Sr. Business Analyst - LoanServ de-customization

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

Requirements:

• 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