Mortgage System Analyst

Job Description Summary

Analyzes business processes to identify and coordinate development of efficient technology solutions to meet business and operational requirements; works with members of the mortgage division, system administrators and vendors to research problems, gather requirements and assist with the planning of solutions; facilitates development of priorities with managers; coordinates and participates in application testing and problem resolution; provides a variety of user support; tests software updates; troubleshoots and resolves applications problems and performance issues; supports the development of training and implementation material.

Essential Duties and Responsibilities

• User Support and Troubleshooting:
  • Performs Encompass and mortgage system user support.
  • Researches, analyzes, troubleshoots, makes recommendations and/or resolves a wide variety of systems problems.
  • Instructs users on methods for resolving issues and problems.
  • Acts as liaison with software vendors and escalates problems when vendor support is required for resolution.
• Requirements Gathering and Analysis:
  • Meets with users to determine and document needs and requirements.
  • Reviews user requests for new programs or modifications to mortgage related applications and programs.
  • Analyzes current Encompass and mortgage system functions, procedures and capabilities to determine if improved methods are feasible.
• Solution Development and Implementation:
  • Develops and presents proposals for new approaches and options to meet business needs.
  • May create functional specifications and guidelines for application development and programming.
  • Ensures new functions do not alter or reduce system performance to unacceptable levels.
  • Confers with system administrators to clarify programs and requirements.
  • Meets with users following installation to verify that needs and requirements were met.
• Systems Testing:
  • Leads and participates in systems testing processes.
  • Develops test plans for new products and software releases.
  • Creates scenarios, test scripts and test cases.
  • Coordinates and/or participates in testing.
  • Analyzes the effectiveness and functionality of new programming to ensure all requirements are met.
  • Records test results.
  • Notifies Encompass administrators of testing problems and required fixes.
• Documentation and Training Support:
  • Assists in developing and maintaining user and system documentation.
  • Distributes notification to users regarding system modifications and updates.
  • Assists in preparing training plans and outline as needed.
  • Support the training team by training the trainer or technical support staff to use systems.
• Vendor and Administrator Collaboration:
  • Works closely with vendors and Encompass administrators to develop business rules, input forms and product development.
  • Stays abreast of new product features and changes.
  • Confers on implementation of updates including any customization required.
• Request Management:
  • Manage outstanding requests related to reports, processes, or supported platforms by working with users to gather information necessary to prioritize, classify, diagnose, resolve and close.
• Specification Development:
  • Develops routine specifications as required to serve as guidelines for Encompass Administrators to follow for modifications and enhancements of limited complexity.
• Data Entry and Record Keeping:
  • Performs specialized data entry to prepare a variety of standard materials, documents and reports.
  • Updates computer records and databases.
  • Completes and processes standard forms related to areas of responsibility.

Company Wide Expectations

• Maintains a professional image and demeanor at all times, consistently demonstrating Credit Union RISE Values and adhering to the Code of Ethics.
• Delivers friendly, caring service to internal and external members.
• Complies with all applicable State, Federal and NCUA rules and regulations and all Credit Union policies and procedures.
• Follow all physical and online security procedures and maintain strict confidentiality of all member information.
• Completes all required regulatory and compliance training and maintains required knowledge of Credit Union products and services.
• Works scheduled hours and maintains punctuality.
• Performs other related duties as assigned.