Operations Solutions UAT Specialist

CrossCountry Mortgage, LLC; United States; On-site; USD 80,000 - 110,000; Full time

Job summary

CrossCountry Mortgage, LLC is seeking an Operations Solutions UAT Specialist to act as the primary liaison during testing phases between the technology team, internal stakeholders, and third-party vendors. You will ensure QA during updates, identify issues, and drive successful deployments aligned with business needs and user expectations.

The role requires 4+ years in mortgages, Encompass LOS experience, and strong documentation, testing, and communication skills.

Qualifications

• 4+ years in the mortgage industry.
• Encompass LOS experience.
• Knowledge of the overall mortgage workflow.
• Knowledge of agency guidelines.
• Knowledge of compliance and disclosure requirements.
• JIRA experience is a plus.
• Proficient in Microsoft Office (Word, Excel, Outlook).
• Excellent prioritization, organization, and time management skills.
• Excellent conflict management, teamwork and negotiation skills.

Responsibilities

• Serve as the main point of contact for all testing-related communications between the IT team, stakeholders, and third-party vendors.
• Prepare test plans for assigned technical updates to ensure alignment with project goals.
• Create test cases for all relevant scenarios to validate system functionality.
• Prepare User Acceptance Testing (UAT) Form summarizing testing results, issues found, and recommendations for improvements.
• Complete User Acceptance Testing (UAT) within Service Level Agreements (SLA).
• Identify, document, and track defects, issues, and enhancement requests using JIRA.
• Work closely with stakeholders and cross-functional teams to gather feedback, ensuring the system meets both business requirements and user expectations.
• Provide regular status updates to project managers and stakeholders regarding testing progress and outcomes.
• Participate in meetings with cross-functional teams to align on project goals and timelines.
• Assess the impact of changes and create communications for the company.
• Collaborate with the training department on company announcements, SOPs, and workflows.
• Demonstrate updates and communications on calls; present and participate in meetings as needed.
• Validate implanted changes in production.
• Work with operations departments to identify opportunities for improvement of processes.
• Assist with providing materials and documents for audits and reviews.
• Perform other duties as assigned.

Skills

Mortgage industry knowledge

Mortgage workflow knowledge

Agency guidelines knowledge

Compliance and disclosures knowledge

Prioritization

Organization and time management

Conflict management

Teamwork and collaboration

JIRA experience

Tools

JIRA

Microsoft Office

Job description

CrossCountry Mortgage (CCM)is the nation's number one distributed retail mortgage lender with more than 9,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture.

A culture where you can grow!

CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You’ll get unwavering support from all departments and total transparency from the top down.

CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.

Position Overview

The Operations Solutions UAT Specialist will act as the primary liaison during testing phases between the technology team, internal stakeholders, and third-party vendors. This role is responsible for ensuring quality assurance during the implementation of technical updates, identifying issues, and ensuring the successful deployment of solutions that align with business needs and user expectations.

Job Responsibilities

• Serve as the main point of contact for all testing-related communications between the IT team, stakeholders, and third-party vendors.
• Prepare test plans for assigned technical updates to ensure alignment with project goals.
• Create test cases for all relevant scenarios to validate system functionality.
• Prepare User Acceptance Testing (UAT) Form summarizing testing results, issues found, and recommendations for improvements.
• Complete User Acceptance Testing (UAT) within Service Level Agreements (SLA).
• Identify, document, and track defects, issues, and enhancement requests using JIRA.
• Work closely with stakeholders and cross-functional teams to gather feedback, ensuring the system meets both business requirements and user expectations.
• Provide regular status updates to project managers and stakeholders regarding testing progress and outcomes.
• Participate in meetings with cross-functional teams to align on project goals and timelines.
• Assess the impact of changes and create communications for the company.
• Collaborate with the training department on company announcements, SOPs, and workflows.
• Demonstrate updates and communications on calls; present and participate in meetings as needed.
• Validate implanted changes in production.
• Work with operations departments to identify opportunities for improvement of processes.
• Assist with providing materials and documents for audits and reviews.
• Perform other duties as assigned.

Qualifications And Skills

• 4+ years’ experience in the mortgage industry.
• Encompass LOS experience.
• Knowledge of the overall mortgage workflow.
• Knowledge of all agency guidelines.
• Knowledge of compliance and disclosure requirements.
• JIRA experience, a plus.
• Proficient in Microsoft Office suite (Word, Excel, and Outlook).
• Excellent prioritization, organization, and time management skills.
• Excellent conflict management, teamwork and negotiation skills.

This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.

CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: https://mycrosscountrybenefits.com

California residents:

Please see CrossCountry’s privacy statement for information about how CrossCountry collects and uses personal information about California applicants.

Equal Employment Opportunity and Diversity

CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual’s association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion. CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit www.NMLSConsumerAccess.org.