declining markets.
  • Complete Gap Analysis on Residential Mortgage Guidelines to different investors and product types.
  • Review and analyze loan deficiencies and exception requests to determine appropriate courses-of-action.
  • Lead the orchestration and management of a range of technical projects, ensuring close collaboration with product managers and diverse teams across technical domains.
  • Work intimately with technical project managers and product managers to drive the successful, on-time, and within-budget delivery of technical initiatives.
  • Play a key role in the development and implementation of organizational strategies, with a special emphasis on technical and innovative aspects.
  • Conduct thorough technical portfolio reviews, assessing technical performance, identifying technical risks, and formulating strategies to mitigate them.

SoFi provides a variety of financial services aimed at helping individuals manage their money effectively. Their offerings include home loans, personal loans, student loan refinancing, credit cards, and investment options. SoFi's platform is designed to be user-friendly and mobile-first, allowing members to easily access and utilize these services. The company differentiates itself from competitors by offering a comprehensive suite of financial products under one roof, along with educational resources to assist users in making informed financial decisions. SoFi's goal is to create a seamless experience for its members, encouraging them to engage with multiple services while fostering an inclusive environment.

Company Stage

IPO

Total Funding

$6.2B

Headquarters

San Francisco, California

Founded

2011

Growth & Insights
Headcount

6 month growth

6%

1 year growth

13%

2 year growth

20%
Simplify Jobs

Simplify's Take

What believers are saying

  • SoFi's strategic partnerships and securitization deals, such as the $350M loan securitization with PGIM, bolster its lending capabilities and financial stability.
  • The company's innovative approach to financial wellness, including the integration of spending, saving, and lending products, offers employees a dynamic and forward-thinking work environment.
  • SoFi's commitment to inclusivity and a welcoming environment fosters a positive workplace culture, enhancing employee satisfaction and retention.

What critics are saying

  • Regulatory challenges, such as the recent $1.1M fine for failing to verify customer accounts, could impact SoFi's reputation and operational costs.
  • The competitive fintech landscape requires continuous innovation to maintain market share, posing a risk if SoFi fails to keep pace with industry advancements.

What makes SoFi unique

  • SoFi's mobile-first approach and comprehensive suite of financial services create a seamless, integrated experience that sets it apart from traditional financial institutions.
  • The company's focus on member-centric services, including discounted financial planning and educational resources, enhances customer loyalty and engagement.
  • SoFi's recent expansion into alternative investments through partnerships like Templum provides unique investment opportunities for retail investors, distinguishing it from other fintech platforms.

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Benefits

You’re taken care of. SoFi employees receive comprehensive health, vision, dental, life insurance, and disability benefits—as well as flexible time off, fitness, fertility, and family planning options.

Realize your ambitions. We want to help our employees achieve financial freedom, just like our members. That’s why we contribute $200 per month toward your student loans to help pay down your debt—plus free financial classes.

Never stop learning. We offer frequent training, mentorship opportunities, and leadership programs to develop our people. We also cover tuition costs for approved programs, up to $5,250 per year.