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Enterprise Business Analyst (Mortgage Industry)
CMG FinancialUnited States, United Statesfull_timeVerifiedPosted 7 Oct 2025
About the role
CMG is seeking a highly motivated and detail-oriented Enterprise Business Analyst with at least 5 years of experience to join our team. This individual will play a pivotal role in identifying business needs, analyzing data, and supporting enterprise-wide initiatives. The ideal candidate will bring exceptional organizational and communication skills, a strong ability to synthesize data-driven insights, and a passion for leveraging AI and automation to optimize processes and enhance efficiency. Key Responsibilities
- Collaborate with stakeholders across departments to gather, document, and analyze business requirements for enterprise initiatives.
- Facilitate workshops, interviews, and meetings to understand process challenges and improvement opportunities.
- Translate business needs into functional and technical specifications.
- Identify and assess opportunities to implement AI and automation solutions to streamline workflows and reduce manual tasks.
- Partner with IT, BI, and operations teams to explore and pilot intelligent automation tools and platforms (e.g., RPA, machine learning).
- Develop and maintain dashboards, reports, and data visualizations to track key performance indicators (KPIs).
- Identify trends, patterns, and root causes using data analysis and provide actionable recommendations.
- Assist in the implementation of business solutions and ensure alignment with strategic goals.
- Act as a liaison between business users, IT, and project teams to ensure successful solution delivery.
- Prepare comprehensive documentation including business cases, process maps, and training materials.
- Support change management and adoption strategies for new systems or processes.
- 3–5 years of experience in a business analyst or similar role, preferably within an enterprise or cross-functional environment.
- Demonstrated experience in requirements gathering, process improvement, and data analysis.
- Familiarity with AI/ML concepts and/or intelligent automation tools such as RPA (UiPath, Automation Anywhere, Blue Prism), Chatbots, or NLP-based systems.
- Exceptional organizational skills with the ability to manage multiple priorities and projects simultaneously.
- Excellent written and verbal communication skills, with the ability to present findings to both technical and non-technical audiences.
- Proficiency in Microsoft Excel, PowerPoint, and data analysis tools (e.g., Tableau, Power BI, SQL).
- MBA or equivalent advanced degree in Business, Finance, Information Systems, or a related field.
- Experience with ERP systems, CRM platforms, or other enterprise-level technologies.
- Familiarity with Agile or Scrum project management methodologies.
- Certification in Business Analysis (CBAP, PMI-PBA) or in AI/Automation platforms is a plus.
- Experience working in the mortgage industry, including familiarity with mortgage operations, origination, servicing, or compliance frameworks.
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