Teams at SoFi

This role focuses on driving consumer growth and revenue for home loans through funnel optimization, outbound marketing strategies, and collaboration with sales teams, while analyzing performance metrics and reporting insights to leadership.

The Staff Credit Policy Analyst leads the development and governance of credit policies for home loans, ensuring compliance and operational efficiency while collaborating with leadership and cross-functional teams.

Provide phone, chat, and email support to SoFi members for Brokerage, Robo, and retirement accounts. Educate on margin, options, and equities; resolve operational and technical issues; assist with account openings, funding, monitoring, and investment-related inquiries; collaborate with product and management to improve processes.