Business Analyst

CoreVest Finance; Irvine (CA); On-site; USD 130,000 - 160,000; Full time

Benefits offered by this job

Bonus program

Health plans

Life insurance

Fitness reimbursement

Parental leave

Paid time off

ESPP

401K matching

Job summary

CoreVest Finance is seeking a Business Analyst to translate prioritized initiatives into buildable requirements for lending technology platforms across origination, underwriting, pricing and servicing.

You will own user stories, acceptance criteria, UAT support, and documentation, collaborating with Leadership, Sales, Capital Markets, Marketing, Design, Engineering and Data to accelerate delivery and improve borrower/broker experience.

Qualifications

• Bachelor’s degree in information systems, business, or related field, or equivalent work experience.
• 4+ years as a Business Analyst or Salesforce Business Systems Analyst, ideally in financial services or fintech.
• Working knowledge of the loan origination and fulfillment lifecycle.
• Hands-on Salesforce experience — read and understand configuration; SFDC Admin/BSA preferred.
• Strong requirements craft: user stories, acceptance criteria, process mapping, and UAT.
• Clear written and verbal communication; able to translate between business and engineering.
• Demonstrated use of AI tools to accelerate analysis and documentation.

Responsibilities

• Facilitate discovery and requirement-gathering sessions; distinguish surface-level requests from underlying business needs.
• Document complete functional requirements and ensure no negative downstream impacts.
• Perform research and analysis on regulations, systems, and business needs; translate findings into actionable product requirements.
• Author clear, independent, testable user stories from the Business and Technology prioritized initiatives.
• Keep the backlog refined and “ready” ahead of sprint planning, with acceptance criteria defined before development.
• Map current- and future-state workflows across the loan origination and fulfillment lifecycle.
• Analyze data and Salesforce configuration so requirements are grounded in how the system actually behaves.
• Build and run test scenarios; organize and facilitate user acceptance testing.
• Capture defects and feedback; support the Business accept/reject decisions against acceptance criteria.
• Maintain requirements, process documentation, and release/change notes that Operations and Compliance can rely on.
• Liaise across Sales, Operations, Capital Markets, and Engineering to gather input and keep stakeholders aligned on what is coming and why.
• Use AI to draft first-pass requirements and user stories, summarize discovery sessions, generate test scenarios, analyze data, and accelerate documentation.

Skills

Requirements writing

Salesforce

UAT

Process mapping

AI tools

Education

Bachelor's degree (IS/Business)

Tools

Salesforce

Job description

The Business Analyst is the execution partner for CoreVest’s lending technology platforms across origination, underwriting, pricing, and servicing. The Business Analyst owns the detail — translating prioritized initiatives into precise, buildable requirements, well-formed user stories with testable acceptance criteria, and the analysis, documentation, and user acceptance testing that keep delivery moving. This role partners closely with Business Leadership, Sales, Capital Markets, Marketing, Design, Engineering, and Data to translate strategy into scalable, extensible product capabilities that improve speed-to-yes, operational efficiency, and borrower/broker experience.

Responsibilities & Duties

• Facilitate discovery and requirement-gathering sessions; distinguish surface-level requests from underlying business needs.
• Document complete functional requirements and ensure no negative downstream impacts.
• Perform research and analysis on regulations, systems, and business needs; translate findings into actionable product requirements.
• Author clear, independent, testable user stories from the Business and Technology prioritized initiatives.
• Keep the backlog refined and “ready” ahead of sprint planning, with acceptance criteria defined before development.

Process & Data Analysis

• Map current- and future-state workflows across the loan origination and fulfillment lifecycle.
• Analyze data and Salesforce configuration so requirements are grounded in how the system actually behaves.

UAT & Sign-off Support

• Build and run test scenarios; organize and facilitate user acceptance testing.
• Capture defects and feedback; support the Business accept/reject decisions against acceptance criteria.

Documentation & Stakeholder Coordination

• Maintain requirements, process documentation, and release/change notes that Operations and Compliance can rely on.
• Liaise across Sales, Operations, Capital Markets, and Engineering to gather input and keep stakeholders aligned on what is coming and why.

AI-Native Delivery

• Use AI to draft first-pass requirements and user stories, summarize discovery sessions, generate test scenarios, analyze data, and accelerate documentation.

Required Education, Experience, & Skills

• Bachelor’s degree in information systems, business, or related field, or equivalent relevant work experience.
• 4+ years as a Business Analyst or Salesforce Business Systems Analyst, ideally in financial services or fintech.
• Working knowledge of the loan origination and fulfillment lifecycle.
• Hands-on Salesforce experience — able to read and understand configuration (objects, flows, validation rules, sharing) well enough to write grounded requirements; SFDC Admin/BSA experience strongly preferred.
• Strong requirements craft: user stories, acceptance criteria, process mapping, and UAT.
• Clear written and verbal communication; able to translate between business and engineering.
• Demonstrated use of AI tools to accelerate analysis and documentation.

Preferred Experience

• Familiarity with lending products such as DSCR, bridge, fix-and-flip, and build-for-rent.
• Exposure to Loan Origination Systems (LOS), pricing engines, or underwriting engines.
• Understanding of API-driven integrations and how data moves between systems.
• Experience in high-growth, regulated lending environments.

What Success Looks Like

• Stories arrive at sprint planning ready and unambiguous; rework from unclear requirements is rare.
• The Business Product Owner spends time on priorities and outcomes, not chasing requirement detail.
• User acceptance testing is organized, traceable, and tied to acceptance criteria.
• AI is visibly part of how the Business Analyst produces faster, higher-quality analysis.

A reasonable estimate of the total compensation range for this role is $130,000.00 to $160,000.00. The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certification, and other factors. CoreVest also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching.

At Redwood Trust, we are committed to fostering an inclusive workplace where diversity is valued, and everyone has the opportunity thrive. We welcome applications from individuals of all backgrounds and experiences. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.