Senior Business Analyst

CMG Financial is a growing mortgage company that is looking for self-motivated individuals who can work with both customers and teammates and consistently deliver excellence.

We are currently looking for an experienced mortgage business software analyst to help our growing IT Team with maintaining and enhancing our business software. The BA will participate in stand-up meetings with both Technology and Business Partners to facilitate the understanding, clarification, and implementation of requirements of various past, ongoing, and future projects that are assigned. Our teams increasingly work alongside AI tools, and this analyst will help shape how we apply them to requirements and delivery.

In general, the role will include the creation/revision of the following analysis documents and deliverables:

Project Plans, Process Maps, Business Requirements, Business Rules, User Stories, User Flows, Acceptance Tests, Training Materials

ESSENTIAL DUTIES and RESPONSIBILITIES, include the following responsibilities, but not limited to:

• Create and maintain the strategic partnership between Business needs and Technology delivery.
• Responsible for developing business requirements and related business rules based on Business Group needs.
• Work closely with the Business Partner and Business Subject Matter Expert(s) in the definition, testing, training, implementation, and support of functional requirements.
• Identify requirements via industry standard analysis techniques such as data flow modeling, workflow analysis, and functional decomposition analysis. The Analyst will solicit requirements through interviews, surveys, workshops, trainings, and/or existing systems documentation or procedures.
• Responsible for training users as well as passing key business product knowledge and understanding to IT Management, Support, and Development teams.
• Use AI assistants to draft, analyze, and refine requirements, user stories, acceptance tests, and process documentation, and validate the results for accuracy, mortgage compliance, and business fit.
• Write clear, well-structured requirements and acceptance criteria that both people and AI tools can act on, and help Technology evaluate where AI can improve delivery.

QUALIFICATIONS AND EXPERIENCE:

• Strong mortgage software support background (4+ Years). LOS, Pricing Engines, Doc Vendors.
• Solid understanding of the latest mortgage compliance measures (LE, CD, LO Comp, TRID, ATR/QM, etc..).
• Strong understanding of mortgage business reporting and workflow for Sales, Operations, and Management.
• Strong background working as part of a cohesive IT Team.
• Strong technical skills coupled with business intelligence and a deep understanding of mortgage customers’ needs so that they can be transformed into application and operational requirements.
• Working knowledge of generative AI tools, including prompting, reviewing, and validating output, with sound judgment on when AI results can be trusted.
• Understanding of responsible AI use in a regulated environment, including protecting borrower data and nonpublic personal information.
• Strong verbal and written communication skills. Must be able to communicate effectively and confidently with users, team members and management.
• Must be flexible and willing to undertake a wide variety of challenging tasks.
• Strong facilitation skills. Must be able to elicit requirements from various personalities across organizational and geographical boundaries.
• Proven experience at driving consensus across multiple stakeholders.
• Willing and able to travel to company facilities to meet with business groups as needed.

SUPERVISORY RESPONSIBILITIES:

Direct Reports: N/A

PHYSICAL and ENVIRONMENTAL CONDITIONS:

This role operates in an ADA compliant office environment, utilizing typical office equipment and tasks including computer work. The position may involve partial stationary positions and moving throughout the day. Flexibility to work overtime to meet project deadlines is required.

COMPENSATION

CMG pays a competitive total salary which ranges from Entry Level $100,000 to Senior Level $130,000. Factors that affect base salary may include education, skills, years of experience, and mortgage industry knowledge.