SoFiSenior Dialer Analyst
SoFi is hiring a Senior Dialer Analyst. Level rates it ; you can apply on SoFi.
Level's read on this job
- On Level's scale, this role is Little AI ●○○○: aI is not part of the work.
- Tools and skills the posting cites include Excel, SQL and Tableau.
- Level classifies it as a senior role.
- Level lists 58 other open roles at SoFi.
AI in this role
Manage outbound and inbound dialer operations, analytics, and regulatory compliance for collections and recovery business planning.
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:
This Senior Dialer Analyst role reports to the Senior Director, Collections and Recovery Business Planning, Project Management & Analytics (BP&A).
The Senior Dialer Analyst is a key member of our team here at SoFi, responsible for supporting all of our outbound/inbound dialer operations for Personals Loans, Credit Cards, and Loan Origination Outreach . Overall, work will also include driving Dialer improvement efforts in efficiency, effectiveness, and productivity, including implementing initiatives across 1LOD Business Controls.
What you'll do:
Operational Management
- Help the team manage daily dialer operations, ensuring campaigns start on time, run efficiently, and meet intensity targets.
- Identify and resolve technical issues, collaborating with IT and Telephony teams to implement upgrades and patches.
- Monitor agent status in real-time to maximize productivity and reduce idle time.
Analytics & Reporting
- Create and maintain dashboards to track MTD metrics and validate the effectiveness of calling strategies.
- Analyze dialer metrics to provide recommendations for improving efficiency and effectiveness.
Risk & Compliance
- Ensure all dialing activities comply with FDCPA, Reg F, TCPA, and state laws.
- Partner with Risk stakeholders to establish control inventories, descriptions, and workflows for consistent testing.
- Proactively monitor regulatory changes and support remediation efforts to address control gaps.
Strategic Collaboration
- Work with business partners to identify staffing gaps, monitor agent patterns, and plan future initiatives.
- Develop training materials and communication tools to share best practices and program enhancements with stakeholders.
Typical KPIs (A Senior Dialer Analyst is often responsible for improving):
- Right Party Contact Rate (RPC)
- Promise-to-Pay (PTP)
- Dollars Collected
- Roll Rates
- Delinquency Cure Rate
- Queue Penetration
- Agent Occupancy
- Average Handle Time (AHT)
- Abandon Rate
- Contact Rate
- Connect Rate
- Cost per Contact
- Cost per Dollar Collected
What you’ll need:
- Experience working in a fast paced, collections call center environment
- Some knowledge of outbound collection regulations and rules (FDCPA Reg F, TCPA, & State laws)
- Proven ability to analyze complex data sets to identify trends, performance gaps, and opportunities for improvement. Experience with Tableau or similar data visualization tools is preferred.
- A Bachelor's Degree in Telecommunications, Information Technology, or related field, or 5 years of relevant technical experience in lieu of a degree.
- Strong written and verbal communication skills, ability to articulate issues, and create reports used by senior management
- Strong ability to create a culture of ownership, accountability, collaboration, and ability to influence at different levels.
- Ability to work independently with limited daily supervision while meeting deadlines.
- Ability to navigate through ambiguity, manage and coordinate multiple project assignments, and deliver on commitments.
- Partnership mindset to ensure we have positive and productive working relationships with auditors and examiners.
- Experience with risk data, reporting, and analysis; including systems.
- Experience in highly-matrixed, fast-paced environments.
Preferred:
- Previous experience in Banking or Fintech
- Experience working with an auto-dialer (Preferably the Genesys Outbound Dialer)
- Utilize SQL queries to extract, analyze, and manipulate data for performance monitoring and strategic decision-making
How we rate this
Senior Dialer Analyst at SoFi rates 0 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.
Little AI. AI is not part of the work.
- ●●●● Builds AI80 to 100
- ●●●○ Works on AI60 to 79
- ●●○○ Uses AI40 to 59
- ●○○○ Little AI0 to 39
Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.
Prepare for this job
Built from this posting and from similar jobs on Level.
Skills and AI tools this role asks for
Questions you could be asked
- Tell me about a project where dialer operations was part of your work. What did you do?
- Tell me about a project where data analysis was part of your work. What did you do?
- Tell me about a project where risk compliance was part of your work. What did you do?
- Tell me about a project where dashboarding was part of your work. What did you do?
- Walk me through how you've used Excel in your day-to-day work.
Adapt your resume
- List these exact terms on your resume: Dialer Operations, Data Analysis, Risk Compliance, Dashboarding, and Excel. An applicant tracking system matches the wording, not the idea.
- Attach one line of real, concrete experience to at least one of them. A tool named with nothing behind it rarely survives a human read.
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