Business Rules Analyst (Mid-level)

USAA • Chesapeake, VA

1d • Hybrid

About The Position

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity Are you a detail-oriented professional with a passion for optimizing customer communication and a knack for system enhancements? Join our dynamic team as a Business Rules Analyst and play a pivotal role in shaping the future of mortgage origination. You'll be at the forefront of ensuring our outbound calling, email and texting strategies are seamlessly executed through robust CRM system rules. In this exciting role, you will: Architect Communication Success: Design, implement, and maintain critical system rules that power our targeted outbound calling, email and texting campaigns for mortgage origination. Innovate and Enhance: Proactively identify opportunities to improve our CRM system into enhanced functionality and accuracy that elevates user and member experiences. Empower Business Partners: Deliver critical insights through impactful reporting, ensuring business partners and leaders have clear visibility into user performance, system health and receive customized reports that meet their evolving needs. Champion System Integrity: Manage and implement essential controls and procedures to ensure the reliability, security, and optimal performance of our CRM system. Collaborate and Execute: Work cross-functionally, turning innovative ideas into reality and ensuring the smooth execution of enhancements through various channels. If you thrive in a role where you can influence strategy, drive operational excellence, and contribute directly to enhanced customer engagement, we encourage you to apply. Become a key player in our mortgage origination success story! We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Chesapeake, VA or Tampa, FL. Relocation assistance is not available for this position.

Requirements

• Bachelor's degree: OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
• Minimum 4 years' experience consulting with customers/partners, understanding business needs, and translating needs into requirements and prescribing technology solutions; OR Advanced degree in Information Management, Information Studies, or related field with 2 years of experience consulting with customers/partners, understanding business needs, and translating needs into requirements and prescribing technology solutions.
• Demonstrated experience in cost benefit analysis methodologies and tools.
• Developing level of experience applying business rules in technology solutions and strategies.
• Strong written and verbal communication skills, interpersonal skills, and attention to detail.
• Developing knowledge of relevant regulatory compliance, industry regulations, risk management practices, and regulatory data sources.

Nice To Haves

• Experience as a Business Rules Analyst, Business Analyst/advisor, or similar role, with a strong emphasis on rule definition and management.
• Experience within the mortgage industry, understanding of mortgage origination, servicing, underwriting, and relevant regulations.
• Experience in developing and delivering presentations using tools like PowerPoint.
• Proficiency in business rules management systems or related tools.
• Experience with data analysis tools such as SQL, Excel, Salesforce for data interpretation.
• Familiarity with business process modeling tools and techniques (e.g. BPMN, Visio).
• Exceptional analytical and critical thinking skills, with the ability to dissect complex problems and formulate logical solutions.
• Strong ability to translate business policies and needs into precise, actionable business rules.
• Excellent written and verbal communication skills, with the ability to articulate complex information clearly to diverse audiences.

Responsibilities

• Serve as a subject matter expert and gathers requirements, researches, and analyzes system details, parameters, or options to implement business rules, product offerings or changes to existing systems/applications.
• Translate business needs into system requirements, parameter options or enhancements, working with internal and external resources.
• Perform comprehensive feasibility, enterprise impact and cost/benefit analysis.
• Execute complex recurring, scheduled, or ad-hoc system changes.
• Develop and administer change control processes and procedures ensuring compliance with guidelines and standard processes.
• Review post implementation documentation for lessons learned and recommends changes.
• Develop and maintain knowledge of LOB, CoSA, and Enterprise systems, processes, procedures, products, and industry practices.
• Review applicable system updates and makes recommendations to align with technology, business direction, or standard methodology.
• Develop and execute testing, implementation, and communication plans for new or modified system parameters, options, product details, or system outputs.
• Partner in analyzing and resolving system outages or production issues.
• Develop and reviews operating procedures and documentation and ensure meet audit guidelines.
• Analyze and report discrepancies to management with recommendations for resolution.
• Prioritize business rules initiatives and reports status.
• Summarize insights from analysis and use findings to develop business rules.
• Maintain the Business Rules Repository and the enforcement of data governance requirements for all rule data housed within the application.

Benefits

• At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness.
• These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs.
• Additionally, our career path planning and continuing education assists employees with their professional goals.
• For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level