Principal Business Systems Analyst, Mortgage & Salesforce

As a strong Salesforce Business Analyst with deep experience in US Residential/Institutional mortgage lending, your role will involve leading discovery, process design, and functional delivery across lead-to-loan origination, disclosures, underwriting, closing, post-closing, servicing, and default/collections. You will be responsible for mapping complex mortgage operations to Salesforce (FSC, Sales Cloud, Service Cloud, Experience Cloud), defining integrations with LOS, pricing/eligibility, AUS, eClose/eVault, and credit/KYC providers, and ensuring designs align with US regulatory requirements such as TILA/RESPA-TRID, ECOA, HMDA, FCRA, GLBA, and UDAAP. Key Responsibilities: - Conduct discovery workshops with various departments including Sales, Operations, Processing, Underwriting, Compliance, and Servicing to model end-to-end mortgage journeys. - Translate requirements into user stories, acceptance criteria, BPMN/UML, and Experience Cloud flows. - Design declarative solutions and collaborate with Solution/Technical Architects on technical aspects. - Define functional specs for integrations with LOS/POS, PPE, AUS, credit bureaus, appraisal, eClose/eSign/eVault, and servicing. - Embed US mortgage compliance in designs and ensure policies align with regulatory requirements. - Drive release planning, adoption, and governance while monitoring operational metrics. Required Qualifications: - 712 years in BFSI with 5+ years as a Salesforce BA and 3+ years specifically in US residential mortgage. - Hands-on experience with Salesforce declarative tooling, robust understanding of mortgage lifecycle, and proven delivery across origination to servicing. - Solid grasp of US regulations, experience writing integration specs, and strong BA craft. - Excellent facilitation and stakeholder management skills with various departments. Nice-to-Have: - Salesforce Certifications, experience with OmniStudio, Shield, Event Monitoring, and familiarity with industry standards and platforms. - Exposure to collections platforms, fair lending analytics, and AI-assisted underwriting. Key Competencies: - Mortgage domain depth with compliance awareness. - Analytical rigor and data-driven decisioning. - Clear communication and executive storytelling. - User-centric design with measurable outcomes. - Delivery discipline. Success Metrics (KPIs): - Cycle time reduction, disclosure accuracy & timeliness, conversion improvements, reduction in conditions churn and rework, adoption & quality, compliance & audit. Tools & Ecosystem: - Salesforce, ALM tools, Mortgage Stack, Data/Integration tools, Analytics tools. Education: - Bachelors in Business, Finance, Information Systems, or Engineering; advanced degree a plus. As a strong Salesforce Business Analyst with deep experience in US Residential/Institutional mortgage lending, your role will involve leading discovery, process design, and functional delivery across lead-to-loan origination, disclosures, underwriting, closing, post-closing, servicing, and default/collections. You will be responsible for mapping complex mortgage operations to Salesforce (FSC, Sales Cloud, Service Cloud, Experience Cloud), defining integrations with LOS, pricing/eligibility, AUS, eClose/eVault, and credit/KYC providers, and ensuring designs align with US regulatory requirements such as TILA/RESPA-TRID, ECOA, HMDA, FCRA, GLBA, and UDAAP. Key Responsibilities: - Conduct discovery workshops with various departments including Sales, Operations, Processing, Underwriting, Compliance, and Servicing to model end-to-end mortgage journeys. - Translate requirements into user stories, acceptance criteria, BPMN/UML, and Experience Cloud flows. - Design declarative solutions and collaborate with Solution/Technical Architects on technical aspects. - Define functional specs for integrations with LOS/POS, PPE, AUS, credit bureaus, appraisal, eClose/eSign/eVault, and servicing. - Embed US mortgage compliance in designs and ensure policies align with regulatory requirements. - Drive release planning, adoption, and governance while monitoring operational metrics. Required Qualifications: - 712 years in BFSI with 5+ years as a Salesforce BA and 3+ years specifically in US residential mortgage. - Hands-on experience with Salesforce declarative tooling, robust understanding of mortgage lifecycle, and proven delivery across origination to servicing. - Solid grasp of US regulations, experience writing integration specs, and strong BA craft. - Excellent facilitation and stakeholder management skills with various departments. Nice-to-Have: - Salesforce Certifications, experience with OmniStudio, Shield, Event Monitoring, and familiarity with industry standards and platforms. - Exposure to collections platforms, fair lending analytics, and AI-assisted underwriting. Key Competencies: - Mortgage domain depth with compliance awareness. - Analytical rigor and data-driven decisioning. - Clear communication and executive storytel