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The Business Intelligence Analyst will analyze data to support decision-making in Home Lending Sales, optimize performance, and collaborate with teams to enhance business strategies and customer satisfaction.
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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:
We are seeking a strong Business Intelligence Analyst to join our team, focusing on strategic insights and analytics to support decision-making across our Home Lending Sales business unit. This role will involve leveraging data to optimize business performance, support sales growth and efficiency, enhance customer engagement, and contribute to the overall goals of the organization.
Key Responsibilities:
- Data Management & Analysis: Own the collection, analysis, and interpretation of production data to support decision-making within Home Lending Sales. Apply established analytics techniques to identify trends, performance gaps, and opportunities for improvement within defined problem areas.
- Performance Monitoring: Develop, maintain, and enhance key performance indicators (KPIs) to track the effectiveness of sales initiatives. Deliver recurring reports and dashboards that provide clear, actionable insights to leadership and business partners.
- Cross-Functional Collaboration:Partner with teams across Marketing, Incentive, Finance, Operations, Risk, and Compliance to support alignment of business objectives and execution of data-driven initiatives. Collaborate with stakeholders to clarify requirements, share insights, and support efficient implementation of solutions.
- Strategic Insights Development: Contribute to business strategy discussions by translating analyses into clear, actionable insights and recommendations. Support targeted business enhancement and growth initiatives.
- Revenue Optimization: Support top-line growth by analyzing key production trends, marketing approaches, and sales practices to identify and prioritize optimization opportunities.
- Risk Management Support: Partner with risk management teams to support analytics frameworks that identify and monitor operational risks. Conduct root-cause analysis on select issues and support process improvements to reduce business risk.
- Customer Experience Improvement: Analyze customer feedback and loan officer performance metrics to identify opportunities to improve customer satisfaction (e.g., NPS) while supporting cost efficiency in loan origination processes.
What you’ll need:
- Bachelor’s degree in Business, Finance, Analytics, or a related quantitative field; Master’s degree preferred.
- 2+ years of relevant experience applying data-driven analysis to inform decisions and support business processes, preferably within financial services.
- Experience in business intelligence, analytics, or a related role within a regulated or complex business environment.
- Direct Home Lending (Mortgage and Home Equity) sales strategy and analytics experience strongly preferred.
- Strong analytical skills with hands-on experience using data visualization tools (e.g., Tableau), database querying tools (SQL, Snowflake, SAS, Python), and statistical analysis techniques.
- Strong communication skills with the ability to clearly convey insights and recommendations to non-technical stakeholders.
- Experience supporting projects that require coordination across multiple teams, with guidance from leadership as needed.
Nice to have:
- Experience supporting or contributing to the launch of new products, capabilities, or service extensions.
Compensation and Benefits
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.
To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!
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.The Company hires the best qualified candidate for the job, without regard to protected characteristics.Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.New York applicants: Notice of Employee RightsSoFi 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 [email protected].Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.Internal Employees
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.
Top Skills
Python
SAS
Snowflake
SQL
Tableau
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