Portfolio Jobs

Looking for your next start-up role? Take a look at these exciting jobs at Ulu's portfolio companies.
174
companies
956
Jobs

Project Manager - Golden Pacific Bank

SoFi

SoFi

Operations
Sacramento, CA, USA
Posted on Jul 27, 2024

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 Project Manager of Golden Pacific Bank Division will organize, manage, and plan complex projects and programs. Coordinate cross-functional teams through meetings and progress measurements to complete projects both on time and within budget. Provide support to the Bank’s branches, Central Operations Department, and cash management staff and activities. This position also plays a key role in managing compliance by developing procedures, policies, and programs for the Golden Pacific Bank Division.

What you’ll do:

  • Outline the tasks involved in the project and delegate accordingly
  • Conduct risk assessments, report identified risks to management, and provide recommendations
    for mitigation of risk (including termination of the project if appropriate)
  • Address questions, concerns, and/or complaints throughout the project
  • Support branch operations, internal audits, and the Central Operations department
  • Collaborate with management to manage, develop, implement, and coordinate policies,
    procedures, and programs related to deposit product development and management, and other
    related functions.
  • Collaborate with other members of divisional senior management and key functions, including
    the Golden Pacific Bank Division President, Compliance, Finance, Credit, and Risk Management.
  • Partner in the coordination and operations of branch division banking activities training and
    supporting branch managers/staff, cash management, and central operations functions.
  • Respond to branch inquiries regarding day-to-day operations concerning operating
    methodologies and problem-solving.
  • Support staff development and performance.
  • Responsible for administration and results of operational branch audits and examinations.
  • Contact person for operational vendors and bank technology vendors.
  • Prepare and/ or review branch/central operations/division month-end reports, including deposit
    reports and operating loss reports.
  • Maintain, research, and produce operating policies and procedures for all branches and update
    as appropriate.
  • Adhere to bank policies and support SoFi management decisions and goals positively and professionally.
  • Represent Golden Pacific Bank and SoFi Bank with a high level of integrity and professionalism.
  • Comply with all Federal and State law. The employee will complete the required training and will be accountable for compliance with all Federal and State laws related to their job description.
  • Provide branch coverage and float to service customers as needed.
  • Perform other duties as assigned.

What you’ll need:

  • A high level of integrity, professionalism, and accountability.
  • Excellent oral and written communication abilities and strong interpersonal skills.
  • Leadership abilities and experience with effective decision-making processes, and ability to partner with Branch Leaders and Central Operations leadership teams.
  • Experience working with individuals and groups at all organizational levels.
  • Ability to work in a team environment.
  • Excellent customer service skills with the ability to respond to inquiries or complaints effectively
    and timely.
  • Ability to take initiative and prioritize tasks; good time management, organizational,
    and problem-solving skills.
  • Ability to maintain confidentiality of sensitive information.
  • Ability to study and apply new information.
  • Possess a work ethic that includes honesty, punctuality, and accuracy.
  • Knowledge of banking compliance rules and regulations.
  • Possess knowledge of US regulations regarding Bank Secrecy (BSA), Treasury Department’s
    Financial Records Keeping Regulation, USA Patriot Act, Office of Foreign Asset Control (OFAC),
    FACTA- ID Theft Prevention, various other anti-money laundering laws, and fraud prevention and
    mitigation.
  • Possess a valid California Driver’s License.
  • High school diploma; College degree strongly preferred but not an absolute requirement.
  • Minimum of 10 years of banking or credit union experience.

Nice to have:

  • Familiarity with IT platforms for financial institutions.● Experience working in the greater Sacramento and Yuba/Sutter markets.
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 Rights
SoFi is committed to embracing diversity. 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.