Capital Markets Associate- Home Lending

SoFi is seeking a Capital Markets Associate for Home Lending in Reston, VA. The role involves preparing and analyzing reports related to home lending, ensuring data accuracy, supporting financial reporting, and collaborating with various departments. Candidates should have experience in financial reporting or capital markets, proficiency in tools like Excel and Tableau, and strong analytical skills. A degree in Finance or a related field is preferred.
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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 Capital Markets Reporting Analyst will be a key member of SoFi’s fast-growing Capital Markets team and will support the preparation and analysis of reports related to Home Lending activities.

What you’ll 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 you’ll 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
• Bachelor’s 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 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 accommodations@sofi.com.

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.