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The role:

We are seeking an Operations Control Analyst - SMB who will support the Vendor Relationship Manager in maintaining the operational integrity and regulatory compliance of third-party vendors within the Small Business Lending unit. This role focuses on the execution of the control framework, ensuring that vendor activities across the entire SMB lifecycle-including sales, servicing, and collections-align with SoFi's internal policies and external regulatory requirements.

What you'll do:

To assist the Vendor Relationship Manager - SMB in maintaining the operational integrity of the Small Business Lending unit, the Operations Control Analyst - SMB will focus on the following structured responsibilities:

• Process Integrity and Resilience: You will execute consistent monitoring and rigorous testing of vendor processes to ensure all workflows are thoroughly documented, testable, and capable of supporting long-term operational resilience.

• Risk Mitigation and Compliance: Working closely with the Vendor Manager and the Operations Exam & Control Support Manager, you will assess vendor risk across customer acquisition and servicing to ensure alignment with internal policies and regulatory requirements.

• Data-Driven Insights: By utilizing advanced Excel or Google Sheets functions, you will analyze vendor-level performance metrics to proactively identify operational friction, failure points, and critical control gaps.

• Governance and Reporting Support: You will support the maintenance of the vendor governance model by updating performance scorecards, tracking established escalation pathways, and preparing comprehensive data for formal performance reviews.

• Audit and Remediation Management: You will play a key role in preparing for audits and regulatory exams, while also supporting the completion of Corrective Action Plan (CAP) remediation projects to ensure compliance standards are met.

• Strategic Cross-Functional Alignment: You will partner with the Vendor Manager - SMB to ensure that all third-party operations remain strictly aligned with the evolving business strategy and internal operational controls.

What you'll need:

• Experience: 3+ years in operations, program management, or lending operations (FinTech or banking background preferred).

• Strong verbal and written communication skills

• Technical Skills: Advanced proficiency in Excel/Google Sheets for data analysis and PowerPoint/Google Slides for management-level reporting.

• Analytical Rigor: Strong ability to translate complex performance metrics into actionable business insights and risk assessments.

• Communication: Effective verbal and written communication skills for collaborating across highly cross-functional teams.

• Experience with Powerpoint/Google Slides, ability to effectively create presentations and present to management

• Regulatory Knowledge: Familiarity with risk frameworks, compliance expectations, and operational controls within a regulated financial environment.

Nice to have:

• Experience in Small Business lending, servicing, or card operations

• Experience supporting audits, regulatory exams, or CAP remediation projects