Project Analyst, Home Loan Ops Enablement

SoFiFrisco, TX

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The role

SoFi is hiring a Project Analyst to join our Operations Project Management Office (PMO), supporting the Mortgage Operations Business Unit (Home Loans and Home Equity). The Operations PMO is responsible for driving the strategic roadmap for Operations and leading the planning, coordination, and execution of operational-impacting initiatives—including programs, policies, tools, technologies, and processes—ensuring our Member Engagement teams have what they need to deliver exceptional service.

In this role, the Project Analyst will work alongside Project Managers and key stakeholders across Operations, Product, Engineering, and external vendors to support the successful execution of projects. This individual will act as a key support resource to assist in planning, tracking, reporting, testing, and documenting project activities. The ideal candidate will be highly organized and detail-oriented, with a strong interest in process improvement, operational strategy, documentation, and project management.

What you’ll do :

Partner with Project Managers to support project execution, monitor timelines, and track key deliverables
Maintain and update project plans, trackers, dashboards, and documentation across multiple workstreams
Support the creation of project artifacts including meeting notes, status reports, process flows, and decision logs
Assist with stakeholder communications, meeting scheduling, and preparation of materials
Document and organize requirements, process improvements, and procedure updates
Coordinate testing activities, support user acceptance testing (UAT), and track feedback
Review current and future processes to identify gaps and support process mapping, ensuring all project solutions are practical and aligned
Partner with the team to identify potential risks and issues early, and work together to develop and implement effective resolutions
Ensure consistency in project documentation and reporting standards
Support operational readiness activities, ensuring teams are prepared for go-lives and transitions

What you’ll need :

Mortgage Industry Experience; familiarity with loan origination, processing, underwriting, closing, servicing, and compliance processes

Experience with Mortgage systems (Encompass, Blend or other LOS systems)

Exceptional organizational skills and strong attention to detail

Excellent written and verbal communication skills, with the ability to collaborate across teams

Experience with project management tools (e.g., Smartsheet, JIRA, Confluence, etc.)

Experience mapping workflows, identifying inefficiencies and supporting technical enhancements

Experience writing business requirements and status updates

Ability to handle multiple tasks and projects in a fast-paced environment

A proactive, resourceful, and problem-solving mindset

Bachelor’s Degree or equivalent work experience preferred

1–3 years of experience in a project coordinator, project analyst, business analyst, or operations support role

Interest in pursuing a PMP, CAPM, or other project-related certifications is encouraged

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!

Pay range : $70,400.00 - $132,000.00

Payment frequency : Annual

This role is also eligible for a bonus and competitive benefits. More information about our employee benefits can be found in the link above.

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