Enterprise Business Analyst (Mortgage Industry)

CMG Financial

95d

About The Position

CMG is seeking a highly motivated and detail-oriented Enterprise Business Analyst with at least 5 years of experience to join our team. This individual will play a pivotal role in identifying business needs, analyzing data, and supporting enterprise-wide initiatives. The ideal candidate will bring exceptional organizational and communication skills, a strong ability to synthesize data-driven insights, and a passion for leveraging AI and automation to optimize processes and enhance efficiency.

Requirements

• 3–5 years of experience in a business analyst or similar role, preferably within an enterprise or cross-functional environment.
• Demonstrated experience in requirements gathering, process improvement, and data analysis.
• Familiarity with AI/ML concepts and/or intelligent automation tools such as RPA (UiPath, Automation Anywhere, Blue Prism), Chatbots, or NLP-based systems.
• Exceptional organizational skills with the ability to manage multiple priorities and projects simultaneously.
• Excellent written and verbal communication skills, with the ability to present findings to both technical and non-technical audiences.
• Proficiency in Microsoft Excel, PowerPoint, and data analysis tools (e.g., Tableau, Power BI, SQL).

Nice To Haves

• MBA or equivalent advanced degree in Business, Finance, Information Systems, or a related field.
• Experience with ERP systems, CRM platforms, or other enterprise-level technologies.
• Familiarity with Agile or Scrum project management methodologies.
• Certification in Business Analysis (CBAP, PMI-PBA) or in AI/Automation platforms is a plus.
• Experience working in the mortgage industry, including familiarity with mortgage operations, origination, servicing, or compliance frameworks.

Responsibilities

• Collaborate with stakeholders across departments to gather, document, and analyze business requirements for enterprise initiatives.
• Facilitate workshops, interviews, and meetings to understand process challenges and improvement opportunities.
• Translate business needs into functional and technical specifications.
• Identify and assess opportunities to implement AI and automation solutions to streamline workflows and reduce manual tasks.
• Partner with IT, BI, and operations teams to explore and pilot intelligent automation tools and platforms (e.g., RPA, machine learning).
• Develop and maintain dashboards, reports, and data visualizations to track key performance indicators (KPIs).
• Identify trends, patterns, and root causes using data analysis and provide actionable recommendations.
• Assist in the implementation of business solutions and ensure alignment with strategic goals.
• Act as a liaison between business users, IT, and project teams to ensure successful solution delivery.
• Prepare comprehensive documentation including business cases, process maps, and training materials.
• Support change management and adoption strategies for new systems or processes.

What This Job Offers

• Number of Employees: 501-1,000 employees