Sr. Business Analyst - LoanServ de-customization

About the Role

We are seeking a Senior Business Analyst / Consultant to lead the conversion from a highly customized version of LoanServ to the SaaS version of Sagent’s LoanServ Mortgage servicing system. This role requires extensive experience in current-state assessments, future-state system requirements, gap analysis, process and technical design, testing, and project execution.

While this is a remote role, travel to Oklahoma City, OK, one week per month will be required.

Responsibilities

• Current-State Assessment – Develop a comprehensive understanding of the existing custom loan onboarding process, including workflows, data inputs, controls, and system touchpoints; document current-state processing, roles, and dependencies; and identify risks, constraints, and operational considerations that may impact migration.
• Future-State Solution Design & Specifications – Define and document the future-state onboarding process aligned to system-defined capabilities, including end-to-end technical process mapping, data mappings between source systems and Sagent-defined fields, and full solution specifications covering functional requirements, assumptions, dependencies, and design decisions.
• Testing & Validation – Define testing scenarios and success criteria based on approved future-state design; support testing of the developed solution to validate alignment with documented process and data mappings; and identify, document, and recommend remediation for any defects, gaps, or deviations.
• Project Management & Execution Oversight – Serve as project manager for the loan onboarding migration; establish and maintain project plans, timelines, dependencies, and task ownership; coordinate cross-functional stakeholders to drive progress and resolve issues; and monitor and escalate risks as appropriate.
• Future-State Ownership Recommendation – Evaluate post-migration ownership options for the loan onboarding process, assess risks, control considerations, and required skillsets associated with each ownership model, and deliver a clear recommendation to senior leadership to support decision-making.

Requirements

• 10+ years of Business Analysis and/or Business Systems Analysis experience, with a strong focus on mortgage servicing platforms (Sagent LoanServ experience a plus).
• Expert-level functional knowledge of the Sagent LoanServ mortgage servicing system preferred, including loan boarding, servicing operations, data structures, batch processing, and system configuration.
• Previous experience supporting or leading LoanServ SaaS migrations, upgrades, or modernization initiatives.
• Extensive experience designing and documenting complex business and technical requirements for system conversions and data migration projects.
• Advanced SQL skills, including:
  • Writing complex SQL queries for data analysis and validation.
  • Designing SQL specifications for new data warehouse tables.
  • Creating and validating data mappings and transformation logic.
  • Supporting data reconciliation and testing activities.
• Strong experience with data mapping, data conversion, ETL concepts, and file layout design for enterprise system integrations.
• Experience documenting field-level transformation rules, business logic, source-to-target mappings, and technical specifications.
• Ability to analyze existing custom code, legacy batch processes, and data interfaces to design replacement solutions in a SaaS environment.
• Experience supporting User Acceptance Testing (UAT), System Integration Testing (SIT), and data validation for enterprise implementations.
• Strong understanding of relational database concepts, data modeling, and data warehouse principles.
• Experience working closely with software development teams to translate business requirements into technical specifications.

Preferred Qualifications

• Experience within mortgage servicing, banking, or financial services organizations.
• Experience with large-scale loan boarding implementations and servicing portfolio conversions.
• Knowledge of SaaS architecture and cloud-based enterprise application implementations.
• Familiarity with enterprise integration methods, including flat file processing, APIs, and automated data exchanges.
• Experience working within Agile, Scrum, or hybrid project delivery methodologies.
• Knowledge of data governance, data quality, and regulatory requirements related to mortgage servicing.

Skills

• Strong analytical and problem-solving skills with the ability to evaluate complex technical and business processes.
• Exceptional documentation skills, including business requirements, functional specifications, technical specifications, process flows, and data mapping documents.
• Ability to communicate effectively with technical developers, business stakeholders, and executive leadership.
• Proven ability to manage multiple workstreams and priorities within large, cross-functional implementation projects.
• Self-directed consultant capable of independently researching, designing, documenting, and validating technical solutions with minimal supervision.

Benefits

• Medical Insurance
• Dental Insurance
• Vision Insurance
• Life & Disability Insurances