SoFi · 10 hours ago
Home Loans Project Analyst
Frisco, TX
Full-time
Hybrid
Mid Level
3+ years expSoFi is a next-generation financial services company and national bank focused on transforming personal finance. The Home Loans Project Analyst will support the Borrow Project Management Office by collaborating with various teams to implement impactful projects and streamline processes for the Home Loans and Home Equity Sales Team.
CreditCredit CardsFinancial ServicesFinTechLendingWealth Management
Responsibilities
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
Qualification
Required
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
Preferred
PMP, CAPM, SAFe or SCM certification is preferred
Company
SoFi
SoFi is a finance company that offers a range of lending and wealth management services.
1001-5000 employees
H1B Sponsorship
SoFi has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (213)
2024 (117)
2023 (131)
2022 (118)
2021 (81)
2020 (42)
Funding
Current Stage
Public CompanyTotal Funding
$12.25BKey Investors
Fortress Investment GroupPGIMQatar Investment Authority
2025-12-04Post Ipo Equity· $1.5B
2025-07-29Post Ipo Equity· $1.5B
2025-04-17Post Ipo Debt· $3.2B
Leadership Team
Anthony Noto
CEO
Jeremy Rishel
Chief Technology Officer
Recent News
dcm.com
2025-12-31
The Motley Fool
2025-12-26
2025-12-24
Company data provided by crunchbase