Business Analyst / Project Manager – Loan Acquisition & Origination Platforms

Verus is seeking a hybrid Business Analyst / Project Manager to support change and enhancement initiatives for our core loan acquisition and loan origination platforms.

Requirements

and technical delivery, working closely with the Product Owner to plan, define, and execute platform improvements.

, and operational realities.

and manage them through to successful, on-time delivery.

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.

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.

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.

and managing them through delivery. Experience managing projects using standard PM methodologies (Agile, Waterfall, or hybrid).

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. 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.