Key Responsibilities

Business Analysis & Requirements Management

• Partner with servicing operations, loan acquisition teams, underwriting, compliance, quality control, and IT teams to gather, document, andvalidatebusiness requirements.

• Translate complex business processes into detailed functional specifications, user stories, process flows, and system requirements.

• Lead requirements workshops, stakeholder interviews, and solution review sessions.

• Analyze current-state processes andidentifyopportunities for automation, efficiency improvements, and risk reduction.

• Support Agile, Waterfall, or hybrid project delivery methodologies.

• Create andmaintaincomplex queries to support business needs and data mining reports.

LoanOriginations& Workflow Support

• Support and enhance the loanoriginationssystemsused to intake mortgage loan applications and associated documentation from third-party financial institutions.

• Analyze workflow routing logic, approval processes, exception handling, and document management capabilities.

• Ensure loans areproperly reviewed, approved, and boarded into the servicing platformin accordance withinvestor, regulatory, and internal requirements.

• Collaborate with business teams tooptimizeoriginationsworkflows, approval hierarchies, and operational controls.

• Assistwith integration requirements between originationsystems, servicing platforms, document repositories, and external vendor systems.

Mortgage Servicing System Support

• Support ongoing enhancements and maintenance of the mortgage loan servicing platform.

• Participate in servicing-related initiatives involving escrow, payment processing, investor reporting, customer communications, loss mitigation,defaultand loan transfers.

• Analyze servicing data and workflows toidentifysystem gaps, operational issues, and compliance risks.

• Support testing activities related to servicing system upgrades, enhancements, and regulatory changes.

Documentation & Process Improvement

• Create andmaintainbusiness requirements documents, process maps, workflow diagrams, test plans, and operational procedures.

• Develop clear documentation for system configurations, integrations, and business rules.

• Recommend process improvements that enhance operational efficiency, scalability, and customer experience.

Testing & Implementation Support

• Coordinate and support user acceptance testing (UAT), regression testing, and production validation activities.

• Work closely with QA and development teams to ensure solutions meet business expectations.

• Assistwith production issue analysis, troubleshooting, and root cause identification.

• Support implementation planning, training, and post-production stabilization efforts.

Regulatory & Compliance Support

• Ensure systems and workflows align with mortgage servicing regulations, investor guidelines, and internal audit requirements.

• Support compliance initiatives related to CFPB, RESPA, TILA, FHA, Fannie Mae, Freddie Mac, Ginnie Mae, and other servicing/investor standards.

• Assistin audit preparation and remediation activities.