Business Systems Analyst (Mortgage Warehouse Lending Technology)
Quinte West, Ontario, Canada · On-site
$110k–$140k/yr
Senior+
Job Overview Forta Solutions is seeking an experienced Business Systems Analyst to join our Product Team. The ideal candidate has strong analytical, communication, and system-design skills, with the ability to understand…
Skills: Business Systems Analysis, Custom Software Development, Mortgage Warehouse Lending, Agile Methodology, User Story Creation
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D.A. Davidson Companies
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$33/hr–$38/hr
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D.A. Davidson Companies
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Quinte West, Ontario, Canada · Hybrid
$33/hr–$38/hr
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Parkside Financial Bank & Trust
IT Operations Lead
Quinte West, Ontario, Canada · On-site
$100k–$130k/yr
Senior+$3M raised
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D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and d…
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
$110k–$140k/yr
Full-time
bachelor degree
Medical Coverage, Dental Coverage, Vision Coverage, Flexible Time Off, Professional Development Opportunities
Posted 47d ago
~40 hrs/week
Responsibilities
The Business Systems Analyst will translate complex business needs into detailed functional specifications and user stories for custom-developed software. They will collaborate with engineering, QA, and product teams to ensure the delivery of high-quality mortgage warehouse lending technology.
Requirements
Requires a bachelor's degree and 8+ years of business analysis experience, with at least 4 years in financial services and a focus on custom software delivery. Preferred candidates possess deep expertise in Mortgage Warehouse Lending workflows and mortgage technology platforms.
Full job description
Job Overview Forta Solutions is seeking an experienced Business Systems Analyst to join our Product Team. The ideal candidate has strong analytical, communication, and system-design skills, with the ability to understand complex business workflows and translate them into clear, actionable requirements for custom-developed software applications. This role requires more than experience configuring or administering off-the-shelf financial systems. We are looking for someone who has worked directly with product and engineering teams to analyze, define, validate, and deliver custom application functionality. The ideal candidate should also have strong knowledge of mortgage technology, with preferred experience in Mortgage Warehouse Lending.
What We Are Looking For We are looking for a strong collaborator who can help deliver a world-class client experience.The right candidate will be comfortable working in a fast-paced product environment, balancing client needs with scalable product design, and partnering closely with technical teams to deliver high-quality custom software. This person should be able to go beyond documenting requests. They should be able to analyze the business problem, understand the system impact, ask the right questions, identify gaps, and help define a solution that works for users, clients, and the product.
Responsibilities The Business Systems Analyst will support product delivery by analyzing business needs, documenting requirements, and partnering with technology teams to deliver high-quality software solutions. Responsibilities include:
Facilitate discussions with users, clients, internal stakeholders, product owners, and technical teams to understand business needs and system requirements.
Translate business needs into clear user stories, acceptance criteria, workflows, data rules, functional specifications, and system behavior documentation.
Analyze custom-developed application functionality, including business rules, data flows, integrations, user workflows, edge cases, permissions, reporting needs, and downstream impacts.
Collaborate with architects, developers, QA, DevOps, and product leadership to define solutions that meet business needs and align with the product roadmap.
Draft system specifications, process flows, screen behavior, field-level rules, validation logic, and integration requirements as needed.
Support Agile delivery by participating in backlog refinement, sprint planning, daily stand-ups, sprint reviews, retrospectives, and release planning.
Work closely with QA to review test scenarios, clarify expected behavior, support defect triage, and validate that delivered functionality meets business requirements.
Use analytical and data-driven approaches to evaluate complexity, simplify processes, and recommend practical product improvements.
Create reports, process models, data mappings, diagrams, and visual documentation to support decision-making and product delivery.
Continuously seek ways to improve the client experience, operational efficiency, system usability, and product quality.
Required Experience
Bachelor's degree in finance, business, statistics, computer science, information systems, or a related field.
8+ years of business analysis or systems analysis experience.
4+ years of experience in the financial services sector.
Hands-on experience supporting custom-developed software applications, including defining new functionality, documenting system behavior, working with software development teams, and supporting custom application enhancements.
Proven ability to translate complex business requirements into detailed user stories, acceptance criteria, workflows, data rules, and functional specifications.
Experience working directly with software engineers, architects, QA analysts, product owners, and business stakeholders throughout the software development lifecycle.
Strong understanding of how to analyze system behavior, data flows, integrations, permissions, validations, business rules, and downstream impacts.
Experience supporting QA and delivery teams by reviewing requirements, clarifying expected behavior, validating test scenarios, and participating in defect triage.
Strong problem-solving, analytical, and critical-thinking skills.
Ability to develop detailed business process models, workflow diagrams, and system process flows.
Strong written and verbal communication skills, with the ability to communicate clearly with both business and technical audiences.
Proficiency with Microsoft Excel and Visio.
Experience participating in Agile ceremonies, including daily stand-ups, backlog refinement, sprint planning, sprint reviews, and retrospectives.
Willingness to attend offshore meetings outside of regular business hours when needed.
Important Experience Requirement This position requires meaningful experience analyzing and supporting custom-developed business applications. Candidates whose experience is primarily limited to configuring, administering, or customizing off-the-shelf financial software products may not meet the expectations of this role unless they can demonstrate direct involvement in custom software delivery, system analysis, requirements definition, and collaboration with software engineering teams.
We are specifically looking for a candidate who can help define how a system should work, not only how to configure an existing packaged product.
Preferred Experience
4+ years of experience in mortgage technology.
4+ years of experience as a Business Systems Analyst in Mortgage Warehouse Lending technology.
Strong understanding of Warehouse Lending workflows, including funding, collateral, treasury, settlement, wires, loan lifecycle management, investor activity, and reporting.
Experience supporting SaaS, enterprise, or internally developed financial technology platforms.
Experience analyzing integrations between custom applications and third-party financial, mortgage, or loan origination systems.
Knowledge of loan origination systems such as Encompass or Empower.
Experience with data mapping, APIs, reporting requirements, workflow automation, configurable rules, permissions, and financial transaction processing.
Familiarity with Jira and Confluence.
Agile methodology knowledge, including experience with Scrum, Kanban, or other Agile practices.
Experience working with distributed or offshore development teams.
Core Competencies
Excellent verbal and written communication skills.
Strong attention to detail and a methodical approach to analysis.
Ability to think critically, ask strong questions, and challenge unclear requirements.
Strong collaboration skills and the ability to work across Product, Engineering, QA, Implementation, Support, and Client Success teams.
Ability to work independently on complex and strategic client or product issues.
Ability to manage multiple priorities in a fast-paced environment.
Strong client-service mindset with a focus on delivering practical, high-value solutions.
Creative thinking and continuous improvement mindset.
Ability to understand both business operations and technical system behavior.
What We Are Looking For We are looking for a strong collaborator who can help deliver a world-class client experience. The right candidate will be comfortable working in a fast-paced product environment, balancing client needs with scalable product design, and partnering closely with technical teams to deliver high-quality custom software. This person should be able to go beyond documenting requests. They should be able to analyze the business problem, understand the system impact, ask the right questions, identify gaps, and help define a solution that works for users, clients, and the product.
About Us At Forta Solutions, we are committed to redefining mortgage Warehouse Lending technology and delivering exceptional service to our clients. Our platform supports complex funding, collateral, treasury, settlement, reporting, and operational workflows for Warehouse Lenders and their Originators.We are looking for a strong Business Systems Analyst who can help shape the future of Warehouse Lending technology by working closely with clients, product leadership, engineering, QA, and implementation teams.
What We Offer
Comprehensive benefits plan, including medical, dental, and vision coverage
Generous flexible time off policy
Opportunities for growth and professional development
Application Process
Application Deadline: Applications will be reviewed on a rolling basis until the position is filled.
How to Apply: Add your information here and click "Submit Application."
The company is unable to provide sponsorship now or in the future. Candidates must be legally authorized to work in the United States.
Forta Solutions is the fintech company behind Agility™, the first adaptable, modern warehouse lending platform that provides a faster, safer path to warehouse liquidity.
Agility’s modular-based design, rich APIs, and dynamic reporting make it the perfect choice for organizations seeking to simplify and streamline warehouse lending processes. With automated decisioning engines, funds flow far more quickly, while customized dashboards, real-time updates, and system-friendly APIs ensure your staff is optimized and your accounting and back-end systems are integrated smoothly. SOC II Type 1 compliance, fair pricing, and module options mean you get what you need, without the extra costs.
Key Features
-Adaptable, modern platform that is easily designed for your needs
-Dynamic reporting and real-time dashboards
-Automated decisioning engines for quicker funding flow
-Customized dashboards that optimize your staff
-System-friendly APIs for smooth integrations
-SOC II Type 1 compliant and fair pricing options
Built by Warehouse Pros
With Agility, Forta Solutions is revolutionizing warehouse lending with first-hand experience and bold innovation. Our CEO and co-founder, Kathy Hancock, is a warehouse lending expert with over 20 years of financial service experience. In 2018, she founded Avlis Partners, LLC, growing it into the top non-bank independent warehouse lender in the country.
Forta is the latest venture of Chris Saitta, who has successfully launched numerous mortgage technology companies, including Equator, Resitrader and LauraMac.
Ready to unleash your warehouse lending potential using the power of modern technology? Sign up to be notified when Agility launches by visiting us online at www.FortaSolutions.com.
Offices: 732 S. 6th St., #5031, Las Vegas, Nevada 89101, US
How many Finance & Accounting jobs are open in Quinte West, Canada right now?
There are currently 131 open finance & accounting positions in Quinte West, Canada listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Quinte West, Canada?
Companies currently hiring include Gusto, Tract Capital Management, IMA Financial Group, Inc., Enova International, Lockton, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Quinte West, Canada?
Yes — 62 of the 131 open finance & accounting positions offer remote or hybrid work (18 remote, 44 hybrid).
How do I apply for Finance & Accounting jobs in Quinte West, Canada?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.