Financial Underwriting Lead 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: The Crypto AML & Sanctions Advisor will provide specialized financial crime compliance advisory support for SoFi’s digital asset and cryptocurrency products and services, reporting to the Crypto Compliance Officer. Your role will be to support the business in identifying and mitigating risks related to money laundering, terrorist financing, sanctions, and other illicit finance activity associated with digital assets, while helping ensure SoFi meets applicable regulatory requirements, expectations, and guidance. The role will support the development and maintenance of sound, risk-based AML and sanctions programs and controls across SoFi’s crypto ecosystem. What you’ll do: Act as a key Crypto AML & Sanctions advisor, providing subject matter expertise to the Crypto Compliance Officer, Compliance, Product, Engineering, Investigations, and business leaders on financial crime risks and controls. Provide AML and sanctions advisory across the crypto product lifecycle, including trading, custody, deposits and withdrawals, wallets, stablecoins, staking, and emerging digital asset products. Identify and assess blockchain-specific financial crime risks and advise on appropriate controls, including KYT, transaction and wallet screening, sanctions exposure, Travel Rule requirements, and escalatio

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 In this role, you will participate in the development, implementation and administration of the Compliance Management Program for the SoFi Invest product group. You will provide primary compliance coverage in support of the registered investment adviser, SoFi Wealth. The main objective of this role is to serve as a trusted adviser and partner to the business units responsible for driving the growth of the broader Invest product offerings (including SoFi Wealth), while mitigating regulatory risk to the SoFi enterprise. You will participate in various committees, audits and examinations, as well as test the processes and infrastructure for the investment adviser and broker dealer that facilitate Invest activities through the administration and maintenance of the Compliance Risk Assessment and Annual Reviews. You will advise the Compliance and Legal teams on emerging compliance issues, regulatory changes, and new rules, and consult and guide the company in the establishment of controls to mitigate risks. You will engage with business partners to offer appropriate knowledge, expertise and business acumen to meet the increasing demands of a rapidly changing regulatory environment. What you’ll do: Day-to-day responsibility for management and ongoing evolution of the firm's investment advisory compliance

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. SoFi Bank N.A. seeks Recovery Operations Senior Analyst in San Francisco, CA: Job Duties: Lead the ideation, process build-out, and execution of a robust control infrastructure for; Recovery operations, across the different operational streams. Partner with CCoE's Operations Risk Control team in drafting the framework for new controls and updating existing policies and procedures to align with the framework. Identify process and procedure issues, and areas of opportunity for introducing strong control risk management as it relates to Recovery Operations. Support the build out and deployment of a full set of operational control checks for the Internal Recovery Unit (IRU); Ensure adequate controls are present in all aspects of the IRU's operation; including monthly account assignment into the IRU, bi-weekly DSC scrub, settlement offering and arrangement, compliance with settlement break parameters, program completion and performance reporting. Develop and maintain robust monitoring and reporting capabilities to track the different streams of Recovery Operations across SoFi's lending businesses. Lead an internal monthly review of portfolio trends, control reporting, and engineering progress updates. Perform operational oversight of our Recovery vendors, requiring vendor staffing and process optimization discus

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 looking for a Staff Cryptography Engineer to help lead SoFi’s enterprise readiness for post-quantum cryptography and long-term cryptographic resilience. This role sits within our Security Assurance organization and will partner closely with security, engineering, infrastructure, product, and business stakeholders to assess, modernize, and strengthen cryptographic controls across the enterprise. This is a highly cross-functional and strategic role. The ideal candidate brings deep applied cryptography expertise, strong engineering and architecture judgment, and the ability to drive complex security initiatives in ambiguous environments. You will help build SoFi’s cryptographic inventory, identify where cryptographic keys, protocols, algorithms, certificates, and libraries are used, and guide teams through the implementation of quantum-resistant and crypto-agile solutions. What you’ll do Lead efforts to assess and improve SoFi’s enterprise cryptographic posture, with a focus on post-quantum cryptography preparedness and crypto-agility. Build and maintain an inventory of cryptographic assets, including keys, certificates, algorithms, protocols, libraries, services, and business-critical systems. Partner with product, engineering, infrastructure, cloud, and security teams to identify cryptographi

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. *]:pointer-events-auto R6Vx5W_threadScrollVars scroll-mb-[calc(var(--scroll-root-safe-area-inset-bottom,0px)+var(--thread-response-height))] scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" data-turn-id="request-WEB:8051fca6-7b94-45c4-923b-008b22f4240c-0" data-turn-id-container="request-WEB:8051fca6-7b94-45c4-923b-008b22f4240c-0" data-testid="conversation-turn-2" data-scroll-anchor="false" data-turn="assistant"> The Role: We are looking for a Senior Business Operations Analyst to join our growing Collections Center of Excellence (CCoE) team. This role is a key part of the Business Planning & Analytics (BP&A) organization and will focus on developing data-driven insights, reporting, and operational strategies that improve efficiency and performance across the Collections lifecycle while enhancing the member experience. The ideal candidate is highly analytical, collaborative, and strategic, with strong experience in SQL, Tableau, and operational analytics. This person will partner closely with Operations, Technology, Data Engineering, and leadership teams to support decision-making, optimize processes, and drive business outcomes related to loss prevention and collections operations. This role reports directly to the BP&A MIS Manager and will serve as a senior analyst supporting

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: SoFi is seeking an energetic, detail-oriented, self-motivated, and intellectually curious Independent Risk Management (IRM) Director to support the growth of our Invest business. Your success in this role will rely on deep subject matter expertise in broker-dealer and investment advisory matters and investment product risks. This person will serve as the senior second-line risk leader responsible for independent risk oversight of the Invest business. This role will act as the primary risk partner to Invest leadership, providing credible challenge, strategic risk advisory, and oversight across all material risk categories associated with the business, excluding Compliance Risk, which is overseen by a dedicated Invest Compliance organization. Specifically, the Director will operate in close partnership with Compliance leadership in a coordinated coverage model to ensure comprehensive and effective risk oversight. Will look for this leader to leverage their comprehensive understanding of risk management and the mitigating controls needed across risk types - including operational, fraud, technology, credit and third-party. You will apply lessons learned from peers across the industry - both benchmarking against industry leaders as well as learning from those who have under-performed,

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 looking for an experienced insurance agent to help build the SoFi Protect business and deliver exceptional experiences for SoFi members. SoFi Protect is the in-house insurance agency helping SoFi members fulfill their protection needs across Life, Home, and Auto Insurance. If you like to SELL and ADVISE customers this role is for you. You will interact with members via email, chat, and phone to provide guidance and help them through coverage conversations. Since this is a newer part of the SoFi business, you will also be integral in building out the core processes and functions to shape and define how insurance is sold at SoFi. This opportunity is for go-getters who want to be in a business at an early stage, helping to shape the future and accelerate their careers in sales and operations. By running after problems, putting members first, and having a positive approach, you will thrive and deliver differentiated experiences for our members. What you’ll do: Engage potential and current members via phone, email, text, and chat to assist with their insurance needs Receive new leads and manage a pipeline of both SoFi members and direct-to-consumer leads Drive the entire lifecycle of the insurance sale from intake to quoting to fulfillment, navigating our panel of insurance providers. Assi

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 Senior Manager on the Capital Markets team, you will bridge the gap between business lines and Capital Markets to drive new product development. You will ensure the Capital Markets team is fully positioned to support both new lending products and existing product enhancements. By leading cross-functional initiatives, you will educate potential investors on our offerings, actively manage and develop the investor pipeline, and negotiate term sheets to deliver the scalable funding solutions that fuel our growth. What you’ll do: Partner with business lines to support enhancements to existing products and drive the launch of new lending solutions. Coordinate across internal and external teams to seamlessly integrate new lending products and funding structures. Support investor education and due diligence processes, developing materials and coordinating discussions with external partners and counterparties. Gather and incorporate investor feedback into product design and future enhancements. Negotiate term sheets and maintain investor pipelines. Model product economics, analyze funding efficiency, and assess trade-offs between risk, cost, and complexity. Define requirements to support new products, ensuring infrastructure and reporting are accurate and scalable. Partner cross-functionally to valida

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. The role: As a Senior People Business Partner at SoFi, you will serve as a strategic advisor and advocate for both the business and our employees. In this pivotal role, you will partner with Financial Services and Borrow/Operations Engineering leadership to drive influence and solve complex organizational challenges with scalable, high-impact solutions. What you’ll do: Partner with leaders to advise and influence the creation of measurable, actionable strategic plans. Act as an objective resource and champion for the Engineering team and broader employee population. Manage complex employee relations with discretion, providing executive coaching and facilitating constructive feedback loops. Leverage deep HR expertise to lead initiatives in org design, compensation, performance management, D&I, and employee development. Drive data-informed decision-making using people analytics and organizational health metrics. Execute strong judgment and discretion to ensure positive, professional outcomes. Champion the company culture by embodying and promoting "The SoFi Way." Cultivate robust, collaborative relationships with key stakeholders across the organization. Collaborate with People Team Centers of Excellence (CoEs) to execute strategic initiatives and support business goals. What you’ll need: 6+ years as an H

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 looking for licensed insurance professionals to act as the frontline champions of our insurance agency. In this role, you will serve as the go-to guide for our users as they navigate their insurance protection journeys. You will own the entire post-purchase experience - troubleshooting complex billing issues, processing endorsements, adjusting coverage on the fly, spotting upsell opportunities, and saving accounts at risk of churning. If you are a naturally empathetic problem-solver who loves insurance and wants to help users get the most value out of our all-in-one platform, we want to hear from you. What you’ll do: Engage potential and current members via phone, email, text, and chat to assist with their insurance needs Respond quickly to customer needs helping to resolve inquires quickly and efficiently Help collect post-bind documentation to ensure customer policies are handled properly Navigate 20+ carrier portals to adjust coverages with high accuracy Receive customer service inquiries from a variety of sources helping our agents focus on selling Monitor the book of business to identify retention opportunities Review renewals to ensure customers have the most up to date information Identify cross-sell opportunities and help close any coverage gaps. We are a small team looking fo

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 Home Loan Member Advocate III working in a mortgage environment, you will perform multiple duties while in this role which include Retention, Loan Restructure, and Customer Service efforts. You will utilize your customer service and sales skills to make outbound calls to existing SoFi Members and provide the customer with an appropriate resolution/offer that will retain their business. You will also utilize your customer service, product knowledge and sales skills to work with loan files that need to be restructured to meet agency guidelines and to make outbound calls to borrowers to review any needed changes. What you’ll do: Retention: Identify sales opportunities while servicing customers in order to retain business Work with management to create, optimize, and evolve retention strategies to keep clients in the future Work closely with secondary markets to ensure minimum company profitability margins are still met while retaining existing borrowers Identify areas of customer improvement Evaluate the customer service experience Develop an understanding of what is needed to create a great client experience Provide direct feedback to management to ensure sales and operations teams are providing excellent customer service Evaluate program results and optimize as needed with managem

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: The Home Equity Closing team manages the final stages of the loan process by working directly with members and title partners to schedule closings, prepare accurate closing packages, and keep loans moving efficiently. As a Home Equity Loan Closer, you will ensure closing files and documents meet company, investor, and regulatory requirements while delivering an accurate and timely closing experience for our members. This role requires strong attention to detail, sound judgment, effective cross-functional communication, and the ability to manage multiple deadlines in a fast-paced environment. This position is based in Frisco, TX or Charlotte, NC and follows a hybrid schedule with an expectation of working onsite at least two days per week. What you’ll do: Review closing files and documents to ensure they meet company, investor, and compliance requirements. Confirm closing documents are prepared within established turn times and consistently meet required deadlines. Process a minimum of three files per day during normal business operations and meet fluctuating production expectations established by management. Reconcile and approve Closing Disclosures. Prepare accurate and complete closing documents and packages. Schedule loan closings directly with borrowers. Coordinate with title and settlement pa

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 Software Engineer, Account Linking in San Francisco, CA: Job Duties: Own and ideate on technical solutions for product requirements and user stories with minimal supervision. Participating heavily in code and design reviews. Delivering resilient and scalable code. Communicate engineering concepts and efforts with outside stakeholders in product marketing, operations, business, legal, and compliance. Work in a fast-moving, highly collaborative environment across multiple offices. Use different object-oriented programming languages to build performant and scalable applications in a cloud-based microservice architecture. Participate in shaping the technical architecture of the product. Generate ideas for new initiatives and technologies. Part-time telecommuting is an option. Hybrid work from Social Finance offices in San Francisco, CA. Requirements: Master’s degree in Computer Science, Engineering (any field) or related quantitative discipline and (2) two years of experience in the job offered or in a related occupation. Special Skill Requirements: (1.) Modern object oriented programming language (2 yrs); (2.) REST APIs; (3.) Relational Databases; (4.) SQL and NoSQL Database; (5.) Microservices; (6.) Java or Kotlin (1 yr); (7.) Spring Boot; (8) Docker; (9) Kafka and (10.) React. Any s