SoFi · 3 hours ago
Staff Business Intelligence Analyst, Home Loans Strategy & Analytics
Frisco, TX
Full-time
Onsite
Lead/Staff
8+ years expSoFi is a next-generation financial services company and national bank that is transforming personal finance. The role involves leveraging data and analytics to drive strategic insights and optimize business performance in the Home Lending Sales business unit.
CreditCredit CardsFinancial ServicesFinTechLendingWealth Management
Responsibilities
Lead the collection, analysis, and interpretation of sales and operational data to inform strategic decisions
Utilize advanced analytics techniques to identify trends and opportunities for growth
Develop and maintain key performance indicators (KPIs) to track the success of sales initiatives
Provide regular reports and dashboards to senior management on performance metrics and insights
Partner with teams across Marketing, Incentive, Finance, Operations, Risk, and Compliance to ensure alignment of business objectives and the implementation of data-driven strategies
Facilitate communication between departments to enhance workflow and efficiency
Contribute to the development of business strategies by providing actionable insights from data analyses
Drive critical business pivots to align with banking objectives focused on customer deepening and cross-sell opportunities
Drive top-line growth through optimization of pricing strategies, marketing approaches, and sales practices
Forecast capacity and hiring to ensure profitability during high growth phase and optimize expenses during seasonality and business cycles
Collaborate with risk management teams to develop analytics frameworks that address and mitigate operational risks
Focus on root-cause analysis to streamline processes and reduce risk issue closure times
Analyze customer feedback and loan officer performance metrics to drive improvements in customer satisfaction (NPS) while optimizing cost efficiencies in loan origination processes
Qualification
Required
Bachelor's degree in Business, Finance, Analytics, or a related field; Master's degree preferred
8+ years of relevant experience leveraging data-driven analysis to influence key decisions and drive business processes, preferably in a financial services industry
Proven experience in business intelligence, analytics, or a related field, preferably in a financial services environment
Strong analytical skills with proficiency in data visualization tools (i.e. Tableau), database querying tools (SQL, Snowflake, SAS, Python), and statistical analysis software
Excellent communication skills, with the ability to convey complex data insights to non-technical stakeholders
Experience in project management and cross-functional team leadership
Preferred
Direct Home Lending (Mortgage and Home Equity) Sales strategy & analytics experience strongly preferred
Experience building new processes from the 'ground up.'
Management and/or training experience of Junior Business Analysts
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
2026-01-22
2026-01-20
The Motley Fool
2026-01-17
Company data provided by crunchbase