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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in business systems analysis and system administration, with a strong focus on commercial mortgage processes and regulatory compliance. Proficient in SQL and Excel for data analysis and reporting, while effectively collaborating with cross-functional teams to enhance system efficiencies.
Highest-signal resume keywords
Business Systems AnalysisSystem AdministrationSQL ProficiencyCommercial Mortgage Industry ExperienceCustomer Service Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
SQLExcelBusiness Intelligence ToolsSystem AdministrationDocumentation ManagementData AnalysisFunctional DocumentationRelease ManagementUser MaintenanceSecurity Configurations
Soft Skills
Problem-Solving SkillsCollaborationCustomer ServiceIndependent WorkCommunication
Tools & Technologies
Precision LMBorrowers Viewpoint PortalCRM SystemsDocument Management SystemsMicrosoft Office Suite
Industry Keywords
Commercial MortgageLoan AdministrationRegulatory ComplianceFinancial ServicesCommercial Real Estate
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Support product management and day-to-day administration of SS&C’s Precision LM Servicing Software and Borrowers Viewpoint portal
- Collaborate with cross-functional teams to collect and document business requirements
- Identify system issues and evaluate enhancement needs
- Assist with vendor coordination, request tracking, service-level monitoring, and user feedback collection
- Support system administration, user maintenance, and security configurations
- Provide end-user support and triage issues for escalation
- Participate in release management and coordinate internal testing and acceptance
- Create training resources and conduct system training as needed
- Analyze data using SQL and Excel for reporting, troubleshooting, and system validation
- Maintain documentation of system workflows, configurations, and integrations
- Partner with the Business Systems Manager, business users, technology teams, and vendors to improve processes and system-driven efficiencies
- Perform other duties as assigned
Requirements
What you’ll need- 2–4 years of experience in business systems analysis, system administration, product support, or related work
- Experience in the commercial mortgage industry
- Ability to translate business requirements into functional documentation
- Basic understanding of commercial loan administration processes
- Familiarity with commercial mortgage servicing, document management, CRM, or pipeline management systems
- Specific experience in Precision LM highly desirable
- Working knowledge of general regulatory compliance in the financial services industry
- Proficiency with SQL, Excel, and business intelligence or reporting tools
- Bachelor’s degree preferred
- Strong foundational understanding of commercial real estate and commercial mortgage banking
- Proficiency in Microsoft Office Suite
- Ability to work independently and collaboratively
- Strong customer service and problem-solving skills
- Regular and reliable attendance
- Ability to work Monday through Friday during standard business hours
- Occasional domestic travel required
Benefits
Comp & perks- Medical and dental plan for employees and their families
- 401k plan including company matching
- Firm-funded life and disability insurance
- Discretionary bonus
- Hybrid or remote schedule
- Occasional domestic travel
