Sr. Manager, Home Loans Strategy and Analytics

Who we are: Please do not add additional company information or copy into the job description in Greenhouse. This info will automatically post there. 

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 fintech company 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 Strategic Analytics Manager to join our team, focused on driving strategic insights to drive decision-making across our Home Lending business unit. This role will involve leveraging data to optimize business performance, enhance customer engagement, and support the overall goals of our organization as we grow our sales distribution and scale.

Key Responsibilities:

• Data Science & Analysis: Lead the collection, analysis, and interpretation of sales 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. Program and monitor regular reports and dashboards to senior management on performance metrics and insights.
• Cross-Functional Collaboration: Partner with teams across Marketing, Technology, Finance, 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 objectives focused on helping members get their money right and confidently navigate one of the largest financial transactions of their life.
• Revenue Maximization: Drive top-line growth through optimization of pricing strategies, marketing approaches, and sales practices.
• Drive Efficiency: Build forecasting and capacity models to ensure profitability during high growth phase and optimize expenses during standard seasonality and prolonged higher-rate business cycles.
• Drive lead analytics and lead generation: Partner with Data Science and Marketing to create enhanced model-driven lead-funnel analytics to drive improved performance.  Drive insights to create higher-performing or novel lead pools.
• Risk Management Support: Collaborate with risk management teams to develop analytics frameworks that address and mitigate production 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 or higher preferred.
• Proven experience in business intelligence, analytics, or a related field, preferably in a financial services environment, with at least 7-10 years of relevant experience.
• Exception analytical skills with proficiency in data visualization tools and statistical analysis software.  Should be able to build models and analytical tools, and program data visualization dashboards.  
• Excellent communication skills, with the ability to convey complex data insights to non-technical stakeholders as well as executive leadership up to the business unit lead and Borrow leadership.
• Experience in project management and cross-functional team leadership, with at least 5-7 years of people management or leadership experience.
• Significant experience with manipulating data and advanced data analysis.  Experience with SAS/SQL to manipulate data into easily digestible actionable insights. 
• Significant experience in data visualization and business intelligence, i.e., Tableau

Nice to have:

• Experience leading sales and business analytics in Home Lending.
• Experience using analytics to enhance lead generation and sales effectiveness.
• Well versed on the relationships between a digital point of sale system, pricing engine, loan origination system, and customer relationship management systems in creating a sales ecosystem focused on sales effectiveness and efficiency.

Why you’ll love working here: Please do not add additional company information or copy into the job description in Greenhouse. This info will automatically post there. 

• Competitive salary packages and bonuses
• Comprehensive medical, dental, vision and life insurance benefits
• Generous vacation and holidays
• Paid parental leave for eligible employees
• 401(k) and education on retirement planning
• Tuition reimbursement on approved programs
• Monthly contribution up to $200 to help you pay off your student loans
• Great health & well-being benefits including: telehealth parental support, subsidized gym program

For Any Remote Roles include: Application Deadline: 7/21/2025

*These benefits are only applicable to full time employees

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 [email protected].

Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.