Business Analyst – Project Manager, Loan Acquisition & Origination Platforms

Invictus Capital Partners

Hybrid Business Analyst / Project Manager supporting mortgage loan acquisition and origination platforms. Collaborating with stakeholders to enhance system functionalities and ensure regulatory compliance.

Posted 7/14/2026full-timeBloomington • Minnesota • 🇺🇸 United StatesMid-LevelSenior💰 $120,000 - $130,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in gathering and documenting business requirements for loan acquisition and origination platforms, with a strong understanding of mortgage regulatory compliance and project management methodologies. Proficient in facilitating stakeholder communication and managing project timelines, risks, and deliverables.

Highest-signal resume keywords

Business Requirements GatheringLoan Origination Systems (LOS)Project Management Methodologies (Agile, Waterfall)User Acceptance Testing (UAT)Mortgage Regulatory Compliance (TRID, RESPA)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Business AnalysisProcess Flow DocumentationGap AnalysisData MappingProject Planning

Soft Skills

Excellent Communication SkillsStrong Organizational SkillsStakeholder Management

Tools & Technologies

JiraConfluenceMS ProjectSmartsheet

Industry Keywords

Loan AcquisitionLoan OriginationMortgage IndustryCorrespondent LendingWholesale OriginationRetail Origination

About the role

Key responsibilities & impact

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.
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.
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.

Requirements

What you’ll need

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).

Benefits

Comp & perks

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