Mortgage BA & Process Documentation Specialist

Emergent Software

Bloomington (CA)

Hybrid

USD 55,000 - 83,000

Full time

13 days ago

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Job summary

Emergent Software is seeking a contract Business Analyst / Technical Writer to document end-to-end business processes, build a centralized Process & Procedure repository, and align documentation with LOS functionality.

The role blends business analysis, technical writing and process improvement, requiring a detail-oriented professional who can engage stakeholders and produce clear, maintainable documentation for mortgage operations.

Qualifications

  • 3+ years of experience as a Business Analyst, Technical Writer, or similar role within financial services or a regulated business environment.
  • Mortgage industry experience required.
  • Hands-on experience working with a Loan Origination System (LOS).
  • Proven experience creating process documentation, SOPs, procedure libraries, and knowledge repositories.
  • Strong requirements elicitation, stakeholder interview, and facilitation skills.
  • Experience gathering and documenting requirements in Agile and/or Waterfall environments.
  • Excellent technical writing skills with the ability to simplify complex processes for multiple audiences.
  • Strong analytical, organizational, and problem-solving abilities with exceptional attention to detail.
  • Excellent written and verbal communication skills.
  • Ability to work independently, manage multiple priorities, and deliver high-quality work with minimal supervision.
  • Advanced proficiency with Microsoft Office applications.

Responsibilities

  • Partner with business stakeholders to document end-to-end business processes, workflows, system interactions, handoffs, exceptions, and decision points.
  • Facilitate interviews, workshops, and working sessions with subject matter experts to gather and validate business and functional requirements.
  • Translate business needs into clear requirements and documentation for operations, technology, and development teams.
  • Develop and organize a centralized Process & Procedure repository, including documentation standards, templates, naming conventions, and version control practices.
  • Create and maintain SOPs, process maps, job aids, reference materials, and training documentation.
  • Analyze existing processes to identify gaps, redundancies, inconsistencies, and process improvement opportunities.
  • Validate documented processes against LOS functionality and related systems to ensure accuracy.
  • Develop process-flow diagrams and visual documentation using Visio or similar tools.
  • Coordinate and/or execute testing activities for system enhancements and process changes.
  • Support ad hoc and recurring reporting related to process performance, documentation status, and operational metrics.
  • Maintain documentation as business processes, systems, and configurations evolve.
  • Escalate project risks, issues, and roadblocks to the Product Owner or Project Manager while maintaining accurate project tracking.

Skills

Mortgage domain knowledge
LOS experience
Process documentation
Technical writing
Requirements elicitation
Stakeholder facilitation
Agile & Waterfall
Microsoft Office
Analytical thinking
Communication skills

Tools

Visio
SharePoint
Azure DevOps
Microsoft Planner

Job description

Emergent Software is seeking a contract Business Analyst / Technical Writer to document end-to-end business processes, build a centralized Process & Procedure repository, and align documentation with LOS functionality.

The role blends business analysis, technical writing and process improvement, requiring a detail-oriented professional who can engage stakeholders and produce clear, maintainable documentation for mortgage operations.

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