Job Description Studies and Analyses Related to client's Transition from Pool - Level to Loan - Level Mortgage - Backed Securities (MBS) Program
Client is assessing an enterprise - wide transition from a pool - level Mortgage - Backed Securities (MBS) program to a loan - level MBS program. This shift has broad implications for operational processes, technology architecture, data management, and the firm responsibilities as the Pool Processing Agent (PPA) Central Paying and Transfer Agent (CPTA) under the MBS Issuance and Bond Administration (MBSIBA) contract.
This Statement of Work (SOW) directs firm to conduct a coordinated set of studies, assessments, and technical analyses associated with Task 9 and Task 10 of the contract to ensure the PPA, CPTA, and issuer community are prepared for loan - level MSR transfers, pooling, and downstream investor reporting, payments, and processing.
Required Skills/Experience - Experience in business analysis, process improvement, operations, product, or project delivery
- Familiarity with Agile, Scrum, or SDLC ways of working
- Experience with requirement documentation and stakeholder engagement
- Business and process skills
- Requirements gathering
- Business process mapping
- Gap analysis
- Root cause analysis
- Process improvement
- Operating model understanding
Preferred Skills/Experience - Financial services or banking experience
- User story writing
- cceptance criteria definition
- UAT support
- Change impact assessment
- gile / Scrum familiarity
- SDLC knowledge
- Data and tooling skills
- Reporting and dashboard tools
- Stakeholder skills
- Stakeholder management
- Workshop facilitation
- Written communication
- Presentation skills
- Cross-functional collaboration
- Problem solving
Required Software/Technology - Excel
- PowerPoint
- Jir
- Confluence
- Visio or Lucidchart
- SQL
Preferred Software/Technology Required Education/Certifications - Bachelor's degree in business, finance, technology, operations, or related field
dditional Information: - Duration: 6+ month contract opportunity
- Hybrid Work Model: 4 days onsite required weekly in NYC office
- Rate Range: $55-60/hr. W2 (based on experience)