• Lead planning, architecture discussions, and execution of complex integrations with external lender partners on the Dealertrack platform • Serve as the senior technical liaison for high‑visibility partner implementations and platform migrations • Provide advanced pre‑sales technical consultation to support solution design and ensure alignment with Dealertrack capabilities and partner requirements • Coordinate, manage, and track all project deliverables using internal tools such as Salesforce and Rally • Oversee upgrades, conversions, and large-scale partner transitions, ensuring minimal disruption and high-quality outcomes • Own escalated issues end-to-end, ensuring cross-functional alignment, timely updates, and complete resolution • Guide and coordinate cross-functional teams—including Engineering, Product, and Support—to execute strategic partner initiatives • Maintain strong relationships with engineering teams to prioritize fixes, enhancements, and production support needs • Maintain expertise in Dealertrack products, integration frameworks, and support protocols • Identify and champion process improvements to reduce service issues, accelerate timelines, and improve partner experience • Contribute to best practices, documentation, and standards for integration and support workflows • Support production deployments, partner cutovers, and critical outages as needed, including off-hours and on-call coverage • Mentor and provide technical guidance to systems integration analysts across the team

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: The Appraisal Orders Analyst supports internal loan teams by managing the end-to-end appraisal order process to ensure timely, accurate, and compliant execution. This role exists to keep appraisal workflows moving efficiently by monitoring active orders, coordinating with Appraisal Management Companies (AMCs), and proactively addressing risks that could delay loan closings. Reporting to the Appraisal Orders Manager, the analyst serves as a key operational partner to loan teams by maintaining visibility into appraisal status, enforcing policy, and escalating issues before they impact service levels or borrower experience. What you’ll do: - Enforce Appraisal Orders policy, currently governed under the Lock Desk Policy and Procedures. - Manage appraisal orders using Reggora, the Appraisal Orders shared inbox, and applicable Encompass pipelines to support efficient file movement. - Monitor active appraisal pipelines to identify orders at risk and proactively escalate delays or issues to the appropriate internal teams or vendors. - - Serve as a first point of contact between Appraisal Management Companies (AMCs) and internal loan teams to resolve questions, issues, or discrepancies. - Assist internal partners with FHA and VA case number transfers, appraisal transfers, credit card refund and charge requests, and appraisal-related escalations. - Monitor the shared Appraisal Orders email inbox to ensure requests are addressed within established SLAs and team performance standards are met. - Ensure appraisal fees are accurate and orders are placed and delivered in a timely manner with approved AMCs. - Review and respond to Reggora messages to support timely appraisal delivery and issue resolution. - Maintain a high level of accuracy, organization, and confidentiality while managing an assigned appraisal pipeline. This is a hybrid role requiring two days per week in the Charlotte, NC or Frisco, TX office. The position is Monday through Friday, 40 hours per week, with overtime available based on business volume. What you’ll need: - Proficiency in Microsoft Excel and comfort working across multiple systems and pipelines. - Ability to work quickly, accurately, and independently in a fast-paced, deadline-driven environment. - Experience managing sensitive information and working under a high level of confidentiality. - Ability to manage an assigned pipeline that includes FHA and VA loan products. - Strong attention to detail with effective time management and organizational skills. - Excellent verbal, written, and interpersonal communication skills, with the ability to collaborate across teams. 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 RightsSoFi is committed to an inclusive culture. 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.

Role Description The Associate Analyst, Insights, plays a key supporting role in helping monitor contract compliance between pharmacy benefit managers (PBMs) and clients. This position is ideal for someone with strong analytical skills, attention to detail, and an interest in learning the pharmacy benefits industry. - Support the delivery of PBM Monitoring Insights from start to finish. - Validate claims and support files from PBMs for clients, communicate with the PBM about any discrepancies or questions, and deliver the final report to the client. - Use internal tools and templates to assist in configuring the contract details and analyzing the data. - Prepare charts, reports, and presentations that summarize analytical findings for client meetings. - Maintain accurate project documentation and workflows in project management systems. - Collaborate with Senior Analysts and internal teams to ensure timely, high-quality deliverables. - Contribute feedback on process improvements and tool enhancements. - Communicate with external clients on projects. Qualifications - 1–5 years of experience in analytics, healthcare consulting, benefits administration, or a related field (internships or academic experience acceptable). - Strong proficiency in Microsoft Excel and SQL. - Excellent organizational skills with a focus on accuracy and attention to detail. - Ability to work effectively in a fast-paced, deadline-driven environment. - Strong written and verbal communication skills. - Bachelor's degree in a Business, Finance, or Statistics related field. Requirements - Analytical and data-driven mindset. - Collaborative team player with a willingness to learn. - Strong problem-solving and critical thinking skills. - Effective communicator across technical and non-technical audiences. - Highly organized, with the ability to manage multiple priorities. Benefits - Base Salary Range: $65,000 - $70,000 annually. - An employee's pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, travel requirements, revenue-based metrics, any contractual agreements, and business or organizational needs. - The range listed is just one component of Truveris's total compensation package for employees.

Role Description The A/R Analyst reports to the Director of Operations and leads the analytical oversight of accounts receivable operations while providing strategic support to the A/R team. This role combines data analysis, process optimization, and team coordination through facilitating continuous training for established team members and newly hired team members and having an active role in End of Month processes to drive revenue cycle performance through evidence-based decision making. Responsibilities - Provides analytics & reporting to the Director of Client Operations through the following: - Conducts comprehensive A/R analysis including: - Denial management and root cause analysis - Out of period adjustment (OOPA) trends and impact assessment - Account inventory management and new facility onboarding audits - Cash flow optimization analysis - Payer behavior trending and pattern analysis - Develop and maintain analytical dashboards for key performance metrics - Facilitates the identification of issues and solutions by team members related to delays in achieving payment resolution - Completes routine Q/A reviews of work completed based on standard policies & procedures utilizing internal reporting tools - Ensures compliance with state and federal laws and regulations - Process Optimization & Strategy: - Serves as a Subject Matter Expert of A/R processes and reimbursement methodologies - Provides expert guidance on respective clients, regional payer trends and overall client specifics - Identify and implement improvements based on analytical findings - Coordinate with offshore team to optimize workflow and ensure data accuracy - Maintains thorough understanding of health insurance and government programs, when necessary - Team Development & Coordination: - Analyzes departmental training requirements and collaborates with the training team to implement data-driven quality assurance programs - Assists with onboarding and training new team members on A/R processes and reimbursement methodologies - Coordinate cross-functional initiatives between coding, billing, and cash applications teams - Monitors collection processes to determine cash flow improvement opportunities - Assists with generating, organizing and disseminating Month End reporting, narratives and summaries to clients Company Description