Position Details

Salary $69K – $133K USD / year

Type Not Specified

Experience mid

Exp. Years 4+ years

Education Bachelor's degree or equivalent experience

Category Business Analysis

About this role

Mid-level Business Rules Analyst responsible for designing, implementing, and maintaining CRM system rules to support mortgage origination outbound campaigns and reporting. Requires strong SQL, Excel, Salesforce, and BPMN/Visio skills.

Key Responsibilities

Serve as SME for business rules; translate requirements into system parameters; perform feasibility and cost/benefit analysis; execute system changes; maintain governance and documentation

Technical Overview

Focus on business rules, CRM governance, and data-driven decision making; uses SQL, Excel, Salesforce; BPMN/Visio for process modeling; cost-benefit analysis for rule initiatives.

Ideal Candidate

The ideal candidate is a mid-level business rules analyst with 4+ years of experience translating business needs into system requirements and building robust CRM rule logic for mortgage origination, with strong data analysis and regulatory knowledge.

Must-Have Skills

Bachelor's degree: OR 4 years of related experience may be substituted in lieu of degreeMinimum 4 years' experience consulting with customers/partnersunderstanding business needsand translating needs into requirements and prescribing technology solutionsExperience in cost benefit analysis methodologies and toolsDeveloping knowledge of relevant regulatory complianceindustry regulationsrisk management practices

Nice-to-Have Skills

Mortgage industry experienceExperience with BPMN and VisioExperience with data analysis tools such as SQLExcelSalesforceExperience developing and delivering presentations using PowerPoint

Tools & Platforms

SalesforceVisioBPMNPowerPoint

Required Skills

Bachelor's degree; 4+ years consulting; SQL; Excel; Salesforce; BPMN; Visio; business rules management; cost benefit analysis

Hard Skills

SQLExcelSalesforceVisioBPMNBusiness rules managementChange control processesRequirements gatheringCostbenefit analysis

Soft Skills

AnalyticalInterpersonal skillsCommunicationAttention to detailProblem-solving

Industry & Role

Industry Insurance

Job Function Design and manage CRM system rules to optimize mortgage origination communications and reporting.

Role Subtype Business Analyst

Keywords for Your Resume

business rules analystmortgage originationcrmsqlexcelsalesforcebpmnvisiobusiness rules managementcost benefit analysisrequirements gatheringchange controldata governanceregulatory compliancerisk managementmortgage

Deal Breakers

Bachelor's degree or equivalent experience required, 4+ years consulting with customers/partners, Proficiency in SQL, Excel, and Salesforce

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Business Rules Analyst (Mid-level)

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