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The Staff Business Intelligence Analyst will analyze data to drive strategic decisions in the Home Lending Sales unit, collaborate on performance metrics, and enhance customer engagement and operational efficiency.
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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:
We are seeking a skilled Senior Business Analyst to join our team, focusing on strategic insights and analytics to drive decision-making across our Home Lending Sales business unit. This role will involve leveraging data to optimize business performance, drive sales growth and efficiency, enhance customer engagement, and support the overall goals of our organization.
Key Responsibilities:
- Data Management & Analysis: Lead the collection, analysis, and interpretation of sales and operational data to inform strategic decisions. Utilize advanced analytics techniques to identify trends and opportunities for growth.
- Performance Monitoring: Develop and maintain key performance indicators (KPIs) to track the success of sales initiatives. Provide regular reports and dashboards to senior management on performance metrics and insights.
- Cross-Functional Collaboration: Partner with teams across Marketing, Incentive, Finance, Operations, Risk, and Compliance to ensure alignment of business objectives and the implementation of data-driven strategies. Facilitate communication between departments to enhance workflow and efficiency.
- Strategic Insights Development: Contribute to the development of business strategies by providing actionable insights from data analyses. Drive critical business pivots to align with banking objectives focused on customer deepening and cross-sell opportunities.
- Revenue Maximization: Drive top-line growth through optimization of pricing strategies, marketing approaches, and sales practices.
- Drive Efficiency: Forecast capacity and hiring to ensure profitability during high growth phase and optimize expenses during seasonality and business cycles.
- Risk Management Support: Collaborate with risk management teams to develop analytics frameworks that address and mitigate operational risks. Focus on root-cause analysis to streamline processes and reduce risk issue closure times.
- Customer Experience Improvement: Analyze customer feedback and loan officer performance metrics to drive improvements in customer satisfaction (NPS) while optimizing cost efficiencies in loan origination processes.
What you’ll need:
- Bachelor's degree in Business, Finance, Analytics, or a related field; Master's degree preferred.
- 8+ years of relevant experience leveraging data-driven analysis to influence key decisions and drive business processes, preferably in a financial services industry.
- Proven experience in business intelligence, analytics, or a related field, preferably in a financial services environment.
- Direct Home Lending (Mortgage and Home Equity) Sales strategy & analytics experience strongly preferred.
- Strong analytical skills with proficiency in data visualization tools (i.e. Tableau), database querying tools (SQL, Snowflake, SAS, Python), and statistical analysis software.
- Excellent communication skills, with the ability to convey complex data insights to non-technical stakeholders.
- Experience in project management and cross-functional team leadership.
Nice to have:
- Experience building new processes from the “ground up.”
- Management and/or training experience of Junior Business Analysts.
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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