Capital Markets Associate- Home Lending
Employee Applicant Privacy Notice
Who we are:
Shape a brighter financial future with us.
Together with our members, were changing the way people think about and interact with personal finance.
Were 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 were at the forefront. Were proud to come to work every day knowing that what we do has a direct impact on peoples 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 Capital Markets Reporting Analyst will be a key member of SoFis fast-growing Capital Markets team and will support the preparation and analysis of reports related to Home Lending activities.
What youll do:
- Be responsible for preparation and timely delivery of reports including but not limited to lock activity, market exposure, and margin performance to financial and home lending leadership
- Ensure the accuracy and integrity of loan metrics including held for sale balances, pricing deviations, and funding data
- Contribute to overall home lending business strategy and financial forecasting
- Support the quarterly and annual financial reporting cycles ensuring compliance with regulatory standards
- Collaborate with other departments to gather data and resolve discrepancies
- Support day-to-day operations including daily rate sheets, lock, extension and exception processing
- Coordinate with Capital Markets to ensure best execution and enhance secondary market capabilities
- Help streamline and improve reporting processes, leveraging automation and other tools as appropriate
What youll need:
- Financial reporting, capital markets, or mortgage pricing experience.
- Familiarity with marketplace trading platforms such as MCT
- Proficiency in financial reporting software and tools such as Excel, Tableau, and SnowFlake
- Excellent analytical and communication skills
- Ability to work on multiple concurrent efforts in various capacities
- Ability to work independently and collaboratively
Nice to have:
- Experience with secondary/ trading at a National Mortgage Company or Federally Chartered Bank
- Coding knowledge like SQL, VBA/Macro
- Bachelors degree in Finance, Economics, Math, or other quantitative discipline
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 candidates experience, skills, and location.
To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!
SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.The Company hires the best qualified candidate for the job, without regard to protected characteristics.Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.New York applicants: Notice of Employee RightsSoFi is committed to embracing diversity. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email [email protected] to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
Internal Employees
If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.
Apply Now
Who we are:
Shape a brighter financial future with us.
Together with our members, were changing the way people think about and interact with personal finance.
Were 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 were at the forefront. Were proud to come to work every day knowing that what we do has a direct impact on peoples 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 Capital Markets Reporting Analyst will be a key member of SoFis fast-growing Capital Markets team and will support the preparation and analysis of reports related to Home Lending activities.
What youll do:
- Be responsible for preparation and timely delivery of reports including but not limited to lock activity, market exposure, and margin performance to financial and home lending leadership
- Ensure the accuracy and integrity of loan metrics including held for sale balances, pricing deviations, and funding data
- Contribute to overall home lending business strategy and financial forecasting
- Support the quarterly and annual financial reporting cycles ensuring compliance with regulatory standards
- Collaborate with other departments to gather data and resolve discrepancies
- Support day-to-day operations including daily rate sheets, lock, extension and exception processing
- Coordinate with Capital Markets to ensure best execution and enhance secondary market capabilities
- Help streamline and improve reporting processes, leveraging automation and other tools as appropriate
What youll need:
- Financial reporting, capital markets, or mortgage pricing experience.
- Familiarity with marketplace trading platforms such as MCT
- Proficiency in financial reporting software and tools such as Excel, Tableau, and SnowFlake
- Excellent analytical and communication skills
- Ability to work on multiple concurrent efforts in various capacities
- Ability to work independently and collaboratively
Nice to have:
- Experience with secondary/ trading at a National Mortgage Company or Federally Chartered Bank
- Coding knowledge like SQL, VBA/Macro
- Bachelors degree in Finance, Economics, Math, or other quantitative discipline
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 candidates experience, skills, and location.
To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!
SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.The Company hires the best qualified candidate for the job, without regard to protected characteristics.Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.New York applicants: Notice of Employee RightsSoFi is committed to embracing diversity. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email [email protected] to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
Internal Employees
If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.
Apply Now