Note: The job is a remote job and is open to candidates in USA. Consolidated Analytics is seeking a senior business analyst or consultant to support the conversion of a customized LoanServ mortgage servicing system to Sagent’s SaaS LoanServ platform. The role will assess current processes, design and document future-state requirements, lead testing and validation, oversee project execution, and recommend post-migration process ownership.
Responsibilities
- Current-State Assessment – Develop a comprehensive understanding of the existing 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
Skills
- Candidate must have extensive experience 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
- Location: While this is a remote role, travel to Oklahoma City, OK, one week per month will be required
- • 10+ years of Business Analysis and/or Business Systems Analysis experience, with a strong focus on mortgage servicing platforms, Sagent LoanServ a plus
- • 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
- • 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
- • 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
- • Experience within mortgage servicing, banking, or financial services organizations
- • Experience with large-scale loan 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
Benefits
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Life & Disability Insurances
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