Teams at SoFi

Lead second-line oversight of small business credit risk through advanced analytics, monitoring KPIs/KRIs, roll rates, delinquency, and credit loss trends. Evaluate and optimize portfolio management policies, ensure regulatory readiness and adherence to risk appetite, provide data-driven challenge to first line, and communicate findings to management.

Provide licensed insurance customer support across phone, email, chat and text. Handle post-purchase tasks: billing, endorsements, coverage adjustments, renewals, retention and cross-sell opportunities. Navigate multiple carrier portals, collect documentation, monitor book of business, and resolve complex inquiries to reduce churn and support agents.

The Staff Credit Policy Analyst leads the development and governance of credit policies for home loans, ensuring compliance and operational efficiency while collaborating with leadership and cross-functional teams.