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Who we are:
Shape a brighter financial future with us.
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
The Quality Assurance Analyst works cross-functionally with business units across Operations to help ensure adherence to policies, procedures and compliance expectations. The QA
Analyst serves as a Subject Matter Expert and proactively supports their assigned business units with data analytics, recommendations and proposed action plans to maintain
performance.
What you’ll do:
● Oversee quality assurance testing, including organizing and delivering monthly analysis data to senior leadership across various business units
● Support and maintain quality assurance evaluation forms, documents, and Standard Operating Procedures
● Analyze and understand root causes of poor member experience and partner across the organization to drive change
● Proactively identify risks and opportunities within each business unit, addressing and/or escalating issues to stakeholders and business unit leaders
● Understand and interpret processes within each SoFi product to recommend appropriate control points to ensure safety and soundness of functionality
● Develop and implement strategy for evaluation, including the following focus areas: testing methodology, standard operating procedures, and frequency of testing (e.g., random and targeted testing on an as-needed basis)
● Partner with PMO and Engineering on automation and enhancements to processes
● Assess project risks, identify contingency actions, and develop/manage a risk plan
● Communicate ongoing evaluation and project performance with key stakeholders and business leadership
● Establish and maintain an effective feedback loop with stakeholders and business unit leaders
● Maintain an awareness of and act in accordance with team goals and business unit policies
● Support special projects and seek efficiencies within QA processes
● QA production support when necessary
What you’ll need:
● Must have previous SoFi QA, Home Loans, Review, MET or Money experience
● Self-motivated and able to work independently applying analytical skills required to manage reviewing tasks
● Strong understanding of lending and financial services, including operations and compliance
● Understanding of statistical and targeted loan sampling concepts
● Good communication skills
● Ability to work independently, self-motivated
● Ability to work and accomplish goals with minimal supervision
● Ability to multi-task and manage competing priorities
● Must be detail oriented with an ability to work in a fast-paced environment
● Proficient with Microsoft Office Suite (Word, Excel, PowerPoint)
Top Skills
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