Home Loans Portfolio Manager

1 month ago

Frisco, Texas, United States SoFi Full time

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 on the hunt for an experienced and technically savvy Home Loans Portfolio Manager to spearhead the successful delivery of our organization's high-tech projects and portfolio growth. In this critical role, you will manage a residential mortgage portfolio, orchestrating efforts with product managers and multidisciplinary teams. Your focus will be on leveraging advanced project management techniques, ensuring effective technical communication, pinpointing areas for technological enhancement, and bolstering the overall technical integrity and success of each project.
Joining SoFi means you're part of a visionary enterprise reshaping financial services with cutting-edge technology. We blend the dynamism of a fast-paced startup with the robust leadership of an established industry player.
What you'll do:
As our Home Loans Portfolio Manager, your responsibilities will be to:

  • Facilitate high-level technical communication across projects and stakeholders including underwriting, operations, compliance and capital markets, guaranteeing flawless technical execution and information flow.
  • Monitor production and create reporting on the concentration limits of the portfolio including items such as credit score, LTV, DTI, lien position, documentation type, market, and property type.
  • Order, track and report refreshed values across the portfolio.
  • Monitor the portfolio for increasing risks such delinquencies, losses, and geographic areas with declining markets.
  • Complete Gap Analysis on Residential Mortgage Guidelines to different investors and product types.
  • Review and analyze loan deficiencies and exception requests to determine appropriate courses-of-action.
  • Lead the orchestration and management of a range of technical projects, ensuring close collaboration with product managers and diverse teams across technical domains.
  • Work intimately with technical project managers and product managers to drive the successful, on-time, and within-budget delivery of technical initiatives.
  • Play a key role in the development and implementation of organizational strategies, with a special emphasis on technical and innovative aspects.
  • Conduct thorough technical portfolio reviews, assessing technical performance, identifying technical risks, and formulating strategies to mitigate them.

What you'll need:

  • Bachelor's degree with a minimum of 8 years of experience in technical project management, particularly managing a diverse portfolio of complex technical projects.
  • Residential Mortgage experience in either operations, underwriting, or capital markets.
  • Thorough understanding and strong working knowledge of credit, underwriting, credit policy, financial statement analysis and property evaluation.
  • Be a self-started with expertise in guiding project success within a dynamic and technically demanding environment, utilizing tools such as SQL, Tableau, Airtable, JIRA, Confluence, and various project planning software applications.
  • Exceptional communication and interpersonal skills, essential for effective collaboration across multidisciplinary technical teams and stakeholders. Proficiency in leveraging technical communication platforms and tools is crucial.
  • Proven track record of technical project delivery, ensuring projects are executed on time, within budget, and meet stringent technical standards.
  • Outstanding organizational and multitasking abilities, especially in a dynamic, fast-paced, and technically driven environment. Proficiency in using project planning software to manage complex project timelines and resources.
  • Proactive problem-solving skills with a results-oriented mindset, especially in addressing complex technical challenges.

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 candidate's 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 Rights
SoFi 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
Due 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.

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