Key Responsibilities

· Client Engagement & Requirement Gathering

o Collaborate with our clients (third party review firms, buyers and sellers in the secondary market) and internal stakeholders to capture detailed business and functional requirements.

o Translate client requirements for process flow and operational needs into system logic and configuration.

· System Configuration & Rule Building

o Configure platform components including business rules, page layouts, workflows, and reports.

o Ensure that the configuration changes to not negatively impact other system functionality

· Documentation & Testing

o Document configuration decisions, business rules, and client-specific logic clearly and consistently.

o Conduct unit testing of configurations and assist in user acceptance testing with clients.

· Process Optimization

o Recommend process improvements based on client feedback and industry best practices.

o Collaborate with product and engineering teams to suggest platform enhancements.

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Required Qualifications

· 3–7 years of experience in a configuration-focused business analyst, implementation specialist, or systems analyst role.

· Strong domain expertise in the mortgage industry

o Loan origination

o third party due diligence,

o secondary marketing / mortgage trading or correspondent operations

o servicing boarding

o document recognition and data extraction

· Proven experience configuring software platforms involving complex rules and workflows (e.g., low-code platforms, workflow systems, mortgage tech like Encompass, Empower, etc.)

· Exceptional analytical and problem-solving skills with attention to detail.

· Ability to work with Java 8 and SQL, rules engines, or similar tools is a plus.

· Excellent communication skills and comfort working directly with clients.