Title

Lending Systems and Business Analyst  


Full-Time/Part-Time Full-Time  

Exempt/Non-Exempt Exempt  

Pay Range  

Travel Requirements  

Work Hours  

About the Organization We are a full service financial institution owned and operated by nearly 50,000 members of the Stanford Community, including Stanford University, Stanford Hospital & Clinics, Lucile Packard Children's Hospital and SLAC National Accelerator Laboratory. Our assets are over $1.4 billion and the quality of our expansive line of financial products and services is unmatched in the industry.

At Stanford Federal Credit Union (SFCU) benefits are an integral part of our total compensation package. Our program includes cost-effective, comprehensive health, dental, and vision coverage,income protection, and survivor benefit plans. In addition, we offer vacation and sick leave, paid holidays, and a 401(k) plan so employees can save for retirement.

Each person's situation is unique, so choice, wherever possible, is a key componet of our benefits. Each benefit helps meet an important need. Because we know it is the contribution of every member of the team, we want to recognize and reward each of you. That's why we provide competetive salaries and a comprehensive benefit program.

Please contact our Human Resources Team for further information about our Benefits Programs.
 

Category Lending  

Description

SUMMARY

The Lending Systems and Business Analyst (BA) is responsible for a full range of activities to ensure the operational effectiveness of all software applications used by the lending department. The BA acts as a liaison among stakeholders in order to understand the structure, policies, and operations of the lending department and recommend solutions that enable the lending department to achieve its goals. The BA will design and document workflow and make appropriate recommendations that will positively impact the operational effectiveness. He or she will track and analyze the lending trends and make appropriate recommendations that will positively impact the lending department.

The BA is a primary administrator for all lending software applications to originate and to service consumer, residential and member business loans. The BA studies and understands the functionalities of the software applications in order to deploy and to troubleshoot problems. Works closely with IT department to apply software updates, patches, and configuration changes. Assists in the Integration and Acceptance Testing, supports the development of training and implementation material, participates in the implementation, and provides post-implementation support.

The BA will also work as a Project Manager and lead a number of key projects for the lending department.

 

ESSENTIAL DUTIES AND RESPONSIBILITIES

System Management

  • Understand and coordinate the require updates, patches, software releases for all lending software applications such as Mortgage Bot, E3, LaserPro, Akcelerant, DNA, Mortgage Cadence-Symphony and other applications as applicabl
  • Act as primary administrator for lending software applications.
  • Define, develop and implement quality assurance practices and procedures, end user test plans and other QA assessments.
  • Advise Lending staff and management and software vendors on technical issues.
  • Design components and write specifications to provide to the IT group for development (programming) as required.
  • Coordinate the development of business and functional specifications for lending software applications such as product configuration and business rules. 
  • Review, analyze, and create detailed documentation of all lending systems and users’ needs, including workflows, program functions, and steps required to develop or modify lending programs.
  • Communicate changes, enhancements, and modifications of business requirements to project managers, sponsors, and other stakeholders.

Business Analyst and Reporting

  • Prepare routine, adhoc. Portfolio analysis and other management reports relating to the Lending Department.
  • Analyze the lending activities and trends and compares analyses against the service standards and best practices. Present findings and work with the Lending management team and other personnel to identify and implement strategies that will address tactical and strategic goals.
  • Work closely with Lending management team and business partners to identify and maximize the use of information and technology to improve products, services and/or business processes.

Project Management

  • Work directly with appropriate lending personnel and/or SFCU personnel to understand project concept, objectives and approach.
  • Take assigned project from original concept through final implementation.
  • Define project scope and objectives.
  • Create and maintains project schedules by developing project plans and specifications, estimating time requirements, establishing deadlines, monitoring milestone completion, tracking all phases of the project product/service lifecycle, providing timely reporting of issues that impact project progress, coordinating actions, and resolving conflicts. This includes documenting, prioritizing and tracking requests (changes, enhancements, etc.) on SFCU’s internal online D-Map, “Connections”.
  • Conduct project meetings.
  • Provide single point of contact for assigned projects.
  • Work with appropriate personnel to allocate personnel time to project tasks and to track progress of their work.

Other Duties

  • Complete required annual training on Bank Secrecy Act (BSA), Office of Foreign Assets Control (OFAC), Security Awareness, Privacy Policy, and other trainings required for the position.
  • Promote “SFCU’s Core Values” and team building.
  • Perform other duties as assigned.

 

BEHAVIOR STANDARD

Maintain a positive work atmosphere by acting and communicating in a manner so that the employee gets along with members, vendors, co-workers, and management.

 

SUPERVISORY RESPONSIBILITIES

This job has supervisory responsibilities which may include supervising up to two employees.

 

Position Requirements

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 

EDUCATION and/or EXPERIENCE

Bachelor's degree (B. A.) from four-year college or university in the field of business administration, computer science, finance, or information systems; or at least four years related experience and/or training; or equivalent combination of education and experience. A qualified candidate will additionally have:

  • Demonstrated knowledge of the organization’s core business process, operations, and primary software applications.
  • Proven experience with business and technical requirements analysis, elicitation, modeling, verification, and methodology development.
  • Experience overseeing the design, development, and implementation of software and hardware solutions, systems, or products.
  • Ability to create systematic and consistent requirements specifications in both technical and user-friendly language.
  • Ability to apply statistical and other research methods into systems issues and products as required.
  • Clear understanding of product management and market placement.
  • Demonstrated project management skills and project management software skills, including planning, organizing and managing resources.
  • Understanding of application development and software development life cycle concepts.
  • Excellent understanding of the organization’s goals and objectives.

 

LANGUAGE SKILLS

Ability to read, analyzes, and interprets general business periodicals, professional journals, technical procedures, or governmental regulations.  Ability to write reports, business correspondence, and procedure manuals.  Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public as required.

 

PERSONAL SKILLS

Qualified candidate will have the following:

  • Strong customer service orientation.
  • Experience working in a team-oriented, collaborative environment.
  • Ability to effectively prioritize and execute tasks in a high-pressure environment.
  • Proven analytical and problem-solving abilities using experience, internet forums, and knowledge bases without routinely relying on other department resources.
  • Able to exercise independent judgment and take action on it.
  • Excellent analytical, mathematical, and creative problem-solving skills.
  • Excellent listening, interpersonal, written, and oral communication skills.
  • Logical and efficient, with keen attention to detail.
  • Experience working in a team-oriented, collaborative environment.
  • Ability to write reports, business correspondence, and procedure manuals.
  • Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
  • Ability to conduct research into a wide range of computing issues as required.
  • Ability to absorb and retain information quickly.
  • Ability to present ideas in user-friendly language.
  • Highly self-motivated and directed.

 

MATHEMATICAL SKILLS

Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

 

REASONING ABILITY

Ability to define problems collects data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

 

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit and use hands to finger, handle, or feel. The employee is occasionally required to stand, walk, and talk or hear. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and ability to adjust focus.

 

WORK ENVIRONMENT 

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • The noise level in the work environment is usually very quiet.
  • On-call availability for evenings and weekends for scheduled and unscheduled special events.
  • Sitting for extended periods of time.
  • Dexterity of hands and fingers to operate a computer keyboard, mouse, power tools, and to handle other computer components.
  • Lifting and transporting of moderately heavy objects, such as computers and peripherals.

 

OTHER SKILLS

Must have personal computer skills and a solid familiarity with Microsoft Office products.

 


This position is currently not accepting applications.

To search for an open position, please go to http://StanfordFederalCreditUnion.appone.com



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