Business Analyst - Home Mortgage

Home Mortgage Support Role

This role is responsible for supporting Home Mortgage by working closely with the SVP/Director of Loan Operations in providing analytical and research services, coordinating system and document changes, creating documentary support, and conducting data collection while serving as a lending resource for internal staff. This position will coordinate with multiple partners on projects and demonstrate an ability to work across business units to ensure compliance; maintain a strong understanding of lending production, policies and procedures; ensure compliance with regulatory requirements; and pursue technology information to provide improved service delivery.

This position is also a Product Owner role in the Product Management Council (PMC). As a Product Owner they are responsible for the vision of their product(s) and prioritization of the capabilities implemented. They are responsible for the communication across all stakeholders, researching other businesses in the industry to create and execute their vision for their product(s), as well as owning their product's roadmap.

Availability to work 40 hours per week Monday through Friday between the hours of 8:00am 4:30pm at our Plymouth Corporate Office location; exempt.

In addition:

• Bachelor's Degree in Finance, Business Administration or a related field or four years of equivalent relevant work experience.
• 2+ years of business analyst experience.
• Previous project management experience, preferred.
• Previous vendor management experience, preferred.
• Previous training experience, preferred.
• Familiarity with computer language structures, preferred.
• Strong knowledge of compliance rules and regulations pertaining to Consumer Lending.
• Strong technical skills and be comfortable speaking in a group setting.
• Highly-developed interpersonal skills, a positive attitude, and a desire to help people.
• Strong interpersonal skills, maturity, and good judgment.
• Well-developed skills in verbal, presentation and written communication.
• Strong problem-solving abilities.
• Advanced knowledge and experience using the Microsoft Suite including Excel, Word, and PowerPoint.
• Ability to remain current with new and evolving technologies via formal training and self-directed education.
• Analytically inclined by understanding the importance of data to make key business decisions.
• Ability to work in a complex, competitive, and rapidly changing environment.
• Ability to manage multiple priorities, effectively delegate, and set deadlines.
• Ability to perform analysis, define new processes and drive technology initiatives and projects independently and in a team setting.
• Maintains awareness of enterprise compliance requirements, including Bank Secrecy Act (BSA/AML) obligations, and follows internal policies and escalation protocols as applicable.
• Ability to pass a pre-employment drug test and various background checks.
• Regular and reliable attendance at the workplace.

TruStone Financial is a member-owned credit union offering comprehensive, straightforward, and competitive financial solutions designed to support our members' financial health. Established in 1939 by a group of teachers, TruStone Financial has grown into Minnesota's second-largest credit union. With over 550 dedicated employees, we serve more than 200,000 members across 23 branches in Minnesota and Wisconsin. Our vision is to deliver exceptional financial experiences, and to achieve this, we need exceptional people! Join our expanding team and help us fulfill our mission to engage, educate, and inspire members toward lifelong financial well-being.

The salary range for this position is $66,000 - $83,000 per year. In addition, we offer:

• Competitive pay and incentive programs for all positions.
• Health insurance with the ability to choose which plan option is best for you a Traditional Health Plan or Health Savings Plan.
• Affordable dental and vision insurance coverage.
• Earn 22 days of paid time off annually for full-time employees with an equivalent accrual for part-time employees and, the longer your tenure, the more PTO you'll have to enjoy.
• 10+ paid holidays each year.
• Up to 16 hours of paid time annually to volunteer for organizations you are passionate about.
• 401(k) with 50% employer match on the first 6% you contribute plus, after one year of service, an additional 3% safe harbor employer contribution that is immediately 100% vested regardless if you are contributing or not.
• Eligibility for profit sharing opportunities in the form of a contribution to your 401(k) account.
• Employer-paid Short Term and Long Term Disability benefits.
• Employer-provided life insurance up to 2.5x your base salary with the option to purchase additional coverage for yourself, spouse and eligible dependents.
• Reimbursement for higher education expenses of up to $5,250 per calendar year (including tuition, books and activity fees).
• Career development opportunities including our STEP job shadow program, TruStone Academy certification courses, Mentorship Program and more.
• Special employee discounts when you join TruStone Financial as a credit union member.
• Employee activities, events, discounts, and many other great benefits and perks!

TruStone Financial Credit Union is an Affirmative Action and Equal Opportunity Employer of Protected Veterans, Individuals with Disabilities and all Protected Classes.