Business Analyst / Project Manager – Loan Acquisition & Origination Platforms

Department: Systems Management

Employment Type: Full Time

Location: Bloomington, MN

Reporting To: Product Owner - LOS/LAS

Compensation: $120,000 - $130,000 / year

Description

Responsibilities and Duties:

• 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 escalate and resolve issues.
• Partner closely with platform System Administrators on system configuration, access/permissions, environment readiness, and technical issue resolution related to enhancement initiatives.

Education and Experience:

• 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). 

• PMP, CSM/CSPO, or other relevant project management/Agile certification.
• Experience working directly with Product Owners or Product Managers in a Product-led delivery model.
• Familiarity with secondary market/loan acquisition workflows and investor delivery requirements.
• Experience with data analysis or SQL for requirements validation and reporting.
• Prior experience in a non-bank mortgage lender, correspondent investor, or fintech environment.
  
  

• Business Analysis & Requirements Management: Gathers, analyzes, and translates complex business needs into clear, actionable requirements that support successful platform enhancements. 
• Project & Delivery Management: Plans, coordinates, and manages multiple technology initiatives, ensuring projects are delivered on time, within scope, and aligned with business objectives. 
• Mortgage Platform Expertise: Demonstrates strong knowledge of loan acquisition, loan origination, mortgage operations, and regulatory requirements to support effective platform solutions. 
• Stakeholder Collaboration: Builds strong relationships across business, technology, vendors, and leadership to facilitate communication, alignment, and successful project outcomes.
• Analytical Problem Solving: Evaluates business processes, identifies improvement opportunities, manages risks, and develops practical, scalable solutions. 
• Change Management & Continuous Improvement: Supports organizational change by driving process improvements, coordinating system enhancements, and promoting adoption of new capabilities.

• Integrity: Ensures business requirements, system enhancements, and project deliverables align with regulatory requirements, operational standards, and organizational objectives. 
• Collaboration: Partners closely with Product Owners, System Administrators, business stakeholders, IT teams, and vendors to deliver successful platform enhancements. 
• Excellence: Delivers high quality business analysis, disciplined project execution, and technology solutions that improve operational efficiency and user experience. 
• Critical Curiosity: Continuously evaluates business processes, explores innovative platform capabilities, and identifies opportunities to improve mortgage operations through technology. Top of FormBottom of Form

Benefits

• Competitive compensation package, including base salary and performance-based bonus opportunities
• 401(k) plan with 100% company match up to 4%
• Comprehensive health coverage: medical, dental, vision, HSA, and FSA options
• Generous paid time off: 20 days PTO, company holidays, and sick time
• Paid parental leave
• Company-paid life insurance and disability coverage
• Employee Assistance Program (EAP): mental health, financial, and wellness support
• Professional development: tuition reimbursement and growth opportunities
• Commuter and transit benefits