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Sr. Business Analyst: Year-End Platform Analytics & Transition Consultant

Key Facts

Remote From: 
Freelance
Senior (5-10 years)
English

Other Skills

  • Microsoft Excel
  • Problem Reporting
  • Communication
  • Detail Oriented

Roles & Responsibilities

  • High School diploma or equivalent
  • 3–6 years in mortgage servicing, financial operations, system implementation, or regulated operational environments
  • Strong analytical and reconciliation capabilities
  • Advanced Excel proficiency (pivot tables, lookups, structured tracking)

Requirements:

  • Develop working knowledge of the new servicing platform
  • Assist in stabilizing workflows and tracking system-related issues
  • Identify process gaps and document recommended improvements
  • Draft and maintain standard operating procedures, job aids, and workflow documentation

Job description

We are a professional staffing firm, working with organizations across the country to place exceptional candidates. Currently, we have a Sr. Business Analyst: Year-End Platform Analytics & Transition Consultant opportunity with trusted leader in title insurance, settlement services, and risk solutions, consistently recognized as one of the Fortune 100 Best Companies to Work For. They offer a culture of growth, stability, and innovation where employees are valued and supported in building long-term careers.

The Year-End Platform Analytics & Transition Consultant provides analytical documentation, and project support during the transition to the new servicing platform.

Your specific duties will include:

Platform Transition Support
  • Develop working knowledge of the new servicing platform.
  • Assist in stabilizing workflows and tracking system-related issues.
  • Identify process gaps and document recommended improvements.
Analytics & Reporting Support
  • Perform structured data reviews and reconciliation support.
  • Assist with internal tracking reports and milestone monitoring.
  • Support exception identification and documentation under defined oversight.
Documentation & Knowledge Management
  • Draft and maintain standard operating procedures, job aids, and workflow documentation.
  • Organize documentation repositories for future team onboarding.
  • Capture institutional knowledge to reduce platform dependency risk.
Project & Deliverable Coordination
  • Track transition-related deadlines and deliverables.
  • Maintain issue logs, risk trackers, and action-item summaries.

Required qualifications for the position include:

  • High School diploma or equivalent.
  • 3–6 years in mortgage servicing, financial operations, system implementation, or regulated operational environments.
  • Strong analytical and reconciliation capabilities.
  • Advanced Excel proficiency (pivot tables, lookups, structured tracking).
  • Strong written communication and attention to detail.

Preferred qualifications for the position include:

  • Experience supporting process transitions or platform implementations preferred.
  • Exposure to reporting or compliance environments a plus.

Pay Rate: $37.50 per hour.

Compensation may vary outside of this range depending on a number of factors, including a candidate's qualifications, skills, competencies and experience, and location. Employees have access to healthcare benefits including medical, dental and vision as well as a 401(k) plan.

Let one of our recruiters assist you in finding and preparing for interviews with our clients. Whether you are interested in a direct hire, temp-to-hire, or temporary position, Workway can help you to put your best foot forward. Contact us today!

Workway, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by applicable laws, regulations and ordinances. For our complete EEO & Pay Transparency statement, please visit http://www.workway.com/EEO . To receive state and federal compliance posters, e-mail hr@workway.com or call 972.514.1515.

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