Business Analyst / Project Manager – Loan Acquisition & Origination Platforms

About the role

The role bridges business requirements and technical delivery, working closely with the Product Owner to plan, define, and execute platform improvements.

Responsibilities

• Partner with the Product Owner and business stakeholders to gather, document, and validate business and functional requirements for loan acquisition and origination platform changes and enhancements.
• Translate complex mortgage business processes (loan acquisition, underwriting, origination, closing, and purchase workflows) into clear user stories, process flows, and functional specifications.
• Conduct gap analyses between current-state and desired future-state processes/systems.
• Facilitate requirements workshops and walkthroughs with business and technical stakeholders.
• Support system configuration decisions, data mapping, and business rule definition.
• Aid in developing test plans and acceptance criteria; support or lead User Acceptance Testing (UAT) to confirm enhancements meet business intent.
• Identify downstream impacts of platform changes on operational teams, reporting, and compliance requirements.
• Develop and maintain project plans, schedules, and roadmaps for platform enhancement initiatives, in coordination with the Product Owner.
• Manage project scope, timeline, risks, issues, and dependencies across multiple concurrent initiatives.
• Cook up and coordinate with IT, QA, vendors, and business teams to ensure on-time, on-budget delivery of releases.
• Lead or support recurring project status meetings, steering committee updates, and stakeholder communications.
• Track and report on project milestones, budget, and resourcing to leadership.
• Manage change control processes, ensuring changes are properly scoped, approved, and communicated.
• Support release planning and coordination, including go-live readiness and post-implementation review.
• Serve as a subject matter resource on loan acquisition and origination workflows, systems, and industry practices.
• Maintain a working knowledge of applicable mortgage regulatory and compliance requirements (e.g., TRID, RESPA, investor guidelines) as they relate to platform functionality.
• Build strong working relationships with platform vendors and internal technical teams to escalate and resolve issues.
• Partner closely with platform System Administrators on system configuration, access/permissions, environment readiness, and technical issue resolution related to enhancement initiatives.

Requirements

• Bachelor's degree in Business, Finance, Information Systems, or related field, or equivalent professional experience.
• 3–5+ years of mortgage industry experience, with direct exposure to loan acquisition and/or loan origination processes (correspondent lending, wholesale, or retail origination experience a plus).
• 2+ years of experience in a Business Analyst and/or Project Manager role, ideally supporting technology or platform initiatives.
• Demonstrated experience gathering and documenting business requirements and managing them through delivery.
• Experience managing projects using standard PM methodologies (Agile, Waterfall, or hybrid).
• Strong understanding of loan origination systems (LOS) and/or loan acquisition platforms (e.g., Encompass, Empower, or similar).
• Excellent written and verbal communication skills, with the ability to translate between business and technical audiences.
• Strong organizational skills with the ability to manage multiple priorities and initiatives simultaneously.
• Proficiency with project management and collaboration tools (e.g., Jira, Confluence, MS Project, Smartsheet).

Qualifications

• PMP, CSM/CSPO, or other relevant project management/Agile certification.
• Experience working directly with Product Owners or Product Managers in a Product-led delivery model.
• Familiarity with secondary market/loan acquisition workflows and investor delivery requirements.
• Experience with data analysis or SQL for requirements validation and reporting.
• Prior experience in a non-bank mortgage lender, correspondent investor, or fintech environment.

Skills

• Business Analysis & Requirements Management: Gathers, analyzes, and translates complex business needs into clear, actionable requirements that support successful platform enhancements.
• Project & Delivery Management: Plans, coordinates, and manages multiple technology initiatives, ensuring projects are delivered on time, within scope, and aligned with business objectives.
• Mortgage Platform Expertise: Demonstrates strong knowledge of loan acquisition, loan origination, mortgage operations, and regulatory requirements to support effective platform solutions.
• Stakeholder Collaboration: Builds strong relationships across business, technology, vendors, and leadership to facilitate communication, alignment, and successful project outcomes.
• Analytical Problem Solving: Evaluates business processes, identifies improvement opportunities, manages risks, and develops practical, scalable solutions.
• Change Management & Continuous Improvement: Supports organizational change by driving process improvements, coordinating system enhancements, and promoting adoption of new capabilities.

Benefits

Competitive compensation package, including base salary and performance-based bonus opportunities
401(k) plan with 100% company match up to 4%
Comprehensive health coverage: medical, dental, vision, HSA, and FSA options
Generous paid time off: 20 days PTO, company holidays, and sick time
Paid parental leave
Company-paid life insurance and disability coverage
Employee Assistance Program (EAP): mental health, financial, and wellness support
Professional development: tuition reimbursement and growth opportunities