SENIOR BUSINESS ANALYST / PROJECT MANAGER
Logan Finance Corporation · United States · 1 mo ago
RemoteRemoteResearchFull-time
We need to output HTML fragment with headings
for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. The posting includes: Position Overview (we can map to About the role). Key Responsibilities (Responsibilities). Qualifications (Qualifications). Key Skills & Competencies (Skills). Technical Competencies maybe also part of Skills? Could be separate but we can combine into Skills. There's no explicit Benefits, Pay, Schedule content. So we omit those sections. Also we need to include maybe a short
for metadata like Location, Reports To, Department? The instruction: do NOT put Job ID/requisition numbers as headings — fold minor metadata into a short
or drop it. So we can include a
with Location: Remote, Reports To: SVP, Underwriting Transformation and Strategy, Department: Credit. Also maybe Position Overview is covered by About the role. We must preserve all substantive information, not invent or summarize away detail. Must not omit details. So we need to include all responsibilities, qualifications, skills, technical competencies etc. Must not create sections with placeholder text. We need to use
- for any list of duties/requirements/benefits, and
for prose. Thus we will produce:
About the role
Location: Remote. Reports To: SVP, Underwriting Transformation and Strategy. Department: Credit.
[Position Overview paragraph...]
ThenResponsibilities
- ... each bullet from Key Responsibilities sections. Need to break down each bullet into list items. The responsibilities are long paragraphs with multiple sentences; we can split into separate list items for each distinct duty. Must preserve all info. We'll need to parse the responsibilities text and create list items.
Let's extract responsibilities:
Key ResponsibilitiesUnderwriting Transformation Program Delivery Independently manage the portfolio of initiatives supporting the underwriting transformation strategy, including credit decisioning models, delegated authority changes, escalation reduction, and workflow redesign, from initiation through implementation and stabilization.Develop and maintain detailed project plans, roadmaps, and delivery milestones aligned to the SVP's underwriting strategy priorities.Proactively identify, assess, and mitigate risks, issues, and dependencies across interrelated underwriting workstreams.Establish governance, reporting, and escalation routines that give the SVP and cross-functional stakeholders timely visibility into progress, risk, and decisions.Drive accountability across Credit, Operations, Technology, and offshore teams to ensure transformation commitments and deliverables are met. Business Analysis & Requirements, Credit, Quality, and Technology Lead requirements gathering, discovery sessions, and stakeholder interviews with to define business, operational, and system requirements for improvement initiatives.Analyze underwriting workflows, escalation themes, QC/TPR findings, and productivity data to identify root causes and recommend sustainable process and policy solutions.Develop high-quality artifacts such as business requirements documents (BRDs), functional requirements, process flows, gap analyses, and impact assessments that support technology roadmap prioritization and workflow redesign decisions.Translate complex credit, risk, and technology concepts into documentation suitable for underwriting staff, underwriting managers, and technology teams.Identify opportunities to streamline underwriting workflows, reduce touches and handoffs, and improve productivity without compromising credit quality. Offshore Underwriting Expansion Support Support the design, documentation, and rollout of the offshore business-purpose (DSCR) underwriting operating model, including workflow, escalation, quality, and service-level protocols.Document standard operating procedures, training materials, and performance expectations that ensure offshore teams operate to the same credit, quality, and customer-service standards as domestic teams.Track implementation milestones, readiness, and risk for offshore expansion initiatives and related business cases. Change Management & Implementation Develop and execute structured change management plans that define scope, stakeholder impact, readiness criteria, and adoption strategies for underwriting process, policy, and technology changes.Partner with underwriting leadership and managers to prepare teams for changes to authority levels, decisioning tools, conditions, and workflow.Maintain thorough documentation of change control processes, decision logs, and implementation readiness assessments.Monitor adoption and effectiveness of implemented changes and recommend adjustments as needed. Measurement & Performance Reporting Develop and maintain reporting and dashboards that measure the performance and impact of implemented underwriting initiatives against defined success metrics, escalating variances to the SVP and stakeholders.Analyze post-implementation data and trends to identify and validate emerging risks or improvement opportunities, translating findings into recommended process, policy, or technology adjustments. Operational Readiness & Implementation Oversight Lead operational readiness assessments in advance of underwriting process, policy, and technology go-lives, confirming staffing, training completion, system configuration, job aids, and escalation paths are in place across domestic and offshore teams.Develop and track readiness checklists, entrance/exit criteria, and go/no-go recommendations, and present readiness status to the SVP and stakeholders ahead of key milestones.Provide hands-on implementation oversight during rollout, actively engaging with underwriting managers, Technology, and vendors to monitor adoption, performance, and emerging issues in real time.Coordinate cutover and go-live logistics, including sequencing, contingency/rollback planning, and communication to affected teams.Remain actively engaged with business owners through stabilization, identifying readiness or performance gaps and driving them to resolution. Cross-Functional Collaboration & Stakeholder Engagement Act as a liaison between the SVP, underwriting leadership, Credit, Operations, Sales, Technology, Capital Markets, Quality Control, Appraisal, Condo Review, and third-party vendors.Facilitate workshops, working sessions, and decision forums to drive alignment on underwriting transformation initiatives.Communicate project progress, risks, and key decisions clearly and effectively to stakeholders at all organizational levels, including executive leadership.Build strong working relationships that foster trust, transparency, and collaboration across credit and operational functions. Documentation & Knowledge Management Create and maintain comprehensive procedural, operational, and training documentation that supports standardized, consistent underwriting execution across teams, products, channels, and locations.Ensure documentation is structured, accessible, and usable by both underwriting and technology audiences.Establish documentation standards and best practices to improve clarity, consistency, and long-term maintainability. User Acceptance Testing (UAT) & Implementation Support Plan and coordinate UAT for enhancements and other underwriting technology changes, including test planning and scenario development grounded in real underwriting workflows.Ensure deliverables meet defined underwriting business requirements and operational expectations.Facilitate issue triage and resolution in partnership with Technology and vendor teams.Support implementation readiness and post-deployment stabilization for underwriting technology and process changes.
We need to split into list items. Could group by subheadings but we can just make each sentence a list item. However must preserve all info; splitting sentences is okay as long as we don't lose content. We'll produce
- with many
- items.
Similarly for Qualifications: Required Experience bullet list? Actually it's a paragraph with multiple sentences separated by periods. We'll split.
Preferred Experience also.
Skills: Key Skills & Competencies paragraph.
Technical Competencies paragraph.
We'll include Qualifications section with subparts? The instruction: use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we have Qualifications heading. Inside we can have
for prose and
- for lists. We'll treat Required Experience as list items, Preferred Experience as list items.
Skills heading: we can put Key Skills & Competencies as list items.
Technical Competencies maybe also under Skills? Could be separate but we have no separate heading for Technical Competencies; we could include under Skills as additional list items.
We must not invent sections like Requirements if no content. There's no explicit Requirements separate from Qualifications; we can omit Requirements.
Now produce HTML.
Let's craft.
First, metadata paragraph:
Location: Remote. Reports To: SVP, Underwriting Transformation and Strategy. Department: Credit.
Then About the role: we need to include Position Overview paragraph. Position Overview: "Logan Finance is hiring a senior-level Business Analyst / Project Manager to serve as a key execution partner to the SVP, Underwriting Transformation and Strategy. This role is dedicated to driving the initiatives that transform how underwriting decisions are made, communicated, measured, and delivered across the organization. The successful candidate will translate the SVP's strategic priorities, credit decisioning and delegation of authority, customer-first service delivery, underwriting quality and training, technology adoption, workflow and process transformation, offshore underwriting expansion, and underwriting talent development, into clearly structured plans, requirements, and documentation that drive disciplined, measurable execution, with hands-on operational readiness and implementation oversight through go-live and stabilization in partnership with Business Optimization & Change Management (BOCM) and adherence to Change Delivery policies & procedures. This role requires more than general mortgage origination experience. It requires a professional with credible, hands-on underwriting, quality control, and/or credit policy knowledge, including recent experience underwriting Non-QM loan products (preferred), who can accurately capture requirements, assess operational and credit-risk impact, and partner effectively with Credit, Operations, Sales, Technology, Capital Markets, Quality Control, Appraisal, Condo Review, and third-party service providers. This individual will operate comfortably as both a delivery leader and a strategic analyst, capable of connecting the SVP's underwriting transformation objectives to detailed, on-the-ground execution plans." We'll put that in. Now Responsibilities: We'll create
- with each distinct responsibility.
Let's break down:
1. Independently manage the portfolio of initiatives supporting the underwriting transformation strategy, including credit decisioning models, delegated authority changes, escalation reduction, and workflow redesign, from initiation through implementation and stabilization.
2. Develop and maintain detailed project plans, roadmaps, and delivery milestones aligned to the SVP's underwriting strategy priorities.
3. Proactively identify, assess, and mitigate risks, issues, and dependencies across interrelated underwriting workstreams.
4. Establish governance, reporting, and escalation routines that give the SVP and cross-functional stakeholders timely visibility into progress, risk, and decisions.
5. Drive accountability across Credit, Operations, Technology, and offshore teams to ensure transformation commitments and deliverables are met.
6. Lead requirements gathering, discovery sessions, and stakeholder interviews to define business, operational, and system requirements for improvement initiatives.
7. Analyze underwriting workflows, escalation themes, QC/TPR findings, and productivity data to identify root causes and recommend sustainable process and policy solutions.
8. Develop high-quality artifacts such as business requirements documents (BRDs), functional requirements, process flows, gap analyses, and impact assessments that support technology roadmap prioritization and workflow redesign decisions.
9. Translate complex credit, risk, and technology concepts into documentation suitable for underwriting staff, underwriting managers, and technology teams.
10. Identify opportunities to streamline underwriting workflows, reduce touches and handoffs, and improve productivity without compromising credit quality.
11. Support the design, documentation, and rollout of the offshore business-purpose (DSCR) underwriting operating model, including workflow, escalation, quality, and service-level protocols.
12. Document standard operating procedures, training materials, and performance expectations that ensure offshore teams operate to the same credit, quality, and customer-service standards as domestic teams.
13. Track implementation milestones, readiness, and risk for offshore expansion initiatives and related business cases.
14. Develop and execute structured change management plans that define scope, stakeholder impact, readiness criteria, and adoption strategies for underwriting process, policy, and technology changes.
15. Partner with underwriting leadership and managers to prepare teams for changes to authority levels, decisioning tools, conditions, and workflow.
16. Maintain thorough documentation of change control processes, decision logs, and implementation readiness assessments.
17. Monitor adoption and effectiveness of implemented changes and recommend adjustments as needed.
18. Develop and maintain reporting and dashboards that measure the performance and impact of implemented underwriting initiatives against defined success metrics, escalating variances to the SVP and stakeholders.
19. Analyze post-implementation data and trends to identify and validate emerging risks or improvement opportunities, translating findings into recommended process, policy, or technology adjustments.
20
- for lists. We'll treat Required Experience as list items, Preferred Experience as list items.
Skills heading: we can put Key Skills & Competencies as list items.
Technical Competencies maybe also under Skills? Could be separate but we have no separate heading for Technical Competencies; we could include under Skills as additional list items.
We must not invent sections like Requirements if no content. There's no explicit Requirements separate from Qualifications; we can omit Requirements.
Now produce HTML.
Let's craft.
First, metadata paragraph:
- items.
Similarly for Qualifications: Required Experience bullet list? Actually it's a paragraph with multiple sentences separated by periods. We'll split.
Preferred Experience also.
Skills: Key Skills & Competencies paragraph.
Technical Competencies paragraph.
We'll include Qualifications section with subparts? The instruction: use
- ... each bullet from Key Responsibilities sections. Need to break down each bullet into list items. The responsibilities are long paragraphs with multiple sentences; we can split into separate list items for each distinct duty. Must preserve all info. We'll need to parse the responsibilities text and create list items.
Let's extract responsibilities:
Key ResponsibilitiesUnderwriting Transformation Program Delivery Independently manage the portfolio of initiatives supporting the underwriting transformation strategy, including credit decisioning models, delegated authority changes, escalation reduction, and workflow redesign, from initiation through implementation and stabilization.Develop and maintain detailed project plans, roadmaps, and delivery milestones aligned to the SVP's underwriting strategy priorities.Proactively identify, assess, and mitigate risks, issues, and dependencies across interrelated underwriting workstreams.Establish governance, reporting, and escalation routines that give the SVP and cross-functional stakeholders timely visibility into progress, risk, and decisions.Drive accountability across Credit, Operations, Technology, and offshore teams to ensure transformation commitments and deliverables are met. Business Analysis & Requirements, Credit, Quality, and Technology Lead requirements gathering, discovery sessions, and stakeholder interviews with to define business, operational, and system requirements for improvement initiatives.Analyze underwriting workflows, escalation themes, QC/TPR findings, and productivity data to identify root causes and recommend sustainable process and policy solutions.Develop high-quality artifacts such as business requirements documents (BRDs), functional requirements, process flows, gap analyses, and impact assessments that support technology roadmap prioritization and workflow redesign decisions.Translate complex credit, risk, and technology concepts into documentation suitable for underwriting staff, underwriting managers, and technology teams.Identify opportunities to streamline underwriting workflows, reduce touches and handoffs, and improve productivity without compromising credit quality. Offshore Underwriting Expansion Support Support the design, documentation, and rollout of the offshore business-purpose (DSCR) underwriting operating model, including workflow, escalation, quality, and service-level protocols.Document standard operating procedures, training materials, and performance expectations that ensure offshore teams operate to the same credit, quality, and customer-service standards as domestic teams.Track implementation milestones, readiness, and risk for offshore expansion initiatives and related business cases. Change Management & Implementation Develop and execute structured change management plans that define scope, stakeholder impact, readiness criteria, and adoption strategies for underwriting process, policy, and technology changes.Partner with underwriting leadership and managers to prepare teams for changes to authority levels, decisioning tools, conditions, and workflow.Maintain thorough documentation of change control processes, decision logs, and implementation readiness assessments.Monitor adoption and effectiveness of implemented changes and recommend adjustments as needed. Measurement & Performance Reporting Develop and maintain reporting and dashboards that measure the performance and impact of implemented underwriting initiatives against defined success metrics, escalating variances to the SVP and stakeholders.Analyze post-implementation data and trends to identify and validate emerging risks or improvement opportunities, translating findings into recommended process, policy, or technology adjustments. Operational Readiness & Implementation Oversight Lead operational readiness assessments in advance of underwriting process, policy, and technology go-lives, confirming staffing, training completion, system configuration, job aids, and escalation paths are in place across domestic and offshore teams.Develop and track readiness checklists, entrance/exit criteria, and go/no-go recommendations, and present readiness status to the SVP and stakeholders ahead of key milestones.Provide hands-on implementation oversight during rollout, actively engaging with underwriting managers, Technology, and vendors to monitor adoption, performance, and emerging issues in real time.Coordinate cutover and go-live logistics, including sequencing, contingency/rollback planning, and communication to affected teams.Remain actively engaged with business owners through stabilization, identifying readiness or performance gaps and driving them to resolution. Cross-Functional Collaboration & Stakeholder Engagement Act as a liaison between the SVP, underwriting leadership, Credit, Operations, Sales, Technology, Capital Markets, Quality Control, Appraisal, Condo Review, and third-party vendors.Facilitate workshops, working sessions, and decision forums to drive alignment on underwriting transformation initiatives.Communicate project progress, risks, and key decisions clearly and effectively to stakeholders at all organizational levels, including executive leadership.Build strong working relationships that foster trust, transparency, and collaboration across credit and operational functions. Documentation & Knowledge Management Create and maintain comprehensive procedural, operational, and training documentation that supports standardized, consistent underwriting execution across teams, products, channels, and locations.Ensure documentation is structured, accessible, and usable by both underwriting and technology audiences.Establish documentation standards and best practices to improve clarity, consistency, and long-term maintainability. User Acceptance Testing (UAT) & Implementation Support Plan and coordinate UAT for enhancements and other underwriting technology changes, including test planning and scenario development grounded in real underwriting workflows.Ensure deliverables meet defined underwriting business requirements and operational expectations.Facilitate issue triage and resolution in partnership with Technology and vendor teams.Support implementation readiness and post-deployment stabilization for underwriting technology and process changes.
We need to split into list items. Could group by subheadings but we can just make each sentence a list item. However must preserve all info; splitting sentences is okay as long as we don't lose content. We'll produce