Sagent is a company transforming the mortgage servicing industry, and they are seeking an Implementation Business Analyst to play a critical role in implementing a modern loan servicing platform. The role involves collaborating with clients and internal teams to ensure successful customer implementations and supporting regulatory requirements and business operations.
Responsibilities:
- Collaborate across teams in a fast-paced and dynamic, including Customer Success, Product, and Engineering to ensure successful client implementations
- Conduct discovery sessions with clients to understand business needs
- Document functional and non-functional requirements
- Translate business requirements into SaaS solution capabilities
- Collaborate with product and implementation teams to tailor configurations
- Serve as the liaison between the customer and internal teams
- Provide regular updates, manage expectations, and facilitate decision-making
- Analyze current customer workflows and identify gaps
- Recommend process improvements aligned with SaaS capabilities
- Assist in creating user guides and training materials
- Support onboarding and training sessions for end-users
- Validate system configurations against business requirements
- Define UAT scenarios and success criteria
- Coordinate UAT execution, triage issues, and provide feedback
- Help customers adapt to new workflows and system changes
- Identify and mitigate adoption risks
- Ensure all implementation tasks are completed before launch
- Support cutover planning and execution
- Triage and resolve post-launch issues
- Coordinate with support and engineering teams as needed
- Maintain accurate records of requirements, decisions, and configurations
- Ensure knowledge transfer to support and account management teams
Requirements:
- Bachelor's Degree (or equivalent experience) in business, computer science, finance and/or related fields
- 5+ years Mortgage Servicing is with experience in loan boarding, account services, escrow, loss mitigation, bankruptcy, foreclosure, investor reporting, customer services, or servicing compliance oversight
- 5+ years of software industry experience is highly desired; experience working with a large enterprise solution desired
- 3+ years of hands-on business analyst, development, project management, or testing experience
- Knowledge of mortgage servicing regulatory climates and its impacts on the lending process
- Experience creating business designs, test plans, testing scripts, and system requirements
- Excellent written and verbal communication skills
- Experience working with content management systems
- Experience working with on and offshore teams is required
- Experience with the entire PDLC process
- You are a self-starter and can manage multiple activities and priorities
- Experience with Claims or Invoice solutions and processes
- Experience with loan data and servicing conversions
- Experience with APIs and system integrations