Business Analyst, Creative Development

Description

This position will report to and operate within CV3 Financial Services, a dedicated subsidiary of CV3 Holdings.

CV3 Financial Services provides financing for non-owner-occupied investment properties, providing flexible loan solutions combined with the experience our customers can trust.

CV3 is more than just a lender. We partner with our customers to accelerate real estate opportunities and are invested in their success. We leverage the best technology to eliminate complexity and simplify the loan process, while never losing sight of the value of building personal relationships with our customers.

We've set the bar high. The aspirational mission is to be the #1 choice as a trusted capital partner for real estate investors. We are ready when you are!

Great people make great companies. CV3 has nurtured a people-first culture, an entrepreneurial team, and a disciplined craft that fuels innovation and delivers results. We create lasting client relationships based on trust and transparency. We cultivate these relationships by taking amazing care of our people and our customers. Above all, what sets us apart are our five Core Values, which guide everything we do.

Work Location:

This is a fully onsite position based at our El Segundo, CA office. Candidates must be available to work in the office five days per week.

The Business Technology Analyst supports CV3's lending technology, users, and product-development process. This position serves as the primary point of contact for the Creative Development Helpdesk, administers user access and external broker accounts, supports the development of Borrower Center and Mortgage Cadence Platform, and tests system enhancements and bug fixes before release. This role works closely with business users, department leadership, IT, and software developers to resolve problems, document enhancement requests, test solutions, and improve the systems used throughout the loan lifecycle.

• Manage the Creative Development Helpdesk in GoTo Resolve; acknowledge tickets within one business hour and respond the same day to tickets received before 4:00 p.m.
• Troubleshoot Borrower Center and Mortgage Cadence Platform processes, functionality, access, account, and permission issues.
• Escalate unresolved issues, communicate status and next steps, and document resolutions.
• Identify recurring support issues and recommend training, documentation, process, or system improvements.
• Administer user accounts, roles, permissions, and access changes; coordinate account creation with IT and maintain accurate records.
• Create and maintain external broker accounts and sites based on approved Broker Request Forms.
• Run the broker-creation RPA daily
• Complete broker requests within established service levels and communicate results or missing information.
• Reproduce and document defects; coordinate with users and developers; and track enhancement and defect items.
• Test enhancements, configurations, and fixes in Staging and QA; document results, retest defects, and perform regression testing.
• Support release validation and post-deployment monitoring and communicate release readiness to department leadership.
• Complete approved Mortgage Cadence Platform configurations and maintain related documentation.
• Create and maintain Outbox emails; test content, formatting, recipient logic, triggers, and data fields before deployment.
• This position may involve handling confidential and sensitive information as part of its daily responsibilities. Employees are expected to exercise discretion and protect all sensitive data, including but not limited to personal information, loan details, business and financial records, and proprietary materials.

Specialty Discipline…