Business Systems Analyst (Mortgage Warehouse Lending Technology)

Forta Solutions, LLC•Quinte West, ON

1d•$110,000 - $140,000

About The Position

Forta Solutions is seeking an experienced Business Systems Analyst to join our Product Team. The ideal candidate has strong analytical, communication, and system-design skills, with the ability to understand complex business workflows and translate them into clear, actionable requirements for custom-developed software applications. This role requires more than experience configuring or administering off-the-shelf financial systems. We are looking for someone who has worked directly with product and engineering teams to analyze, define, validate, and deliver custom application functionality. The ideal candidate should also have strong knowledge of mortgage technology, with preferred experience in Mortgage Warehouse Lending. We are looking for a strong collaborator who can help deliver a world-class client experience. The right candidate will be comfortable working in a fast-paced product environment, balancing client needs with scalable product design, and partnering closely with technical teams to deliver high-quality custom software. This person should be able to go beyond documenting requests. They should be able to analyze the business problem, understand the system impact, ask the right questions, identify gaps, and help define a solution that works for users, clients, and the product.

Requirements

Bachelor's degree in finance, business, statistics, computer science, information systems, or a related field.
8+ years of business analysis or systems analysis experience.
4+ years of experience in the financial services sector.
Hands-on experience supporting custom-developed software applications, including defining new functionality, documenting system behavior, working with software development teams, and supporting custom application enhancements.
Proven ability to translate complex business requirements into detailed user stories, acceptance criteria, workflows, data rules, and functional specifications.
Experience working directly with software engineers, architects, QA analysts, product owners, and business stakeholders throughout the software development lifecycle.
Strong understanding of how to analyze system behavior, data flows, integrations, permissions, validations, business rules, and downstream impacts.
Experience supporting QA and delivery teams by reviewing requirements, clarifying expected behavior, validating test scenarios, and participating in defect triage.
Strong problem-solving, analytical, and critical-thinking skills.
Ability to develop detailed business process models, workflow diagrams, and system process flows.
Strong written and verbal communication skills, with the ability to communicate clearly with both business and technical audiences.
Proficiency with Microsoft Excel and Visio.
Experience participating in Agile ceremonies, including daily stand-ups, backlog refinement, sprint planning, sprint reviews, and retrospectives.
Willingness to attend offshore meetings outside of regular business hours when needed.

Nice To Haves

4+ years of experience in mortgage technology.
4+ years of experience as a Business Systems Analyst in Mortgage Warehouse Lending technology.
Strong understanding of Warehouse Lending workflows, including funding, collateral, treasury, settlement, wires, loan lifecycle management, investor activity, and reporting.
Experience supporting SaaS, enterprise, or internally developed financial technology platforms.
Experience analyzing integrations between custom applications and third-party financial, mortgage, or loan origination systems.
Knowledge of loan origination systems such as Encompass or Empower.
Experience with data mapping, APIs, reporting requirements, workflow automation, configurable rules, permissions, and financial transaction processing.
Familiarity with Jira and Confluence.
Agile methodology knowledge, including experience with Scrum, Kanban, or other Agile practices.
Experience working with distributed or offshore development teams.

Responsibilities

Facilitate discussions with users, clients, internal stakeholders, product owners, and technical teams to understand business needs and system requirements.
Translate business needs into clear user stories, acceptance criteria, workflows, data rules, functional specifications, and system behavior documentation.
Analyze custom-developed application functionality, including business rules, data flows, integrations, user workflows, edge cases, permissions, reporting needs, and downstream impacts.
Collaborate with architects, developers, QA, DevOps, and product leadership to define solutions that meet business needs and align with the product roadmap.
Draft system specifications, process flows, screen behavior, field-level rules, validation logic, and integration requirements as needed.
Support Agile delivery by participating in backlog refinement, sprint planning, daily stand-ups, sprint reviews, retrospectives, and release planning.
Work closely with QA to review test scenarios, clarify expected behavior, support defect triage, and validate that delivered functionality meets business requirements.
Use analytical and data-driven approaches to evaluate complexity, simplify processes, and recommend practical product improvements.
Create reports, process models, data mappings, diagrams, and visual documentation to support decision-making and product delivery.
Continuously seek ways to improve the client experience, operational efficiency, system usability, and product quality.