National Accounts Senior Director Of Account Management 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. *]: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 seeking an experienced Senior Manager, Secured Commercial Real Estate Lending to help lead SoFi Bank’s secured commercial real estate lending function. This role will oversee complex workflows across the commercial lending lifecycle, including origination, underwriting, credit administration, portfolio management, servicing coordination, and ongoing portfolio monitoring. This leader will be responsible for driving day-to-day execution, operational planning, resourcing, KPIs, KRIs, credit strategy implementation, portfolio discipline, and risk monitoring for the secured commercial real estate lending unit. The Senior Manager will partner closely with Credit, Risk, Operations, Finance, Legal, Compliance, Servicing, and senior leadership to ensure the function operates with strong governance, sound credit judgment, scalable processes, and clear accountability. The ideal candidate is a seasoned commercial lending and credit leader with deep expertise in secured commercial real estate lending, strong problem-solving skills, and experience leading complex workflows across teams or business environments. What you’ll do: Lead complex commercial lending workflows Lead key workflows across the secured commercial real estate lending lifecycle, including originations, underwriting, credit administratio

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: 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 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. 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: The Senior Operations and Supplier Tester resides within the 1st Line of Defense (1LOD) Operations and Supplier Testing team. This position plays a crucial role in supporting risk management of 1LOD Operations. This role requires hands-on support for performing 1LOD transactional and supplier oversight testing. Achieving success in this role requires a demonstrated ability to complete all assigned testwork within the established timelines, assist the Testing Manager with the build-out of new tests and expansion of existing test scripts, and proficiently articulate exceptions and findings related to testwork. This role supports transactional and supplier oversight testing activities across Big Business Banking operations and processes. While the initial focus of this role will support Big Business Banking wire operations, transaction servicing, and payment-related operational processes, the scope is expected to expand over time to include broader Business Banking products, operations, and operational control environments. 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: Ensure Operat

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 within our Capital Markets Team, you will be the execution lead and central orchestrator for our most critical initiatives, guiding them from inception to successful completion. This is a high-visibility leadership role for a hands-on operator who excels at driving complex, cross-functional workstreams while ensuring strict alignment with the company’s broader finance and planning priorities. The ideal candidate is a self-driven leader who pairs a big-picture perspective with the analytical rigor required to dive into details, ask the right questions, and maintain cross-functional cohesion. You will own the advancement of key Capital Markets initiatives, ensuring all timelines are met. Serving as a trusted partner to the Director of Transaction Development, you will strengthen engagement with business lines and help shape SoFi’s evolving funding platform. This role requires combining strong execution discipline with strategic judgment, moving seamlessly between driving daily progress, clearing roadblocks, and providing high-level team direction. What you’ll do: Execution Leadership: Provide end-to-end oversight of Capital Markets initiatives, ensuring disciplined delivery and clear accountability across workstreams. Actively push progress, enforce timelines, and hold stakeholder

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 experienced Mortgage Underwriter to join our growing Mortgage Operations team in Frisco, TX or Charlotte, NC. You’ll review and assess Conventional and FHA loan applications using independent credit judgment, ensuring accuracy, compliance, and speed within a high-throughput production environment. The ideal candidate brings recent mortgage underwriting and demonstrated expertise analyzing complex credit, income, asset, and property documentation. You’ll thrive in a collaborative, metrics-driven culture focused on member experience, quality, and accountability. What You’ll Do Review and underwrite mortgage applications using investor/GSE guidelines. Perform detailed analysis of borrower credit, income, and collateral — including complex and self-employed income calculations. Conduct liquidity tests for business entities using Schedule L (adjusting for inventory-heavy businesses). Make timely, compliant underwriting decisions in line with SoFi and investor standards. Manage a high-volume pipeline, balancing quality (QC) and production SLAs — goal of 5+ new credit decisions per day. Partner closely with processors and loan officers to resolve conditions and ensure efficient loan flow. Identify and escalate potential fraud risk or guideline exceptions. Apply deep working

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 an Operations Control Analyst - SMB who will support the Vendor Relationship Manager in maintaining the operational integrity and regulatory compliance of third-party vendors within the Small Business Lending unit. This role focuses on the execution of the control framework, ensuring that vendor activities across the entire SMB lifecycle—including sales, servicing, and collections—align with SoFi’s internal policies and external regulatory requirements. What you’ll do: To assist the Vendor Relationship Manager - SMB in maintaining the operational integrity of the Small Business Lending unit, the Operations Control Analyst — SMB will focus on the following structured responsibilities: Process Integrity and Resilience: You will execute consistent monitoring and rigorous testing of vendor processes to ensure all workflows are thoroughly documented, testable, and capable of supporting long-term operational resilience. Risk Mitigation and Compliance: Working closely with the Vendor Manager and the Operations Exam & Control Support Manager, you will assess vendor risk across customer acquisition and servicing to ensure alignment with internal policies and regulatory requirements. Data-Driven Insights: By utilizing advanced Excel or Google Sheets functions, you wil

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 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