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Project Manager, Mortgage & Operations Enablement

SoFi

SoFi

Operations
cottonwood heights, ut, usa
Posted on Oct 4, 2024

Employee Applicant Privacy Notice

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:

SoFi is hiring an experienced Project Manager to join our Operations Project Management Office. 50% of this position is allocated to support the SoFi Mortgage Operations Team and the remaining 50% will support strategic Operations Enablement projects. The Operations PMO ensures Member Engagement teams are equipped with the most efficient tools, technology, and processes to best serve our Members. We plan, coordinate, and implement operational impacting projects (programs, policies, products, tools, and technology). The successful candidate will work directly with Business Owners, Vendors, Product, Engineering, Compliance, and Operations to ensure projects fall within established timelines and scope. They will manage and direct the implementation of small to large projects that require the definition, development, delivery, and deployment of solutions that meet stakeholder needs and are compatible with business drivers.

What you’ll do:

  • Leverage strong project management experience to define scope, facilitate requirements, execute projects, proactively resolve blockers, and add value
  • Manage/engage with multiple projects concurrently while ensuring all project artifacts and operational readiness activities are addressed
  • Provide a single point of contact for our business partners on assigned projects
  • Work with internal customers to clearly define and document end to end requirements & testing plans
  • Scope projects and develop implementation project plans with measurable project goals, objectives, tasks, and timelines, and monitor progress toward achievement
  • Ensure consistent project management, operational efficiency, and regulatory compliance, while prioritizing member/agent experience and driving business goals
  • Establish and conduct meetings to communicate expectations, project roles, status updates, track open issues, and work with stakeholders to resolve issues as required
  • 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:

  • The ideal candidate is extremely organized, an excellent communicator, and a strategic thinker who can execute in a fast-paced environment
  • Lending systems knowledge should include loan origination, loan servicing, credit decisioning, and compliance reporting
  • Familiarity with Operations servicing channels and agent tools including but not limited to CRM, Phone, IVR, Chat, and SMS
  • Familiarly with end to end mortgage, originations, fulfillment, and servicing a plus
  • 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+ years project management or operational management experience; preferably within mortgage or banking industries
  • 5-8 years of hands-on experience within a financial services environment
  • PMP, CAPM, or SCM certification is preferred
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 Rights
SoFi is committed to embracing diversity. 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 accommodations@sofi.com.
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.