Senior Business Analyst/Project Manager—Encompass (San Diego CA or Remote West Coast))

Lendsure Mortgage Corp•San Diego, CA

1d•$75,000 - $100,000•Remote

About The Position

LendSure Mortgage Corp. is seeking a Senior Business Analyst/Project Manager to serve as the primary liaison between business teams—including Sales and Operations—and the internal technical development team responsible for the Encompass loan origination system. The role reports to the Manager of Operations, who oversees technical projects across the workflow. The successful candidate will translate business and operational needs into actionable requirements, identify process-improvement opportunities, define and prioritize system enhancements, and manage projects from concept through implementation. The work includes supporting integrations between Encompass and platforms such as the company’s CRM, broker portal, and income analysis tools. The role requires anticipating downstream effects, managing competing priorities and limited resources, and shepherding projects to completion. The position may be performed remotely. The process-improvement and project-management team and executive team are based at LendSure’s San Diego headquarters, and candidates able to work onsite regularly or periodically are preferred. Compensation may vary based on experience, qualifications, location, and ability to work from the San Diego office. The annual salary range is $75,000 to $100,000, plus a discretionary quarterly bonus. Responsibilities include partnering with stakeholders to understand processes and requirements; documenting and refining functional and business requirements; evaluating enhancement requests and their impacts; identifying workflow improvements; managing projects through discovery, planning, development, testing, deployment, and review; coordinating with developers and vendors; tracking project progress; maintaining project artifacts; communicating status and risks; supporting change management and user acceptance testing; troubleshooting Encompass issues; and coordinating release communications and demonstrations with the corporate training team. The role will also help establish consistent standards for requirements, change management, testing, documentation, and implementation for Encompass initiatives.

Requirements

Significant experience in business analysis, project management, systems analysis, product ownership, or a similar role.
Strong knowledge of mortgage lending workflows and the loan origination lifecycle.
Demonstrated ability to gather complex requirements from business users and translate them into clear, detailed technical and functional specifications.
Strong analytical and problem-solving skills, including the ability to assess how proposed system changes may affect multiple workflows, teams, and processes.
Experience managing multiple concurrent projects, priorities, and stakeholder groups.
Strong verbal communication and technical writing skills, with the ability to communicate effectively with executives, business users, operations teams, and technical personnel.
Strong organizational skills and attention to detail.
Experience with user acceptance testing, software releases, change management, and software development lifecycles.
Ability to work independently while collaborating closely with a distributed team.

Nice To Haves

Five or more years of experience working with Encompass in a technical, analytical, business systems, administrative, development, or implementation capacity is strongly preferred.
Deep knowledge of the Encompass LOS, including configuration, business rules, workflows, personas, fields, forms, integrations, reporting, or related development.
Experience in a wholesale or non-QM mortgage lending environment.
Experience analyzing and redesigning mortgage operations workflows.
Familiarity with APIs, system integrations, data mapping, databases, or other technical concepts relevant to Encompass.
Experience working in an Agile, Scrum, Kanban, or similar development environment.
Experience using project management and requirements-management tools such as Jira, Azure DevOps, Confluence, or similar platforms.
Ability to work onsite at the San Diego headquarters regularly or periodically is preferred.

Responsibilities

Serve as the primary liaison between business stakeholders and the internal Encompass development team.
Partner with Sales, Operations, and other departments to understand business processes, challenges, and system requirements.
Gather, analyze, document, and refine business and functional requirements for Encompass enhancements, integrations, workflow changes, and related technology initiatives.
Translate requirements into user stories, specifications, process flows, acceptance criteria, and implementation plans.
Evaluate enhancement requests for dependencies, risks, downstream impacts, and opportunities to simplify or improve processes.
Identify opportunities to reduce manual work, improve data quality, and increase efficiency in Encompass workflows, and incorporate them into the project pipeline.
Manage projects and system initiatives from discovery and planning through development, testing, deployment, and post-implementation review.
Partner with developers and technical resources, including third-party vendors, to clarify requirements and resolve questions during development.
Develop an understanding of LendSure’s products, policies, and operations, including its exception-based business practices.
Track, document, and report progress across ongoing projects.
Help establish and maintain standards for requirements, change management, testing, documentation, and implementation for Encompass initiatives.
Coordinate priorities, timelines, deliverables, and dependencies across teams.
Maintain project plans, requirements documentation, issue logs, decisions, and other project artifacts.
Communicate project status, risks, issues, dependencies, and decisions to technical and non-technical audiences.
Support change management before and after deployment.
Organize and support user acceptance testing, including creating test scenarios and validating functionality against business requirements.
Troubleshoot Encompass issues and conduct root-cause analysis.
Coordinate rollouts and announcements with the corporate training team, including compiling release notes and scheduling and giving demonstrations to that team.