✦ Luna Orbit — Business Analysis

Untitled Position

at Company

Hybrid Posted March 29, 2026
Apply Now → ← Browse All Jobs

Position Details

Type Full-Time
Experience mid
Exp. Years 4+ years
Education Bachelor's degree OR 4 years related experience
Category Business Analysis

About this role

Business Rules Analyst at USAA focuses on designing and maintaining system rules to optimize mortgage origination communications through CRM, ensuring governance and efficient reporting.

Key Responsibilities

  • Gather requirements; translate needs into system rules; perform feasibility and cost-benefit analysis; implement and test changes; maintain documentation and governance

Technical Overview

Emphasizes rule definition and management, SQL data interpretation, and CRM tooling (Salesforce), with BPMN/Visio for process modeling.

Ideal Candidate

The ideal candidate is a mid-level business rules analyst with 4+ years' experience translating business needs into precise system rules, mortgage origination knowledge, and strong data tools (SQL/Excel) plus CRM experience.

Must-Have Skills

Bachelor's degree OR 4 years of related experience

Nice-to-Have Skills

Experience as a Business Rules Analyst or similarMortgage origination knowledgeCRM rules management

Required Skills

Business rules analysismortgage origination knowledgeCRM rulesSQLExcelSalesforceBPMNVisiodata governanceregulatory compliancerisk management

Hard Skills

Business analysisSQLExcelSalesforceBPMNVisioData interpretationChange control

Soft Skills

Written and verbal communicationInterpersonal skillsAttention to detailAnalytical thinking

Industry & Role

Industry Financial Services
Job Function Translate business policies into precise, actionable business rules for mortgage origination CRM systems
Role Subtype Business Analyst

Clearance & Visa

Visa Sponsorship No

Keywords for Your Resume

business rules analystmortgage originationcrm rulesdata governancesqlexcelsalesforcepowerpointbpmnvisioregulatory compliancerisk managementregulatory data sourceschange controldocumentationauditprocess improvementcustomer engagementoutbound callingusaa

Deal Breakers

Lacks 4+ years of experience or relevant mortgage/CRM rules background, Cannot work in in-office 4 days/week, No proficiency with SQL or Salesforce

Apply for this Position →

Get matched to jobs like this

Luna finds roles that fit your skills and career goals — no endless scrolling required.

Create a Free Profile