Home Loans Project Analyst

SoFi•Frisco, TX

10d

About The Position

The Role: SoFi is looking for an experienced Project Analyst to join the Borrow Project Management Office (PMO). The Borrow PMO is responsible for equipping Borrow teams with efficient tools, technology, and processes to better serve our Members. This involves planning, coordinating, and implementing strategically impactful projects, including programs, policies, products, tools, and technology. The successful candidate will collaborate directly with Project Managers, Business Owners, Vendors, Product, Engineering, Compliance, Sales, and Credit Risk. Key responsibilities involve supporting project managers in the implementation of small to mid-sized projects. This includes defining, developing, delivering, and deploying solutions that align with business drivers and meet stakeholder requirements. This position will support the SoFi Home Loans and Home Equity Sales Team in addition to all strategic and critical business unit projects. What You’ll Do: Partner with Project Managers to support project execution, monitor timelines, and track key deliverables Assist Project Manager with stakeholder communications, meeting scheduling, and preparation of materials 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 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 Project Manager with operational readiness activities, ensuring teams are prepared for go-lives and transitions Identify and manage project dependencies, risk mitigation, critical path items, and follow appropriate methodologies Maintain excellent communication with all levels of management, be responsive to customers, and provide appropriate training and cross training to other team members What You’ll Need: Mortgage Industry Experience; familiarity with loan origination, processing, underwriting, closing, servicing, and compliance processes 2+ years project analyst, business analyst, project management or operational management experience; preferably within mortgage Familiarity with Salesforce, Encompass, Blend, Optimal Blue Familiarity with servicing channels and agent tools including but not limited to CRM, Phone, IVR, Chat, and SMS Familiarity with project management tools a plus (e.g., Smartsheet, JIRA, Confluence, etc.) The ideal candidate is extremely organized, an excellent communicator, and a strategic thinker who can execute in a fast-paced environment Able to navigate multiple unique business functions successfully Must be able to effectively network and build partnerships in a fast-paced environment Ability to react to change quickly and implement new processes & procedures Ability to work independently with little or no supervision Ability to write and communicate clearly to internal stakeholders and vendors Proficient with financial reports, business intelligence tools, and workflow design Capable of grasping and utilizing complex ideas and strategies Professional demeanor and excellent work habits are essential Minimum Bachelor’s Degree in Business Management, technology or a related field 3-5 years of hands-on experience within a financial services environment PMP, CAPM, SAFe or SCM certification is preferred

Requirements

Mortgage Industry Experience; familiarity with loan origination, processing, underwriting, closing, servicing, and compliance processes
2+ years project analyst, business analyst, project management or operational management experience; preferably within mortgage
Familiarity with Salesforce, Encompass, Blend, Optimal Blue
Familiarity with servicing channels and agent tools including but not limited to CRM, Phone, IVR, Chat, and SMS
The ideal candidate is extremely organized, an excellent communicator, and a strategic thinker who can execute in a fast-paced environment
Able to navigate multiple unique business functions successfully
Must be able to effectively network and build partnerships in a fast-paced environment
Ability to react to change quickly and implement new processes & procedures
Ability to work independently with little or no supervision
Ability to write and communicate clearly to internal stakeholders and vendors
Proficient with financial reports, business intelligence tools, and workflow design
Capable of grasping and utilizing complex ideas and strategies
Professional demeanor and excellent work habits are essential
Minimum Bachelor’s Degree in Business Management, technology or a related field
3-5 years of hands-on experience within a financial services environment

Nice To Haves

Familiarity with project management tools a plus (e.g., Smartsheet, JIRA, Confluence, etc.)
PMP, CAPM, SAFe or SCM certification is preferred

Responsibilities

Partner with Project Managers to support project execution, monitor timelines, and track key deliverables
Assist Project Manager with stakeholder communications, meeting scheduling, and preparation of materials
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
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 Project Manager with operational readiness activities, ensuring teams are prepared for go-lives and transitions
Identify and manage project dependencies, risk mitigation, critical path items, and follow appropriate methodologies
Maintain excellent communication with all levels of management, be responsive to customers, and provide appropriate training and cross training to other team members