SoFi · 12 hours ago
Business Intelligence Analyst
Frisco, TX
Full-time
Onsite
Entry, Mid Level
$77K/yr - $144K/yr
2+ years expSoFi is a next-generation financial services company and national bank focused on transforming personal finance. They are seeking a Business Intelligence Analyst to leverage data for optimizing business performance, supporting sales growth, and enhancing customer engagement within their Home Lending Sales business unit.
CreditCredit CardsFinancial ServicesFinTechLendingWealth Management
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
Qualification
Required
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
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
Preferred
Direct Home Lending (Mortgage and Home Equity) sales strategy and analytics experience strongly preferred
Experience supporting or contributing to the launch of new products, capabilities, or service extensions
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