Senior Analyst, Lending Operations Strategy

Senior Analyst, Home Lending Operations Strategy

Operations Sales and Service NC - Charlotte
CA - San Francisco
UT - Cottonwood Heights

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 Senior Analyst, Home Lending Operations Strategy will be instrumental in shaping the future of mortgage origination s role focuses on delivering a best-in-class member experience and achieving industry‑leading turn times during periods of high growth. The successful candidate will partner closely with Product, Sales, Marketing, Credit, and Operations teams, providing both strategic thought leadership and hands‑on execution to drive service and speed with quality.

• Strategic Leadership:
  Manage and execute complex transformation projects within aggressive timelines for the Mortgage operations. This includes defining project scope, objectives, milestones and deliverables.
• Business Requirements & Process Redesign:
  Collaborate with stakeholders to gather, analyze, and document comprehensive business requirements. Design and implement optimized processes, workflows, and operational models to reduce processing times.
• Vendor Identification & Selection:
  Identify, evaluate, and select third‑party vendors and technology solutions that align with strategic objectives and project requirements. Manage vendor relationships throughout the project lifecycle.
• Onboarding & Change Management:
  Develop and execute comprehensive onboarding plans for new technologies, processes, and systems. Lead change management initiatives to ensure smooth adoption and integration within impacted teams, including communication, training, and support.
• Cross‑Functional
  
  Collaboration:
  
  Partner with teams across Marketing, Product, Credit, Risk, and Compliance to ensure alignment of business objectives and the successful implementation of transformation initiatives.

• Bachelor’s degree in Business, Finance, or a related field.
• 5‑7 years of proven experience in transformation project leadership and business process redesign within the home lending industry.
• Expertise in gathering, analyzing, and documenting comprehensive business requirements.
• Strong experience in designing and implementing optimized processes, workflows, and operational models.
• Proficiency in identifying, evaluating, and selecting third‑party vendors and technology solutions.
• Excellent cross‑functional collaboration skills, with the ability to partner effectively with diverse teams.
• Strong analytical skills with the ability to leverage data for insights (experience with data visualization tools and statistical analysis software is a plus, as is experience with SQL for data manipulation).
• Exceptional communication and interpersonal skills, capable of conveying complex information to both technical and non‑technical stakeholders, including executive leadership.

• Experience leading operations teams in Home Lending.
• Experience leading product teams or large scale technology deployments.
• Well versed on the relationships between a digital point of sale system, pricing engine, loan origination system, and customer relationship management systems in creating a sales ecosystem focused on sales effectiveness and efficiency.

• Competitive salary packages and bonuses
• Generous vacation and holidays
• Paid parental leave for eligible employees
• 401(k) and education on retirement planning
• Tuition reimbursement on approved programs
• Monthly contribution up to $200 to help you pay off your student loans
• Great health & well‑being benefits including: telehealth parental support, subsidized gym program

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