Business Analyst - Client Relations
Core
Intake point for client custom reporting and data requests, gathering requirements and coordinating delivery.
Role type
Business Analyst (Client Relations)
Builds
Custom reporting solutions for mortgage clients
Domain
Mortgage servicing / Real estate technology
Deliverable
product features
Required skills
Business requirements documentation, stakeholder management, project tracking, cost estimation, user acceptance testing coordination, post-production validation
Preferred skills
Mortgage servicing experience, Smartsheet, TechManagement/DevOps, MSP/Valon
Responsibilities
Meet with stakeholders to gather and document business requirements; Create business requirements documentation (BRDs) for new or changing custom reporting requests; Coordinate with Business Analysts, Data Strategy, and Reporting teams to obtain cost estimates; Track, report on, and manage new reporting requests through completion; Coordinate user acceptance testing (UAT) with key stakeholders; Conduct post-production validation (PPV)