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SoFi

Lends money and manages bank accounts online

Business Analyst Cardholder Services Platforms

Business AnalysisUpdated on Nov 12
Full-timeCottonwood Heights, UT, USA$80k - $150kIn-person

About the Job

Requirements

  • A bachelor's degree in Business, Information Systems, Computer Science, Operations, or a related field is required; equivalent experience may be considered.
  • Experience working as a Business Analyst, Systems Analyst, Operations Analyst, Product Analyst, or in a similar role is required.
  • Experience gathering requirements and translating business needs into user stories, process documentation, or functional requirements is required.
  • Experience coordinating user acceptance testing and managing defects through resolution is required.
  • Strong analytical, problem-solving, and root cause analysis skills are required.
  • Excellent written and verbal communication skills are required.
  • Ability to manage multiple priorities and work effectively across business and technical teams is required.
  • Strong attention to detail and ability to work independently are required.
  • Experience with ticketing, project management, reporting, or workflow tools is required.

Responsibilities

  • Support the Disputes Central and Fraud Central platforms, including production issue resolution, root cause analysis, ticket management, escalation, remediation, and agent coaching.
  • Lead user acceptance testing and testing for new client onboarding, configuration changes, product enhancements, mandates, patches, and platform releases.
  • Gather business and operational requirements, perform gap and process analysis, write user stories, and submit enhancement requests.
  • Support client onboarding, platform configuration, credentials, intake forms, rollout tracking, and related implementation activities.
  • Manage user provisioning, access audits, release communications, user guides, training, and stakeholder demonstrations.
  • Develop and maintain reporting using Snowflake, Quavo BI, Pega Insight, and G-Analytics.
  • Support EPD initiatives, including APIs, data pipelines, data ingestion requirements, reporting, and other technical delivery needs.
  • Act as a liaison between Operations, Product, Engineering, clients, and technology partners.
  • Provide backup support for Disputes Central onboarding activities, including configuration tickets, Salesforce updates, client intake forms, credentials, URLs, and rollout tracking.
  • Provide backup support for miscellaneous Fraud Central responsibilities and other activities as assigned.
  • Identify recurring issues, operational risks, and process improvement opportunities.
  • Prioritize enhancements and work requests based on business need, client impact, operational risk, and expected value.
  • Maintain accurate documentation, testing evidence, user guides, and operational procedures.

Desired Qualifications

  • Experience in financial services, payments, banking, debit cards, fraud, disputes, or cardholder servicing.
  • Experience with Quavo, Pega, Snowflake, Salesforce, SmartSheets, Quavo BI, G-Analytics, or similar platforms.
  • Experience supporting client implementations or onboarding activities.
  • Familiarity with APIs, data pipelines, data ingestion, and reporting design.
  • Experience working in an Agile environment.
  • Experience creating process flows, data mappings, test scripts, and acceptance criteria.

About the Company

SoFi

Lends money and manages bank accounts online

SoFi provides digital financial services for consumers and banking technology for businesses. The SoFi app brings together checking and savings accounts, personal and student loans, mortgages, credit cards, and investment accounts, with banking services provided by its subsidiary SoFi Bank. Its technology business, built through Galileo and Technisys and marketed as SoFi Tech Solutions, supplies payment processing and banking software to other institutions. The group earns net interest income from lending and deposits, plus fees from loan services, financial products, and technology contracts. SoFi was founded in 2011 and is headquartered in San Francisco, California.

Company size
5,001-10,000
Company stage
IPO
Headquarters
San Francisco, CA
Founded
2011

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