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Who we are:
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Together with our members, we’re changing the way people think about and interact with personal finance.
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. Join us to invest in yourself, your career, and the financial world.
The role:
SoFi is hiring a Project Analyst to join our Operations Project Management Office (PMO), supporting the Mortgage Operations Business Unit (Home Loans and Home Equity). The Operations PMO is responsible for driving the strategic roadmap for Operations and leading the planning, coordination, and execution of operational-impacting initiatives—including programs, policies, tools, technologies, and processes—ensuring our Member Engagement teams have what they need to deliver exceptional service.
In this role, the Project Analyst will work alongside Project Managers and key stakeholders across Operations, Product, Engineering, and external vendors to support the successful execution of projects. This individual will act as a key support resource to assist in planning, tracking, reporting, testing, and documenting project activities. The ideal candidate will be highly organized and detail-oriented, with a strong interest in process improvement, operational strategy, documentation, and project management.
What you’ll do:
- Partner with Project Managers to support project execution, monitor timelines, and track key deliverables
- Maintain and update project plans, trackers, dashboards, and documentation across multiple workstreams
- Support the creation of project artifacts including meeting notes, status reports, process flows, and decision logs
- Assist with stakeholder communications, meeting scheduling, and preparation of materials
- Document and organize requirements, process improvements, and procedure updates
- Coordinate testing activities, support user acceptance testing (UAT), and track feedback
- Review current and future processes to identify gaps and support process mapping, ensuring all project solutions are practical and aligned
- Partner with the team to identify potential risks and issues early, and work together to develop and implement effective resolutions
- Ensure consistency in project documentation and reporting standards
- Support operational readiness activities, ensuring teams are prepared for go-lives and transitions
What you’ll need:
- Mortgage Industry Experience; familiarity with loan origination, processing, underwriting, closing, servicing, and compliance processes
- Experience with Mortgage systems (Encompass, Blend or other LOS systems)
- Exceptional organizational skills and strong attention to detail
- Excellent written and verbal communication skills, with the ability to collaborate across teams
- Experience with project management tools (e.g., Smartsheet, JIRA, Confluence, etc.)
- Experience mapping workflows, identifying inefficiencies and supporting technical enhancements
- Experience writing business requirements and status updates
- Ability to handle multiple tasks and projects in a fast-paced environment
- A proactive, resourceful, and problem-solving mindset
- Bachelor’s Degree or equivalent work experience preferred
- 1–3 years of experience in a project coordinator, project analyst, business analyst, or operations support role
- Interest in pursuing a PMP, CAPM, or other project-related certifications is encouraged
Top Skills
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