Business Analyst – Project Manager, Loan Acquisition & Origination Platforms

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.
• Assist 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.
• Coordinate across 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.
• Support the Product Owner in prioritizing and grooming the enhancement backlog.
• Build strong working relationships with platform vendors and internal technical teams to resolve issues.
• Partner closely with platform System Administrators on system configuration, access/permissions, environment readiness, and technical issue resolution related to enhancement initiatives.

• 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).

Demonstrates expertise in gathering and documenting business requirements for loan acquisition and origination platforms, with a strong understanding of mortgage regulatory compliance and project management methodologies. Proficient in facilitating stakeholder communication and managing project timelines, risks, and deliverables.