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Business Analyst / Project Manager – Loan Acquisition & Origination Platforms

Invictus Capital Partners / Verus Mortgage Capital

Bloomington, Minnesota

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JOB DETAILS
SALARY
$120,000–$130,000 Per Year
SKILLS
Acceptance Testing, Acquisitions Management, Agile Programming Methodologies, Analysis Skills, Atlassian JIRA, Broadband, Budget Management, Budgeting, Business Analysis, Business Loans, Business Processes, Calendar Management, Capital Markets, Change Control, Change Management, Communication Skills, Continuous Improvement, Corporate Policies, Correspondent Lending, Data Analysis, Data Mapping, Delivery Management, Documentation, Establish Priorities, Financial Systems, Functional Testing, Gap Analysis, Information Technology & Information Systems, Leadership, Loan Origination, Loan Processing, Loan Underwriting, Microsoft Project, Mortgage, Mortgage Lending, Mortgage Regulations, Multitasking, Operational Improvement, Operational Strategy, Organizational Development/Management, Organizational Skills, Policy Development, Presentation/Verbal Skills, Problem Solving Skills, Procedure Development, Process Flow, Process Improvement, Process Management, Product Support, Project Execution, Project Management Certification, Project Management Professional (PMP), Project Management Software, Project Planning, Project Schedule, Project/Program Management, Quality Assurance, Regulations, Regulatory Compliance, Regulatory Requirements, Requirements Management, Requirements Validation/Verification, Residential Mortgages, Retail, Risk Management, SQL (Structured Query Language), Scalable System Development, Secondary Markets, Systems Administration/Management, Technical Delivery, Technical Leadership, Technical Operations, Technical Support, Test Plan/Schedule, Testing, Time Management, Tuition Reimbursement, Underwriting, User Interface/Experience (UI/UX), Vendor/Supplier Relations, Waterfall Model of Software Development, Wholesale Industry, Writing Skills
LOCATION
Bloomington, Minnesota
POSTED
2 days ago

Description


Verus is seeking a hybrid Business Analyst / Project Manager to support change and enhancement initiatives for our core loan acquisition and loan origination platforms. This role bridges business requirements and technical delivery, working closely with the Product Owner to plan, define, and execute platform improvements. The ideal candidate brings strong analytical rigor, proven project management discipline, and hands-on mortgage industry experience to ensure enhancements align with business needs, regulatory requirements, and operational realities.

This role will work closely with the Product Owner and platform System Administrators, and will require broader collaboration with underwriting, operations, capital markets, compliance, IT, and vendor partners to translate business needs into clear requirements and manage them through to successful, on-time delivery.

Responsibilities and Duties:


Business Analysis
  • 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. 
Project Management
  • 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. 
Platform & Domain Support
  • 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). 
Preferred Qualifications
  • 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.

Key Competencies: 
  • 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.

How This Role Demonstrates Our Values: 
  • 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

Successful applicants will exemplify strong ethics, integrity, respect for others, accountability for decisions and actions, and good citizenship.

Maintaining a reliable, uninterrupted high speed internet connection is a requirement of hybrid or remote positions.

All job duties and responsibilities must be performed within the guidelines of the Verus Residential Mortgage Employee Handbook and established company policies and procedures. It is the responsibility of each employee to maintain confidentiality of the company, its clients and to follow applicable laws and regulations in the performance of duties.

Verus Mortgage Capital is an equal opportunity employer. All qualified applicants are welcomed to apply and will receive consideration for employment without unlawful discrimination because of a person’s race, religious creed, color, national origin, citizenship status, ancestry, marital status, sex, age, or sexual orientation, or because of a person’s disability or medical condition.

About the Company

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Invictus Capital Partners / Verus Mortgage Capital

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