About this role
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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.
The Role:
SoFi is looking for an experienced Project Analyst to join the Borrow Project Management Office (PMO). The Borrow PMO is responsible for equipping Borrow teams with efficient tools, technology, and processes to better serve our Members. This involves planning, coordinating, and implementing strategically impactful projects, including programs, policies, products, tools, and technology.
The successful candidate will collaborate directly with Project Managers, Business Owners, Vendors, Product, Engineering, Compliance, Sales, and Credit Risk. Key responsibilities involve supporting project managers in the implementation of small to mid-sized projects. This includes defining, developing, delivering, and deploying solutions that align with business drivers and meet stakeholder requirements.
This position will support the SoFi Home Loans and Home Equity Sales Team in addition to all strategic and critical business unit projects.
What You’ll Do:
Partner with Project Managers to support project execution, monitor timelines, and track key deliverables
Assist Project Manager with stakeholder communications, meeting scheduling, and preparation of materials
Maintain and update project plans, trackers, dashboards, and documentation across multiple workstreams
Support the creation of project artifacts including meeting notes, status reports, process flows, and decision logs
Document and organize requirements, process improvements, and procedure updates
Coordinate testing activities, support user acceptance testing (UAT), and track feedback
Review current and future processes to identify gaps and support process mapping, ensuring all project solutions are practical and aligned
Partner with the team to identify potential risks and issues early, and work together to develop and implement effective resolutions
Ensure consistency in project documentation and reporting standards
Support Project Manager with operational readiness activities, ensuring teams are prepared for go-lives and transitions
Identify and manage project dependencies, risk mitigation, critical path items, and follow appropriate methodologies
Maintain excellent communication with all levels of management, be responsive to customers, and provide appropriate training and cross training to other team members
What You’ll Need:
Mortgage Industry Experience; familiarity with loan origination, processing, underwriting, closing, servicing, and compliance processes
2+ years project analyst, business analyst, project management or operational management experience; preferably within mortgage
Familiarity with Salesforce, Encompass, Blend, Optimal Blue
Familiarity with servicing channels and agent tools including but not limited to CRM, Phone, IVR, Chat, and SMS
Familiarity with project management tools a plus (e.g., Smartsheet, JIRA, Confluence, etc.)
The ideal candidate is extremely organized, an excellent communicator, and a strategic thinker who can execute in a fast-paced environment
Able to navigate multiple unique business functions successfully
Must be able to effectively network and build partnerships in a fast-paced environment
Ability to react to change quickly and implement new processes & procedures
Ability to work independently with little or no supervision
Ability to write and communicate clearly to internal stakeholders and vendors
Proficient with financial reports, business intelligence tools, and workflow design
Capable of grasping and utilizing complex ideas and strategies
Professional demeanor and excellent work habits are essential
Minimum Bachelor’s Degree in Business Management, technology or a related field
3-5 years of hands-on experience within a financial services environment
PMP, CAPM, SAFe or SCM certification is preferred
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 SoFi page! SoFi 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 SoFi is committed to an inclusive culture. As part of this commitment, SoFi 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 [email protected]. 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.