Sr. Mortgage Business Analyst - LoanServ de-customization

Sr. Mortgage Business Analyst - LoanServ de-customization project

A Sr. Mortgage Servicing System Business Analyst / Consultant is needed for a project to convert from a highly customized version of the LoanServ Mortgage Servicing System to the standard SaaS version of Sagent’s LoanServ Mortgage servicing system.

Location: While this is a remote role, travel to Oklahoma City, OK, will be required once per month for a week.

Candidate must have extensive experience with mortgage servicing systems in completing current state assessments, outlining future-state system requirements, completing required gap analysis, documenting future-state process and technical design, defining testing scenarios, handling alpha and beta testing, drafting procedure updates, documenting future-state process ownership recommendation, presenting future state process ownership recommendation, and providing status updates.

Responsibilities:

• Current-State Assessment – Develop a comprehensive understanding of the existing mortgage servicing system custom loan onboarding process, including workflows, data inputs, controls, and system touchpoints; document current-state processing, roles, and dependencies; and identify risks, constraints, and operational considerations that may impact migration.
• Future-State Solution Design & Specifications – Define and document the future-state onboarding process aligned to system-defined capabilities, including end-to-end technical process mapping, data mappings between source systems and Sagent-defined fields, and full solution specifications covering functional requirements, assumptions, dependencies, and design decisions.
• Testing & Validation – Define testing scenarios and success criteria based on approved future-state design; support testing of the developed solution to validate alignment with documented process and data mappings; and identify, document, and recommend remediation for any defects, gaps, or deviations.
• Project Management & Execution Oversight – Serve as project manager for the loan onboarding migration; establish and maintain project plans, timelines, dependencies, and task ownership; coordinate cross-functional stakeholders to drive progress and resolve issues; and monitor and escalate risks as appropriate.
• Future-State Ownership Recommendation – Evaluate post-migration ownership options for the loan onboarding process, assess risks, control considerations, and required skillsets associated with each ownership model, and deliver a clear recommendation to senior leadership to support decision-making.

Required Experience & Technical Skills:

• 10+ years of Mortgage System Business Analysis and/or Mortgage System Business Systems Analysis experience, with major focus on the LoanServ mortgage servicing platforms. Having Sagent LoanServ experience is a plus.
• Expert-level functional knowledge of the Sagent LoanServ mortgage servicing system preferred, including loan boarding, servicing operations, data structures, batch processing, and system configuration.
• Demonstrated experience with the Sagent LoanServ platform preferred.
• Previous experience supporting or leading LoanServ SaaS migrations, upgrades, or modernization initiatives
• Extensive experience designing and documenting complex business and technical requirements for system conversions and data migration projects.
• Advanced SQL skills, including:
• Writing complex SQL queries for data analysis and validation.
• Designing SQL specifications for new data warehouse tables.
• Creating and validating data mappings and transformation logic.
• Supporting data reconciliation and testing activities.
• Strong experience with data mapping, data conversion, ETL concepts, and file layout design for enterprise system integrations.
• Experience documenting field-level transformation rules, business logic, source-to-target mappings, and technical specifications.
• Ability to analyze existing custom code, legacy batch processes, and data interfaces to design replacement solutions in a SaaS environment.
• Experience supporting User Acceptance Testing (UAT), System Integration Testing (SIT), and data validation for enterprise implementations.
• Strong understanding of relational database concepts, data modeling, and data warehouse principles.
• Experience working closely with software development teams to translate business requirements into technical specifications.

Preferred Qualifications:

• Experience within mortgage servicing, banking, or financial services organizations.
• Experience with large-scale loan mortgage servicing system boarding implementations and servicing portfolio conversions.
• Knowledge of SaaS architecture and cloud-based enterprise application implementations.
• Familiarity with enterprise integration methods, including flat file processing, APIs, and automated data exchanges.
• Experience working within Agile, Scrum, or hybrid project delivery methodologies.
• Knowledge of data governance, data quality, and regulatory requirements related to mortgage servicing.

Core Competencies:

• Strong analytical and problem-solving skills with the ability to evaluate complex technical and business processes.
• Exceptional documentation skills, including business requirements, functional specifications, technical specifications, process flows, and data mapping documents.
• Ability to communicate effectively with technical developers, business stakeholders, and executive leadership.
• Proven ability to manage multiple workstreams and priorities within large, cross-functional implementation projects.
• Self-directed consultant capable of independently researching, designing, documenting, and validating technical solutions with minimal supervision.

Pay: $45.00 - $75.00 per hour

Benefits:

• 401(k)
• Dental insurance
• Dependent health insurance coverage
• Health insurance
• Health savings account
• Life insurance
• Vision insurance

Willingness to travel:

• 25% (Required)

Work Location: Remote