Qureos Mentor

SoFi

SoFi is a financial services company that offers a range of products including banking, loans, investment options, credit cards, and mortgages. With over 12.6 million members, SoFi provides solutions for various financial needs such as education financing, home buying, and retirement planning. The company aims to help individuals achieve financial independence through personalized services and member benefits.

<div>
 <strong>
  Employee Applicant Privacy Notice
  <br/>
  <br/>
 </strong>
 <strong>
  Who we are:
  <br/>
  <br/>
 </strong>
 Shape a brighter financial future with us.
 <br/>
 <br/>
 Together with our members, we&rsquo;re changing the way people think about and interact with personal finance.
 <br/>
 <br/>
 We&rsquo;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&rsquo;re at the forefront. We&rsquo;re proud to come to work every day knowing that what we do has a direct impact on people&rsquo;s lives, with our core values guiding us every step of the way.
 <strong>
  Join us to invest in yourself, your career, and the financial world.
  <br/>
  <br/>
 </strong>
 <strong>
  The Role
  <br/>
  <br/>
 </strong>
 The Risk Data Science team is looking for a Data Scientist/Senior Data Scientist to develop advanced machine learning and statistical models, guide measurement, strategy, and data-driven decision making to support various credit risk and operational areas at SoFi. The Data Scientist will work closely with Credit, Risk, Product, Engineering, and Operations teams to design solutions for underwriting, portfolio management, loss mitigation, and loss forecasting etc. These tasks involve researching and applying state of the art modeling methodologies to solve complex business problems. This role is very rewarding as your work will have a direct and immediate impact on the business&rsquo; profitability.
 <br/>
 <br/>
 <strong>
  What You&rsquo;ll Do
  <br/>
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Develop, implement, and continuously improve machine learning and statistical models that support various credit, risk, and operational procedures including but not limited to underwriting, portfolio management, loss mitigation, and loss forecasting, etc.
  </li>
  <li>
   Present model performance and insights to Credit, Risk, and Business Unit leaders.
  </li>
  <li>
   Proactively identify opportunities to apply advanced modeling approaches to solve complex business problems.
  </li>
  <li>
   Explore and leverage in-house and external data sources to enhance model predictive power.
  </li>
  <li>
   Collaborate with the Model Risk Management team to demonstrate models are developed with high level rigor that satisfy Model Risk Management and Governance requirements.
  </li>
  <li>
   Perform ongoing monitoring of the models through the construction of dashboards and KPI tracking
  </li>
  <li>
   Collaborate with the Product and Engineering teams to improve the model development, deployment, monitoring, and model re-calibration/re-build process..
  </li>
  <li>
   Explore and apply in-house and open-source machine learning and statistical tools and algorithms to develop and improve models.
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  What You&rsquo;ll Need
  <br/>
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Master&rsquo;s degree in Statistics, Econometrics, Mathematics, Operations Research, Physics, Computer Science, Engineering, or quantitative field required. PhD degree preferred.
  </li>
  <li>
   2+ years of relevant work experience in building and implementing machine learning and statistical models.
  </li>
  <li>
   Excellent logic reasoning and communication abilities when interpreting business requirements and translating them into effective data solutions.
  </li>
  <li>
   Strong skills in writing efficient SQL queries and Python code to create complex attributes, especially with large datasets.
  </li>
  <li>
   Strong sensitivity to details in data and proactively investigate them to uncover unknown patterns.
  </li>
  <li>
   Strong knowledge of databases and related languages/tools such as SQL, NoSQL, Hive, etc.
  </li>
  <li>
   Demonstrated sophisticated experience in building efficient and reliable pipelines that interact with large datasets stored in SageMaker and Snowflake, automating recurring processes such as data extraction and processing, feature selection, model training, model monitoring, and generating documentation templates to support reproducibility and cross-functional collaboration.
  </li>
  <li>
   Excellent knowledge of machine learning and statistical modeling methods for supervised and unsupervised learning. These methods include (but are not limited to) regression, classification, clustering, outlier detection, novelty detection, decision trees, nearest neighbors, support vector machines, ensemble methods and boosting, neural networks, deep learning and its various applications. Continuously following the advancement of machine learning and artificial intelligence to update your knowledge and skills in order to solve business problems with the most efficient methodologies
  </li>
  <li>
   Strong programming skills in Python and machine learning libraries (e.g., sklearn, lightgbm, xgboost, pytorch, tensorflow, keras, etc.)
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Nice To Have
  <br/>
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Experience in a lending organization.
  </li>
  <li>
   Experience with model documentation and delivering effective verbal and written communication.
  </li>
  <li>
   Experience in working closely with Product, Engineering, and Model Risk Management teams.
  </li>
  <li>
   Experience with AWS or GCP.
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Compensation And Benefits
  <br/>
  <br/>
 </strong>
 The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate&rsquo;s experience, skills, and location.
 <br/>
 <br/>
 To view all of our comprehensive and competitive benefits, visit our
 <strong>
  Benefits at SoFi
 </strong>
 page!
 <br/>
 <br/>
 SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
 <br/>
 <br/>
 The Company hires the best qualified candidate for the job, without regard to protected characteristics.
 <br/>
 <br/>
 Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
 <br/>
 <br/>
 New York applicants: Notice of Employee Rights
 <br/>
 <br/>
 SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.
 <br/>
 <br/>
 Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
 <br/>
 <br/>
 <strong>
  Internal Employees
  <br/>
  <br/>
 </strong>
 If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.
</div>


Data Scientist

<div><div><p><b>Employee Applicant Privacy Notice</b></p>
<p><b>
Who we are:</b></p>
<div>
<p>Shape a brighter financial future with us.</p>
<p>
Together with our members, we're changing the way people think about and interact with personal finance.</p>
<p>
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. <b>Join us to invest in yourself, your career, and the financial world.</b></p>
</div></div><p><b>
The role</b></p>
<p>
We are searching for a passionate Staff Fraud Risk Analyst who is highly self-motivated, analytical, with a decent understanding of debit card fraud transactions and account takeover fraud strategies. This role will work on fraud strategies at banking transactional stages during customer journey, implement effective fraud strategies to help our platform to realize a safer, more transparent and secure environment. This role will work collaboratively with various stakeholders to ensure strategy performances while maintaining a smooth customer experience.</p>
<p>
By joining SoFi, you'll become part of a forward-thinking company that is transforming financial services for the better. We offer the excitement of a rapidly growing startup with the stability of an industry leading leadership team.</p>
<p><b>
What you'll do:</b></p>
<p>
The fraud prevention analyst will help SoFi develop better data driven fraud decisioning by:</p>
<ul>
<li>Architect and scale robust table structures and analytics using expert-level SQL and Python to serve as the foundation for global risk detection and real-time reporting.</li>
<li>Design sophisticated fraud decisioning strategies by synthesizing login, entity, and tokenization signals to neutralize complex threats like Account Takeover (ATO) and high-risk transactions.</li>
<li>Lead cross-functional initiatives by translating intricate technical risks into high-level business logic, socialize proposals with stakeholders to align on the optimal balance between security and user friction.</li>
<li>Optimize detection precision through rigorous statistical analysis, specifically leveraging False Positive Rate (FPR) modeling to protect the &quot;Golden Path&quot; of the customer experience.</li>
<li>Execute end-to-end risk-decisioning procedures for debit card transactions and authentication frameworks (MFA/3DS), ensuring defense mechanisms are both proactive and scalable.</li>
</ul>
<p><b>What you'll need:</b></p>
<ul>
<li>BA/BS in Statistics, Information Systems, Mathematics, Data Science, or related fields, or equivalent work experience</li>
<li><b>Expertise in Fraud:</b> 5+ years of work experience in Fraud Analytics. Experience managing risk-decisioning strategies and mitigating losses in debit card fraud transaction flows (ATO, 3DS, CNP, Tokenization) and understanding of sophisticated authentication frameworks, plus with exposure on authentication flows including MFA/IDV</li>
<li><b>Balance Friction and Growth:</b> Deep mastery of the trade-off between fraud mitigation and UX, ensuring security strategies protect the business without compromising key conversion and retention metrics.</li>
<li><b>Architect Scalable Data Systems: </b>Expert-level SQL/Python skills used to build automated, high-volume data architectures and statistical models that serve as the foundation for global risk detection.</li>
<li><b>Drive Strategic Influence: </b>A proactive leader who uses cross-functional persuasion to align stakeholders and own the end-to-end execution of complex initiatives in fluid environments.</li>
</ul><div><div><b>Compensation and Benefits</b></div>
<div>The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location.</div>
<div></div>
<div>To view all of our comprehensive and competitive benefits, visit our <b>Benefits at SoFi</b><b> </b>page!</div>
<h5 class="jobSectionHeader">SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.</h5>
<h5 class="jobSectionHeader">The Company hires the best qualified candidate for the job, without regard to protected characteristics.</h5>
<h5 class="jobSectionHeader">Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.</h5>
<h5 class="jobSectionHeader">New York applicants: Notice of Employee Rights</h5>
<h5 class="jobSectionHeader">SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email <b>accommodations@sofi.com.</b></h5>
<h5 class="jobSectionHeader">Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.</h5>
<div><b>Internal Employees</b></div>
<div>If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.</div></div></div>

Staff Fraud Analyst

<div><div><p><b>Employee Applicant Privacy Notice</b></p>
<p><b>
Who we are:</b></p>
<div>
<p>Shape a brighter financial future with us.</p>
<p>
Together with our members, we're changing the way people think about and interact with personal finance.</p>
<p>
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. <b>Join us to invest in yourself, your career, and the financial world.</b></p>
</div></div><div><b>
The Role</b><br>
As a Staff Credit Policy Analyst for Home Loans will lead the design, governance, and continuous evolution of SoFi's credit policy framework across Conforming, Government (FHA/VA/USDA), Closed-End Seconds (CES), and Portfolio products.<br>
This leader will own the strategic direction and operational oversight of credit policy development, ensuring all underwriting criteria are risk-aligned, investor-compliant, and digitally executable. You will serve as a key partner to Risk, Capital Markets, Product, and Operations&mdash;driving clarity, consistency, and scalability across all credit decisioning processes.<br>
In this role, you will provide strategic oversight of policy research, system automation, and audit readiness while fostering innovation in digital underwriting and credit enablement.<b>What You'll Do</b><br>
<b>Credit Policy Leadership &amp; Strategy</b></div>
<ul><li>Lead the end-to-end lifecycle of SoFi's home lending credit policies, ensuring they align with enterprise risk appetite, investor standards, and business objectives.</li>
<li>Define and manage the credit policy governance framework, including approval processes, documentation standards, and version control practices.</li>
<li>Partner with senior leadership to identify emerging credit risk trends and recommend proactive policy adjustments.</li>
<li>Oversee the roadmap for credit automation and decisioning logic to enable efficient, consistent underwriting outcomes.</li>
</ul><div><b>Cross-Functional Collaboration &amp; Influence</b></div>
<ul><li>Serve as the primary liaison between Credit Risk, Capital Markets, Product, and Operations to align on policy design, implementation, and investor acceptance.</li>
<li>Represent Credit Policy in governance committees, product development discussions, and cross-functional steering groups.</li>
<li>Provide executive-level insights on credit trends, investor changes, and policy performance metrics.</li>
</ul><div><b>Operational Excellence &amp; System Enablement</b></div>
<ul><li>Direct the translation of credit policy into executable business rules within systems such as Encompass LOS and credit decisioning engines.</li>
<li>Oversee UAT, policy-driven releases, and control validation to ensure digital accuracy and audit compliance.</li>
<li>Ensure policy language and logic are harmonized across internal guides, overlays, and automated systems.</li>
</ul><div><b>Governance, Risk &amp; Compliance</b></div>
<ul><li>Establish and maintain strong governance around policy management, including audit trails, documentation, and version tracking.</li>
<li>Oversee investor guideline vetting, agency updates, and compliance acceptability reviews.</li>
<li>Partner with Internal Audit and Enterprise Risk to ensure controls are effective and deficiencies are remediated promptly.</li>
<li>Lead responses to external reviews, investor inquiries, and audit examinations related to credit policy.</li>
</ul><div><b>Team Development &amp; Mentorship</b></div>
<ul><li>Provide mentorship and direction to policy analysts and cross-functional partners supporting policy execution.</li>
<li>Foster a culture of curiosity, accountability, and precision within the credit policy function.</li>
<li>Build scalable processes and tools to improve policy delivery speed and accuracy.</li>
</ul><div><b>What You'll Need</b></div>
<ul><li>Bachelor's degree or equivalent experience</li>
<li>8+ years of residential mortgage experience, including deep expertise in underwriting, credit policy, or credit risk management</li>
<li>Proven experience leading or influencing credit policy frameworks across multiple mortgage product lines (Conventional, FHA, VA, USDA, Home Equity, Non-Agency, Non-QM)</li>
<li>Demonstrated success in translating complex investor requirements into automated decision logic and operational guidelines</li>
<li>Strong understanding of credit risk management principles, income and asset analysis, and regulatory compliance</li>
<li>Experience working with Encompass LOS and credit decisioning systems</li>
<li>Excellent communication and presentation skills with the ability to engage senior stakeholders and external investors</li>
<li>Exceptional organizational, documentation, and leadership abilities</li>
</ul><div><b>Preferred Qualifications</b></div>
<ul><li>Experience leading policy modernization or digital transformation initiatives in mortgage credit</li>
<li>Familiarity with model governance, risk control frameworks, and policy automation technologies</li>
<li>Strong analytical and data fluency using Excel, Tableau, or similar tools</li>
<li>Demonstrated ability to influence executive decision-making through data-driven recommendations</li>
</ul><div><div><b>Compensation and Benefits</b></div>
<div>The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location.</div>
<div></div>
<div>To view all of our comprehensive and competitive benefits, visit our <b>Benefits at SoFi</b><b> </b>page!</div>
<h5 class="jobSectionHeader">SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.</h5>
<h5 class="jobSectionHeader">The Company hires the best qualified candidate for the job, without regard to protected characteristics.</h5>
<h5 class="jobSectionHeader">Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.</h5>
<h5 class="jobSectionHeader">New York applicants: Notice of Employee Rights</h5>
<h5 class="jobSectionHeader">SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email <b>accommodations@sofi.com.</b></h5>
<h5 class="jobSectionHeader">Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.</h5>
<div><b>Internal Employees</b></div>
<div>If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.</div></div></div>

Staff Credit Policy Analyst

<div><div><p><b>Employee Applicant Privacy Notice</b></p>
<p><b>
Who we are:</b></p>
<div>
<p>Shape a brighter financial future with us.</p>
<p>
Together with our members, we're changing the way people think about and interact with personal finance.</p>
<p>
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. <b>Join us to invest in yourself, your career, and the financial world.</b></p>
</div></div><p><b>
The Role</b></p>
<p>
Join us in revolutionizing the lending landscape. SoFi is seeking enthusiastic Senior Software Engineers who are ready to lead the development of key advancement to the next generation of our financial services platform.</p>
<p>
Data Foundations leads the path on building the central platform-level foundation and infrastructure that powers SoFi's entire data ecosystem. Their scope spans Infrastructure &amp; Core Primitives and Platform Operations &mdash; essentially the backbone that enables all data capabilities across the organization. Key qualifications of this role include:</p>
<ul>
<li>Leading the technical evolution of one or more key platform subsystems.</li>
<li>Resolving problems in the platform design and implementation that weren't clearly anticipated, taking requirements with ambiguity and proposing durable technical solutions.</li>
<li>Expertly leverage existing solution patterns and understand when to differentiate resulting in well-structured, maintainable code.</li>
<li>Ability to understand data models, APIs, scaling concerns, and failure modes in order to make effective trade-offs between maintainability and performance.</li>
<li>Creating stability by writing meaningful tests, considering observability, and leveraging your ability to debug complex issues across multiple system layers.</li>
<li>The ability to create clear design and operational documentation.</li>
<li>Contributes to code reviews, is a role model for more junior engineers, and contributes to team efficiency, beyond personal output.</li>
</ul>
<p><b>What You'll Do</b></p>
<p>
As an emerging leader within our team, you will focus on building out the backend services for our next-generation Lending Platform. This role involves full product lifecycle engagement, from initial concept to deployment. Key responsibilities include implementing new capabilities, ensuring code quality, and delivering highly-available, scalable services. Success requires close technical collaboration with Product, Marketing, Operations, Business, Legal, and Compliance teams. You will be responsible for translating business requirements from these stakeholders into effective technical solutions that provide outstanding value to our members.</p>
<p><b>
What You'll Need</b></p>
<ul>
<li>Bachelor's or Master's degree in Computer Science, or Software Engineering</li>
<li>3+ years as a professional, full-time Software Engineer, or similar relevant work experience.</li>
<li>Proficient coding in Java, Kotlin, or other similar object-oriented programming language.</li>
<li>Proficient working with GIT and related CI/CD systems.</li>
<li>Experience with public cloud compute, storage, and infrastructure.</li>
<li>Experience with any data warehousing solution like Snowflake and IAC tools to provision platform infrastructure.</li>
<li>Experience with Kafka, Docker, Kubernetes, and Spring Boot or similar frameworks.</li>
<li>Deep understanding of relational and document database fundamentals.</li>
<li>Deep understanding of fundamental distributed systems concepts.</li>
</ul>
<p><b>Nice To Have</b></p>
<ul>
<li>Full-Stack experience in both back-end (Kafka, Redis, Docker) and front-end (JavaScript, TypeScript, React).</li>
<li>Experience with microservices design principles and architecture.</li>
<li>Experience with workflow orchestration technology (AWS step function, Airflow, Temporal).</li>
</ul>
<p>We're driven to push boundaries and deliver exceptional products to help our members achieve financial stability. If you have the passion and a commitment to customer success, we want to hear from you.</p><div><div><b>
Compensation and Benefits</b></div>
<div>The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location.</div>
<div></div>
<div>To view all of our comprehensive and competitive benefits, visit our <b>Benefits at SoFi</b><b> </b>page!</div>
<h5 class="jobSectionHeader">SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.</h5>
<h5 class="jobSectionHeader">The Company hires the best qualified candidate for the job, without regard to protected characteristics.</h5>
<h5 class="jobSectionHeader">Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.</h5>
<h5 class="jobSectionHeader">New York applicants: Notice of Employee Rights</h5>
<h5 class="jobSectionHeader">SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email <b>accommodations@sofi.com.</b></h5>
<h5 class="jobSectionHeader">Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.</h5>
<div><b>Internal Employees</b></div>
<div>If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.</div></div></div>

Sr Software Engineer, Data Foundations

<div><div><p><b>Employee Applicant Privacy Notice</b></p>
<p><b>
Who we are:</b></p>
<div>
<p>Shape a brighter financial future with us.</p>
<p>
Together with our members, we're changing the way people think about and interact with personal finance.</p>
<p>
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. <b>Join us to invest in yourself, your career, and the financial world.</b></p>
</div></div><p><b>
The role:</b></p>
<p>
SoFi Mortgage is seeking a proactive and detail-oriented Production Assistant to provide essential support to our loan officers in managing the loan origination process. The Production Assistant will play a critical role in gathering borrower information, preparing loan files, and ensuring a seamless experience for clients. The successful candidate will have strong organizational skills, effective communication abilities, and a passion for customer service.</p>
<p><b>
What you'll do:</b></p>
<p><b>
The Production Assistant pulls and analyzes customer credit, reviews income, asset documents and understands how to structure a loan</b><b>This position also involves running DU, stacking and submitting files, requesting and clearing underwriting conditions, as well as communicating with borrowers and realtors</b><b>Primary contact between clients and Loan Originators</b><b>Taking application information over the phone and scheduling appointments</b><b>Track all requested documents in Encompass and/or Salesforce</b><b>Review received documentation within 24 hours for discrepancies, omissions, asset and income verification and Encompass updates based on verified information</b><b>Work with Mortgage Loan Originators to resolve any problems with files and documents</b><b>Comply with Company policy and procedures to ensure all files are complete</b><b>Attend team meetings</b><b>Comply with applicable state and federal compliance guidelines</b></p>
<p><b>
What you'll need:</b></p>
<ul>
<li>Two years of professional office experience</li>
<li>One year of mortgage or banking industry experience</li>
<li>NMLS License Required under the terms of the S.A.F.E. Act of 2008 (&quot;SAFE Act&quot;)</li>
<li>General knowledge of FNMA, FHLMC, FHA and VA guidelines</li>
<li>Prior Encompass LOS system experience or other mortgage processing software</li>
<li>Proficient in Google docs</li>
<li>Excellent organizational skills and attention to detail</li>
<li>Ability to manage multiple tasks/projects and deadlines simultaneously</li>
<li>Excellent communication skills</li>
</ul>
<p><b>Nice to have:</b></p>
<ul>
<li>Working knowledge of Encompass, Blend and/or SalesForce.</li>
<li>1+ years of origination experience</li>
<li>National and any state level NMLS licensing in the past 12 months
</li></ul><div><div><b>Compensation and Benefits</b></div>
<div>The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location.</div>
<div></div>
<div>To view all of our comprehensive and competitive benefits, visit our <b>Benefits at SoFi</b><b> </b>page!</div>
<h5 class="jobSectionHeader">SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.</h5>
<h5 class="jobSectionHeader">The Company hires the best qualified candidate for the job, without regard to protected characteristics.</h5>
<h5 class="jobSectionHeader">Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.</h5>
<h5 class="jobSectionHeader">New York applicants: Notice of Employee Rights</h5>
<h5 class="jobSectionHeader">SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email <b>accommodations@sofi.com.</b></h5>
<h5 class="jobSectionHeader">Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.</h5>
<div><b>Internal Employees</b></div>
<div>If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.</div></div></div>

Production Assistant

<div><div><p><b>Employee Applicant Privacy Notice</b></p>
<p><b>
Who we are:</b></p>
<div>
<p>Shape a brighter financial future with us.</p>
<p>
Together with our members, we're changing the way people think about and interact with personal finance.</p>
<p>
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. <b>Join us to invest in yourself, your career, and the financial world.</b></p></div></div><h2 class="jobSectionHeader"><b><br>
</b></h2>
<h2 class="jobSectionHeader"><b>Role Summary</b></h2>
<p>
The Associate Manager, Workplace Experience is responsible for leading and developing a regional high-performing workplace West team while ensuring operational excellence, compliance, and consistency across offices. This is a fully in-office role (five days per week).</p>
<p>
This role serves as both a strategic partner and hands-on leader &mdash; overseeing budgets, safety and compliance standards, team performance, and cross-functional alignment. The Associate Manager is accountable for elevating the employee experience at scale across regional offices while developing talent and driving operational rigor.</p>
<h2 class="jobSectionHeader"><b>
Key Responsibilities</b></h2>
<h3 class="jobSectionHeader"><b>Team Leadership &amp; Talent Management</b></h3>
<ul><li>Conduct weekly 1:1s with direct reports to provide coaching, accountability, and support.</li>
<li>Provide day-to-day oversight of team performance, including problem-solving support.</li>
<li>Drive team development through structured growth planning and upskilling initiatives.</li>
<li>Own performance management processes including reviews, recognition, feedback cycles, and bonus planning.</li>
<li>Lead hiring processes for the team, including interviewing, selection, and in-person onboarding (with travel as needed).</li>
<li>Step in to provide onsite coverage when team members are out of the office, ensuring business continuity.</li>
</ul><h3 class="jobSectionHeader"><b>Budget &amp; Financial Oversight</b></h3>
<ul><li>Conduct monthly budget audits (actuals vs. forecast) to ensure financial discipline.</li>
<li>Serve as primary owner of quarterly budget re-forecasting in partnership with leadership.</li>
<li>Approve payroll weekly and expense reports monthly.</li>
<li>Ensure responsible spending practices and financial transparency across offices.</li>
</ul><h3 class="jobSectionHeader"><b>Safety, Compliance &amp; Risk Management</b></h3>
<ul><li>Serve as Crisis Management point of contact for the People team.</li>
<li>Ensure compliance with Emergency Action Plans (EAP) across all offices, including annual updates and site-level accountability.</li>
<li>Act as the primary point of contact for licensing requirements and regulatory compliance.</li>
<li>Ensure office playbooks are reviewed and formally audited annually and updated during major changes (expansions, relocations, etc.).</li>
</ul><h3 class="jobSectionHeader"><b>Operational Excellence &amp; Cross-Functional Partnership</b></h3>
<ul><li>Act as liaison between Workplace Leads and key partners including Physical Security, EAs, Employee Experience, Finance, and Facilities.</li>
<li>Collaborate cross-functionally on changes to policies, processes, and operational standards, ensuring clear communication and execution across sites.</li>
<li>Maintain deep knowledge of each office's operations, challenges, and culture.</li>
<li>Identify and implement process improvements that increase efficiency and consistency across locations.</li>
</ul><h2 class="jobSectionHeader"><b>Leadership Expectations</b></h2>
<ul><li>Leads through influence, clarity, and operational discipline.</li>
<li>Thinks regionally and strategically &mdash; not just site-by-site.</li>
<li>Develops others while maintaining high performance standards.</li>
<li>Balances employee experience excellence with fiscal responsibility.</li>
<li>Communicates proactively and ensures alignment between leadership and frontline teams.</li>
<li>Demonstrates maturity, sound judgment, and strong decision-making in high-pressure situations.</li>
</ul><h2 class="jobSectionHeader"><b>Qualifications</b></h2>
<ul><li>5+ years of experience in workplace operations, office management, hospitality, or related field.</li>
<li>2+ years of direct people management experience.</li>
<li>Experience managing budgets and financial reporting.</li>
<li>Strong knowledge of operational and safety best practices.</li>
<li>Proven ability to coach and develop team members.</li>
<li>Excellent communication, organizational, and cross-functional partnership skills.</li>
<li>Ability to travel as needed to support multi-site operations.</li>
</ul><h2 class="jobSectionHeader"><b>What Success Looks Like</b></h2>
<ul><li>Offices operate consistently and compliantly across locations.</li>
<li>Budgets are managed accurately with minimal surprises.</li>
<li>The team demonstrates growth, engagement, and high performance.</li>
<li>Cross-functional partners view Workplace Experience as proactive and reliable.</li>
<li>Risks are identified early and managed effectively.</li>
</ul>
<p>Employees experience a well-run, safe, and welcoming workplace environment.</p><div><div><b>
Compensation and Benefits</b></div>
<div>The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location.</div>
<div></div>
<div>To view all of our comprehensive and competitive benefits, visit our <b>Benefits at SoFi</b><b> </b>page!</div>
<h5 class="jobSectionHeader">SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.</h5>
<h5 class="jobSectionHeader">The Company hires the best qualified candidate for the job, without regard to protected characteristics.</h5>
<h5 class="jobSectionHeader">Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.</h5>
<h5 class="jobSectionHeader">New York applicants: Notice of Employee Rights</h5>
<h5 class="jobSectionHeader">SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email <b>accommodations@sofi.com.</b></h5>
<h5 class="jobSectionHeader">Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.</h5>
<div><b>Internal Employees</b></div>
<div>If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.</div></div></div>

Associate Manager, Workplace Experience - West

<div>
 <strong>
  Employee Applicant Privacy Notice
  <br/>
  <br/>
 </strong>
 <strong>
  Who we are:
  <br/>
  <br/>
 </strong>
 Shape a brighter financial future with us.
 <br/>
 <br/>
 Together with our members, we&rsquo;re changing the way people think about and interact with personal finance.
 <br/>
 <br/>
 We&rsquo;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&rsquo;re at the forefront. We&rsquo;re proud to come to work every day knowing that what we do has a direct impact on people&rsquo;s lives, with our core values guiding us every step of the way.
 <strong>
  Join us to invest in yourself, your career, and the financial world.
  <br/>
  <br/>
 </strong>
 SoFi is seeking an Associate to join our Capital Markets team. In this role, you will be deeply involved in a broad range of business and capital markets functions, launching SoFi products, developing capital markets execution, and investor education. You will have the opportunity to collaborate closely with senior managers across the firm, gaining full visibility into SoFi&rsquo;s diverse business activities. Additionally, you will work alongside the Capital Markets team and engage with key external partners, such as institutional investors, rating agencies, and lenders, to drive strategic initiatives and ensure seamless execution of transactions.
 <br/>
 <br/>
 What you&rsquo;ll do:
 <br/>
 <br/>
 <br/>
 <ul>
  <li>
   Proactively work with lines of business, credit, operations, and finance teams to develop new SoFi Products. Analyze portfolio/collateral characteristics, economic analysis, and any other information to support capital markets execution.
  </li>
  <li>
   Lead diligence process to prepare investor education materials, marketing materials incorporating qualitative and quantitative analysis for various audiences and drive investor engagement. Research industry best practices and peer group analysis to drive product innovation and structuring collaborating with finance credit and accounting teams.
  </li>
  <li>
   Support content preparation, communication, and due diligence processes for external stakeholders such as investors, lenders, rating agencies, data systems providers, law firms, trustees, custodians, and accounting firms.
  </li>
  <li>
   Provide support to investor development and deal execution teams to ensure seamless progression from sourcing to capital markets execution.
  </li>
  <li>
   Collaborate with internal teams including credit, legal, engineering, product, treasury, accounting, servicing, and finance to provide strategic support and align on goals.
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  What you&rsquo;ll need:
  <br/>
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   2+ years of relevant experience desired
  </li>
  <li>
   BS/BA in business, finance, accounting, economics or similar technical field
  </li>
  <li>
   Excellent analytical skills attention to detail organization and project management skills
  </li>
  <li>
   Ability to thrive in fast-paced, ambiguous environments with a bias toward action
  </li>
  <li>
   Strong ownership and proactive problem-solving mindset
  </li>
  <li>
   Effective story telling and expertise in presentation skills (Microsoft Google Suites) leveraging AI tools
  </li>
  <li>
   Ability to manage multiple priorities and clear communication and cross-functional collaboration
  </li>
  <li>
   Intellectual curiosity and strong interest in fintech, products, and capital markets
  </li>
  <li>
   Strong verbal and written communication as well as technical and organizational skills
  </li>
  <li>
   Excellent work ethic and willingness to contribute broadly to achieve team and company objectives
  </li>
  <li>
   Previous experience with lending or consumer credit products a plus: mortgages, student loans, credit cards, personal loans, etc.
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Compensation And Benefits
  <br/>
  <br/>
 </strong>
 The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate&rsquo;s experience, skills, and location.
 <br/>
 <br/>
 To view all of our comprehensive and competitive benefits, visit our
 <strong>
  Benefits at SoFi
 </strong>
 page!
 <br/>
 <br/>
 SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
 <br/>
 <br/>
 The Company hires the best qualified candidate for the job, without regard to protected characteristics.
 <br/>
 <br/>
 Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
 <br/>
 <br/>
 New York applicants: Notice of Employee Rights
 <br/>
 <br/>
 SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.
 <br/>
 <br/>
 Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
 <br/>
 <br/>
 <strong>
  Internal Employees
  <br/>
  <br/>
 </strong>
 If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.
</div>


Capital Markets Associate

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