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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.
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.
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.
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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.
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
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.
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
Public U.S. digital financial-services company helping members borrow, save, spend, invest, and protect their money.
Visit company websiteJobs and hiring trendsUSD 70400-132000 yearly / year
Full-time
Senior · 5+ years experience
Remote
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