Associate Operational Exam & Business Support Analyst (SMB)

SoFi Technologies
United States
Workplace: OnsiteFull timeUSD 70,400 - 88,000 annuallyFunction: Product ManagementExperience: 3+ yearsSkills: ["Communication","Analytical rigor","Risk assessment","Cross-functional collaboration","Data-driven insight generation"]

Support vendor operational integrity and regulatory compliance for SoFi’s Small Business Lending unit. Execute monitoring and testing of vendor processes, assess vendor risk across customer acquisition, servicing, and collections, and turn vendor performance metrics into actionable insights. Help maintain governance and reporting (scorecards, escalation pathways) and support audits, regulatory exams, and Corrective Action Plan remediation, partnering cross-functionally with vendor management.

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SoFi Technologies
SoFi Technologies
1 day ago

Associate Operational Exam & Business Support Analyst (SMB)

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Last checked: 9 hours agoStatus: Live

Job Summary

Support vendor operational integrity and regulatory compliance for SoFi’s Small Business Lending unit. Execute monitoring and testing of vendor processes, assess vendor risk across customer acquisition, servicing, and collections, and turn vendor performance metrics into actionable insights. Help maintain governance and reporting (scorecards, escalation pathways) and support audits, regulatory exams, and Corrective Action Plan remediation, partnering cross-functionally with vendor management.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Product Management
Seniority: Mid level

Key Responsibilities

  • •Support the Vendor Relationship Manager in maintaining operational integrity for the Small Business Lending unit and vendor activities across the SMB lifecycle.
  • •Execute monitoring and rigorous testing of vendor processes to ensure they are documented, testable, and resilient.
  • •Assess vendor risk across customer acquisition and servicing for alignment with internal policies and regulatory requirements.
  • •Analyze vendor performance metrics to identify operational friction, failure points, and critical control gaps.
  • •Prepare for audits and regulatory exams and support Corrective Action Plan (CAP) remediation projects to meet compliance standards.

Pay and Benefits

Salary: USD 70,400 - 88,000 annually

Key Requirements

  • •3+ years in operations, program management, or lending operations (FinTech or banking background preferred).
  • •Advanced proficiency in Excel/Google Sheets for data analysis.
  • •PowerPoint/Google Slides for management-level reporting and presenting to management.
  • •Strong verbal and written communication skills for cross-functional collaboration.
  • •Familiarity with risk frameworks, compliance expectations, and operational controls in a regulated financial environment.
Experience:3+ yearsFinTechBankingLending operations
Skills:CommunicationAnalytical rigorRisk assessmentCross-functional collaborationData-driven insight generation
Languages:English
Tech Stack:ExcelGoogle SheetsPowerPointGoogle Slides

Company Brief

SoFi Technologies
Provides digital financial services including lending, banking, investing, and credit products through a consumer-focused online platform. SoFi serves individuals looking to manage money, borrow, save, invest, and protect their finances in one place.
Industry: Neobanking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: San Francisco, United States
Founded: 2011
WebsiteLinkedIn