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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:
We are seeking a strong Business Intelligence Analyst to join our team, focusing on strategic insights and analytics to support decision-making across our Home Lending Sales business unit. This role will involve leveraging data to optimize business performance, support sales growth and efficiency, enhance customer engagement, and contribute to the overall goals of the organization.
Key Responsibilities:
- Data Management & Analysis: Own the collection, analysis, and interpretation of production data to support decision-making within Home Lending Sales. Apply established analytics techniques to identify trends, performance gaps, and opportunities for improvement within defined problem areas.
- Performance Monitoring: Develop, maintain, and enhance key performance indicators (KPIs) to track the effectiveness of sales initiatives. Deliver recurring reports and dashboards that provide clear, actionable insights to leadership and business partners.
- Cross-Functional Collaboration:Partner with teams across Marketing, Incentive, Finance, Operations, Risk, and Compliance to support alignment of business objectives and execution of data-driven initiatives. Collaborate with stakeholders to clarify requirements, share insights, and support efficient implementation of solutions.
- Strategic Insights Development: Contribute to business strategy discussions by translating analyses into clear, actionable insights and recommendations. Support targeted business enhancement and growth initiatives.
- Revenue Optimization: Support top-line growth by analyzing key production trends, marketing approaches, and sales practices to identify and prioritize optimization opportunities.
- Risk Management Support: Partner with risk management teams to support analytics frameworks that identify and monitor operational risks. Conduct root-cause analysis on select issues and support process improvements to reduce business risk.
- Customer Experience Improvement: Analyze customer feedback and loan officer performance metrics to identify opportunities to improve customer satisfaction (e.g., NPS) while supporting cost efficiency in loan origination processes.
What you’ll need:
- Bachelor’s degree in Business, Finance, Analytics, or a related quantitative field; Master’s degree preferred.
- 2+ years of relevant experience applying data-driven analysis to inform decisions and support business processes, preferably within financial services.
- Experience in business intelligence, analytics, or a related role within a regulated or complex business environment.
- Direct Home Lending (Mortgage and Home Equity) sales strategy and analytics experience strongly preferred.
- Strong analytical skills with hands-on experience using data visualization tools (e.g., Tableau), database querying tools (SQL, Snowflake, SAS, Python), and statistical analysis techniques.
- Strong communication skills with the ability to clearly convey insights and recommendations to non-technical stakeholders.
- Experience supporting projects that require coordination across multiple teams, with guidance from leadership as needed.
Nice to have:
- Experience supporting or contributing to the launch of new products, capabilities, or service extensions.
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What We Do
SoFi wasn’t built to be a bank. Or a technology company. We were built for one mission: help people achieve financial independence so they can realize their ambitions.
Redefining an entire industry isn’t easy work—and it’s not for the faint of heart. It takes a certain kind of team. People with diverse perspectives and expertise, united by a common sense of purpose. People willing to challenge assumptions but always do the right thing. People proving that innovation and responsibility don’t have to compete, but can come together to create something truly unconventional in the world.
For the last eight years, we’ve been charting this new path forward. We call it The SoFi Way.
At SoFi, we don’t just talk about culture: we live it. The SoFi Way is how we show up every day, how we make decisions, and how we build for our members, clients, and each other.
Why Work With Us
Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation Fintech company using innovative, mobile-first technology to help our members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront.
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