Finance Business Partner Director Jobs

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 Retail Loan Officers (RLOs) are key drivers of SoFi Lending Corp.’s mortgage sales organization. RLOs are responsible for delivering an exceptional, end-to-end customer experience by guiding members through the mortgage origination process and providing a modern, transparent alternative to the traditional mortgage experience. What you’ll do: Evaluate initial loan applications and supporting documentation to assess creditworthiness and repayment ability Perform preliminary analysis of applicants’ credit, income, and assets, communicating initial eligibility and next steps clearly to the customer Communicate key origination timelines, product options, pricing, and underwriting requirements throughout the loan lifecycle Proactively engage with applicants through outbound communication to obtain required documentation and ensure timely progression from application to funding Clearly communicate loan status updates, conditions, approvals, and/or declinations to ensure customers are informed at every stage Coordinate with realtors, builders, mobile notaries, and other third-party partners to support a smooth transaction Manage the loan process to ensure timely and accurate delivery of disclosures, re-disclosures due to changed circumstances, and closing documentation Continuously enhance sales eff

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 team SoFi’s Credit team manages credit risk activities for our lending products (Student Loan Refinance, Private Student Loan, Personal Loan, Credit Card, and Mortgage) - including credit strategies/policies for new account origination and portfolio management, collections/recovery strategies and operations, and risk and operational data science and analytics. The team designs data-driven strategies to ensure the growth in lending is consistent with the company’s risk appetite and helps create the products and experiences that put our members’ interests first. The Senior Credit Manager will work in the Credit team and have responsibilities to analyze and evaluate data to develop and propose value-added credit risk strategies and models for SoFi’s lending products, including Personal Loan, Student Loan Refinance, Private Student Loan, and Credit Card. The initial focus of the role will be on Personal Loan but the candidate may get opportunities to work on other lending products in the future. The candidate will be responsible for independently developing and implementing Personal Loan underwriting strategies that meet our risk appetite, monitoring and analyzing the risk trends within the portfolio to provide insights and recommendations for strategy enhancement opportunities. She/he will be part of

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: We’re looking for a customer-focused banking professional who is ready to take the next step in their career and make an impact within the branch. As a Branch Operations Supervisor, you’ll be a key partner to the Branch Manager, helping lead day-to-day branch operations and supporting the teller team. You’ll serve as a go-to resource for the team and step in as the branch lead when the Branch Manager is unavailable. This is a great opportunity for someone who enjoys delivering exceptional, white-glove service, takes ownership, brings positive energy to their team, and is excited to grow as a leader. What you’ll do: Help lead daily branch and teller operations, ensuring accuracy, efficiency, and a strong customer experience. Provide coaching, direction, training, and support to tellers and serve as a trusted resource for the team. Step in to oversee branch operations when the Branch Manager is unavailable. Deliver high-touch, white-glove customer service while navigating transactions and manual processes with accuracy and urgency. Process customer transactions and account maintenance, including new account opening. Manage teller balancing, cash ordering, vault operations, deposits, withdrawals, transfers, and other daily banking activities. Research and resolve transaction discrepancies and p

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. Location: Frisco, Texas; going to the office once or twice per week is required The Role: The Home Equity Processor works directly with individual applicants to review loan applications to ensure that the application is complete and accurate. This requires time and attention to detail. This role ensures the timely and accurate packaging of all loans originated by our Loan Officers using effective communication with multiple parties involved in the loan process. What You’ll Do: Provide excellent customer service and drive an overall exceptional customer experience using varying forms of communication. Responsible for processing, managing, and acting as the primary contact of a pipeline of Home Equity loans to meet closing deadlines and lock expiration periods. Maintain a progressing pipeline of 30-50 loan applications. Effective and timely communication to both external customers (Clients, 3rd Parties, Vendors) as well as internal customers (Loan Officers, Underwriters, Closers). Maintain and adapt to the changing mortgage guidelines. Appropriately set borrower expectations for the mortgage process and establish that the processor is the main point of contact until closing. Holds the responsibility to request, gather, and analyze documentation required from the borrowers, internally, and third parties

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: We’re seeking a Staff Security Detection Engineer to build and mature SoFi’s machine learning–driven detection and anomaly detection program. You will own the detection and model lifecycle end to end; feature engineering, model training, tuning, and validation, operating over large-scale security data lakes and streaming pipelines. You’ll partner closely with our Security Operations Center (SOC), Security Operations Engineering, and Fraud programs to turn high-volume telemetry into high-confidence, low-noise detections at scale. What you’ll do: Design, build, and maintain machine learning models for anomaly detection (unsupervised clustering, time-series and seasonality baselines, isolation forests, autoencoders, risk scoring) with measurable precision/recall targets. Operationalize models and detections from notebook to production, including enrichment, correlation, and response playbook hooks (detection-as-code, CI/CD, model versioning, and rollback). Engineer and tune features from identity, endpoint, network, cloud, SaaS, and application telemetry stored in the security data lake to improve model signal quality. Partner with the SOC to triage, tune, and close detection feedback loops; use analyst dispositions as labels to retrain and improve models, reduce noise, and document runbo

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 Team The Borrow design team at SoFi is responsible for crafting seamless, intuitive experiences across all loan products, helping people to borrow money to achieve financial independence and realize their ambitions. Although borrowing money can often feel overwhelming and complex, our role as product designers at SoFi is to ensure that the overall experience minimizes friction. Our responsibility is to shape the future of loan products and personal finance by delivering designs for new features, products and improving current experiences to better serve our members as they make payments on their SoFi loans. The lending journey for our members consists of two key milestones: first, applying for a loan, and second, making timely payments after the loan is funded. This role specifically focuses on the first milestone, particularly in the Home Loan sector. The team is responsible for designing experiences that assist both new and existing SoFi members in learning about and applying for mortgages, refinancing their homes, and securing credit lines and home equity loans. You will collaborate across several product areas alongside product managers, engineers, and researchers to create and deliver cohesive experiences that transform the lending landscape for our members. The Role As a Staff Product Desig

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 As a SoFi Investment Specialist, you will work with existing SoFi members and new customers to help them build and improve their financial futures using SoFi’s suite of investment services. SoFi offers Brokerage services, Robo Advisor services, and retirement accounts. What you’ll do: Support members over the phone, chat, and email Educate and assist members on margin, options and equities. Problem solve any operational or technical issues pertaining to SoFi Invest products Perform ongoing monitoring of member accounts with attention to detail and accuracy Work with SoFi’s custodial platform as needed to assist members in opening, funding, and transacting in their accounts Work with management and product teams to continuously improve operational processes and technical platforms to better serve our members Assess the member’s financial situation and goals through one-on-one inbound calls Educate members on the benefits and value of Brokerage and Robo accounts Work with members who would like to open an investment account to help them understand the offering, benefits, and account opening process Educate members on terms and processes associated with Brokerage and Robo accounts Discuss and explain investment performance and decisions with current wealth members Provide member’s operational su

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 Senior Payroll Tax Specialist SoFi is searching for a Senior Payroll Tax Specialist to manage and optimize our payroll tax operations. This role is a key member of the Payroll Team, responsible for validating tax calculations, ensuring filing compliance and serving as the subject matter expert on payroll tax regulations and best practices. The Specialist will exercise independent judgment in interpreting complex federal, state, and local tax laws, advising Finance and HR on tax implications and driving process improvements to ensure absolute accuracy in our tax liabilities and reporting. Responsibilities Validate all payroll tax calculations, filings, and payments to ensure full compliance with statutory regulations. Research and interpret complex payroll tax laws and updates, advising stakeholders on the implications of policy or program changes. Prepare comprehensive reports for Finance and leadership regarding tax liabilities, labor costs, and tax-related trends. Support and lead internal and external payroll tax audits, including detailed documentation and issue remediation. Develop and maintain robust payroll tax controls to support audit cycles and SOX compliance. Oversee the end-to-end US bi-weekly payroll processing as a backup to the Payroll Specialist as needed. Maintain expert knowledge

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: As a Technical Program Manager within the Enterprise Data Governance team, you will drive strategic execution across our core data governance processes. Your primary focus is to protect member privacy safeguarding personal information through secure handling, processing, and storage to ensure trust, enforce compliance, and mitigate data exposure risks. You will bridge the gap between corporate data governance policy and operational engineering, leading high-visibility technical programs that secure, classify, and institutionalize data controls across key data platforms. As a leader, you will partner with engineering, the CIO organization, Legal, Privacy Compliance, and broader stakeholders to shield enterprise data frameworks while accelerating feature delivery. What you’ll do: Own the end-to-end strategy, roadmap, and execution of complex, multi-platform data privacy and data protection initiatives, driving the Privacy Rights Management (PRM) program as a primary priority. Partner with engineering and platform teams to translate abstract data governance and privacy policies into actionable technical execution. Own the requirements lifecycle by authoring comprehensive PRDs, defining functional data controls, and ensuring engineering teams have the clear technical specifications needed

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: This role plays a key role in contributing, developing, and maturing an industry-best Credit Risk Management organization across SoFi Technologies, Inc. The incumbent will architect comprehensive risk management capabilities for a rapidly growing bank holding company – ensuring robust defensive and offensive capabilities – maturing foundational risk identification/risk mitigation, risk management frameworks, and risk culture. The contributor will play an essential role in fostering regulatory readiness and maturing a strong effective challenge second-line Credit Risk function. The Credit Risk Oversight (2LOD) Senior Risk Analyst role is critical to success across SoFi Technologies, Inc., SoFi Bank, NA, and operating subsidiaries. The incumbent will contribute to the second-line oversight of Credit Risk across all SoFi’s lending products - Unsecured, Secured and Commercial Lending. The analyst will conduct credit/behavioral/financial analytics or predictive modeling to assess risks and opportunities for the bank portfolios and translate results into recommendations. The 2LOD Senior Risk Analyst will leverage internal and external data sources and technology capabilities in support of the oversight function. Perform analysis to research credit

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. Social Finance, LLC seeks Senior Software Engineering Manager in San Francisco, CA: Job Duties: Lead one or multiple development teams through the full development life cycle. Challenge the status quo, embrace and foster innovation. Disrupt the industry by building the banking platform of the future. Grow the team, understand what your team needs, define how to find and assess candidates. Define the growth plan for individuals on your team. Hold the team accountable for delivery. Shape and support the team culture with an emphasis on continual improvement, learning, and fun. Generate ideas for new initiatives. Take initiative and produce timely results in a fast paced and sometimes ambiguous environment. Facilitate the definition of project scope, deliverables, and goals. Part-time telecommuting is an option. Hybrid work from SoFi offices in San Francisco, CA. Requirements: Master’s degree in Computer Science, Engineering (any field) or related quantitative discipline and (5) years of experience in the job offered or in any occupation in related field. Special Skill Requirements: 1.) Engineering management 2.) Agile SDLC methodologies 3.) Object-oriented programming and data structures 4.) Mobile application development using Android (Kotlin/Java) and iOS (Swift) 5.) Design and development of reusable

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 You will be the technical leader for Digital Identity at SoFi under the Sofi Technology Solution Group: the platform group that powers identity, authorization, and entitlements for every product and every member across the company. Digital Identity runs Tier-0 infrastructure: the highest criticality rating at SoFi. Every product line, banking, lending, investing, credit cards, crypto depends on these platforms to know who a member is, what they're entitled to, and what they're authorized to do. When these platforms are down, SoFi is down. You'll define the technical strategy for this group. You'll architect solutions for complex, ambiguous problems: multi-person access patterns, cross-organizational platform convergence, and data integrity at financial-services scale. You'll build the engineering processes and culture that let a lean team operate Tier-0 infrastructure with confidence. And you'll push the boundaries of how we build, leveraging AI to accelerate development, prototype faster, and experiment with approaches that would have been impractical two years ago. What You'll Own Platform Technical Strategy Digital Identity operates multiple Tier-0 platforms spanning identity resolution, entitlement management, and fine-grained authorization. You own the technical strategy across all of the

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 We are searching for a passionate Staff Fraud Risk Analyst who is highly self-motivated, analytical, with a decent understanding of debit card fraud transactions and account takeover fraud strategies. This role will work on fraud strategies at banking transactional stages during customer journey, implement effective fraud strategies to help our platform to realize a safer, more transparent and secure environment. This role will work collaboratively with various stakeholders to ensure strategy performances while maintaining a smooth customer experience. By joining SoFi, you'll become part of a forward-thinking company that is transforming financial services for the better. We offer the excitement of a rapidly growing startup with the stability of an industry leading leadership team. What you’ll do: The fraud prevention analyst will help SoFi develop better data driven fraud decisioning by: Architect and scale robust table structures and analytics using expert-level SQL and Python to serve as the foundation for global risk detection and real-time reporting. Design sophisticated fraud decisioning strategies by synthesizing login, entity, and tokenization signals to neutralize complex threats like Account Takeover (ATO) and high-risk transactions. Lead cross-functional initiatives by translating

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: At SoFi, our mission is to help our members achieve financial independence. To do that, we start with our own team. We are looking for a Stock Plan Administrator who is ready to move beyond basic data entry and step into a role defined by oversight , global scaling , and strategic compliance . This isn't just about maintaining the status quo; it’s about driving the evolution of our equity ecosystem. You will be a primary driver of expanding our global ESPP, a key partner in operationalizing mobility compliance, and a guardian of our equity administration integrity. If you are a process-driven critical thinker who thrives on getting the data right while building the next big thing, you belong here. The Impact You’ll Make: Master the ESPP Universe: Take full ownership of our Employee Stock Purchase Plan, from enrollment and withdrawal to contribution reconciliations and global expansion.Operational Oversight: Act as the primary reviewer and approver for day-to-day operations, ensuring our Stock Plan Analyst’s work is flawless and compliant.Drive Innovation: Lead special projects that matter, including automation of manual flows, system integrations, and reducing SOPs for manual work.Global Mobility & Compliance: Operationalize SoFi’s employee mobility tax sourcing methodology, in partnership wit

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: We are seeking a highly skilled and experienced Staff Software Engineer to join our Test Platform team. In this role, you will have the opportunity to directly impact the design and architecture of our Developer Platform and tooling that enables SoFi engineers to create and deliver high-quality solutions. You will collaborate and partner with a curious team of engineers to design and deliver solutions that raise the testing and reliability standards for our backend and web applications. This new team will be focused on building a green field project to enable autonomous testing for our AI driven SDLC, leveraging cutting edge technologies to deliver a highly resilient and thorough platform. If you are a seasoned Staff Software Engineer with a passion for building products that just work and enabling developers to build reliable services, and a strong background in distributed systems, we invite you to apply for this exciting and new opportunity. What You’ll Do: Provide technical leadership for initiatives in Testing and Reliability, with a focus on integrating AI-driven automation and autonomous testing practices. Collaborate with product engineering teams to understand requirements and design platform capabilities that are efficient, robust, and developer-friendly. Architect and implement solution