SoFi · 4 hours ago
Capital Markets Senior Manager, Loan Platform Business
Frisco, TX
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expSoFi is a next-generation financial services company and national bank using innovative technology to help members reach their financial goals. The Capital Markets Senior Manager will lead the expansion and optimization of the Loan Platform Business and Private Credit transactions, serving as a key connection point between institutional investors and internal partners.
CreditCredit CardsFinancial ServicesFinTechLendingWealth Management
Responsibilities
Cultivate high-level institutional partnerships with investors across the Loan Platform Business and Private Credit programs
Lead investor education and diligence processes, including preparation of marketing materials, performance updates, transaction summaries, and structural considerations
Lead complex negotiations and finalize deal structures that align with SoFi’s long-term capital strategy
Serve as a key point of contact for investor communications and coordinate timely responses across internal teams
Partner with the Transaction Execution team to plan and manage quarterly loan sale schedules, ensuring alignment between investor demand and available loan supply
Collaborate with Finance and Accounting teams to forecast sales activity, track performance against plan, and analyze key revenue drivers
Evaluate transaction economics to inform pricing, volume, and investor participation strategies
Maintain visibility into product structures, pricing frameworks, and yield impacts across the Loan Platform Business and Private Credit programs
Support design and launch of new program structures through modeling, scenario analysis, and go-to-market planning
Design and implement scalable frameworks to improve platform-wide efficiency and investor support
Provide guidance, mentorship and professional development to team members within Capital Markets
Qualification
Required
10+ years of relevant experience desired, predominantly in capital markets and structured finance
BS/BA in business, finance, accounting, economics or similar technical field
Excellent work ethic and willingness to contribute broadly to achieve team and company objectives
Strong verbal and written communication as well as technical and organizational skills - demonstrated experience presenting to internal and external stakeholders
Advanced capital markets modeling expertise, with a deep understanding of complex securitization structures
Strong business acumen with the ability to translate complex market trends into actionable strategies
Strong ability to read and interpret financial contracts and knowledge of core documents and industry standard/best practices in transactional terms
High level of proficiency with Microsoft Office and Google suites (particularly in Excel, PowerPoint, Sheets)
Preferred
Previous experience with lending or consumer credit products a plus: mortgages, student loans, credit cards, personal loans, etc
Previous experience with asset-backed securitization data sets a plus: Bloomberg, Intex, DV01, etc
Benefits
Comprehensive and competitive benefits
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
Business Wire
2026-01-07
2026-01-06
dcm.com
2025-12-31
Company data provided by crunchbase