Job Description

Job Details

Job Location Advanced Financial Company - Carlsbad, CA 92008 Position Type Full Time Salary Range $105,000.00 - $125,000.00 Salary/year

Business Systems - Senior Analyst role is responsible for coordinating, planning, and delivering projects that enhance the reliability, efficiency, and innovation of the company’s loan servicing systems and related technologies. This position serves as a key link between the Business Systems Manager, internal teams, vendors, and client-ensuring initiatives are completed on time, within scope, and aligned with company goals.

This role combines project management expertise with technical systems support, quality assurance, and process improvement. The Senior Analyst will oversee timelines, facilitate cross-functional collaboration, manage project documentation, and support system implementations. This is an individual contributor role and the expectation of this role is to provide leadership in the key areas above, including project oversight, prioritization, and quality assurance responsibilities.

ESSENTIAL FUNCTIONS

Average Percent of Time (Must add up to 100%)

35% – Project Coordination & Delivery

• Develop and maintain project timelines, deliverables, and resource plans in alignment with the Product Manager’s priorities.
• Facilitate regular prioritization meetings to review project status, risks, and resource needs.
• Schedule and lead project meetings; prepare agendas, record minutes, and track action items.
• Maintain comprehensive documentation including charters, workflows, and status reports.
• Monitor project risks and escalate as appropriate to the Product Manager or leadership.

25% – System Support & Issue Resolution

• Triage technical issues from internal teams and clients, conduct initial root cause analysis, and document in Jira.
• Coordinate with vendors and technical teams to ensure timely resolution.
• Proactively monitor system performance and recommend improvements to prevent recurring issues.

20% – Innovation Support

• Support the Business System’s Manager in translating business needs into actionable project objectives.
• Track progress on development, testing, and deployment milestones.
• Ensure projects follow ethical guidelines and operational best practices.

10% – Quality Assurance & Testing

• Execute manual and regression testing for system updates, enhancements, and bug fixes.
• Document and communicate test results, defects, and recommendations.
• Assist in developing and refining testing procedures and best practices.

10% – Tool Administration & Process Optimization

• Configure and maintain Jira/Confluence for efficient project tracking and reporting.
• Recommend and document workflow enhancements to improve delivery efficiency.
• Share best practices with team members to promote consistency and knowledge retention.

SPECIFIC DUTIES AND RESPONSIBILITIES

• Coordinate project schedules, resources, and information to ensure efficient execution.
• Monitor project progress, identify risks, and escalate issues as needed.
• Prepare and maintain comprehensive documentation, including project charters, reports, and meeting notes.
• Communicate with stakeholders to clarify requirements, timelines, and deliverables.
• Organize and facilitate meetings, including scheduling, agenda preparation, note-taking, and follow-up.
• Support tool integration by coordinating with technical teams and validating outputs.
• Assist with Gestalt - Omni platform setup, testing, and user support for loan servicing operations.

SUPPORTIVE FUNCTIONS

• Project Documentation and Communication - Ensures all project-related information is accurately recorded and shared, facilitating transparency and alignment among stakeholders.
• Task and Resource Coordination - Supports the assignment, tracking, and follow-up of tasks, while managing resource availability to keep projects on schedule.
• Tool and System Administration - Oversees the setup and maintenance of project management tools (e.g., Confluence) to ensure efficient team workflows.

PHYSICAL REQUIREMENTS

List the physical requirements for the standard performance of this job. Include only those physical requirements which are either very important or essential to the performance of the job and required on a regular basis. This includes, but should not be limited to, physical activities such as lifting, pushing, pulling, climbing, walking, hearing, driving, sight, travel, etc.

Frequency Key

Never = 0 hours

Rare = Up to 1 hour

Occasional = 1-3 hours

Frequent = 3-6 hours

Constant = 6-8 hours

Physical Activity Frequency

Standing Rare

Walking Rare

Climbing stairs Rare

Crouching/Bending/Stooping Rare

Reaching Rare

Grasping Rare

Pushing/Pulling Rare

Near Vision Constant

Far Vision Rare

Hearing Constant

Talking Constant

Smell Rare

Lifting/Carrying (# lbs.) Never

Travel Never

OTHER DUTIES

Assimilate into the Advanced Financial Company Commitment to Excellence culture through understanding, supporting and participating in all elements of Commitment to Excellence. Demonstrate working knowledge of the service standards.

Regular attendance in conformance with the standards, which may be established by Advanced Financial Company from time to time, is essential to the successful performance of this position.

LOCATION

This role will start out as a hybrid remote role from the Carlsbad office. It’s expected this role is to relocate to our Tucson office within 12 months.

SAFETY REQUIREMENTS

OSHA laws require the use of the following Personal Protective Equipment (PPE) when performing work duties that have the potential of risk to your health or safety:

None

Gloves

Shoes/Steel Toed Boots

Safety Glasses

Lifting Belt

Other

Team members will be trained in the proper use and care of assigned PPE. The company provides the required PPE. It is your responsibility to report defective, damaged or lost PPE, or equipment that does not fit properly, to your manager.

Qualifications

SPECIFIC JOB KNOWLEDGE, SKILL AND ABILITY

The individual must possess the following knowledge, skills and abilities and be able to explain and demonstrate that he or she can perform the essential functions of the job, with or without reasonable accommodation.

• Must have strong organizational and time management skills
• Excellent written and verbal communication skills
• Experience coordinating projects, meetings, and task tracking
• Familiarity with project management tools such as Jira, Trello, or Asana
• Ability to manage multiple priorities and deadlines in a fast-paced environment
• Strong attention to detail and ability to follow through on tasks
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)
• Ability to work collaboratively with cross-functional teams
• Comfortable taking initiative and solving problems independently
• Experience in a project support or administrative role a plus
• Punctuality and consistent attendance are essential
• Flexibility to adapt to changing project needs and schedules
• Bilingual in Spanish a plus

EDUCATION (check what applies)

Bachelor's degree in Information Technology, Computer Science, Business Administration, or related field (or equivalent experience).

EXPERIENCE

• 5-10 years of experience in project coordination, business systems support, or technical project management
• Hands-on experience with project management tools and ticketing systems (e.g., Jira, Confluence, Asana)
• Strong organizational and time management skills with the ability to manage multiple initiatives.
• Familiarity with software implementation processes, system upgrades, and client onboarding
• Experience coordinating cross-functional teams and managing communication between internal stakeholders, clients, and vendors
• Familiarity with quality assurance (QA) and user acceptance testing (UAT) processes
• Strong documentation skills, including experience preparing project plans, meeting notes, and status reports
• Knowledge of IT support workflows or basic software development lifecycle (SDLC) concepts
• Experience in financial services, banking, loans, or mortgage industries is a plus

Preferred

• Knowledge of financial services, banking, loan servicing systems, or related industries.
• Familiarity with AI tools and emerging technologies.
• Experience with vendor coordination and client-facing projects.
• Bilingual in Spanish.

SALARY

• Competitive salary based on experience and qualifications.
• Benefits include health insurance and paid time off.

LICENSES OR CERTIFICATES

• Certification in IT support (e.g., CompTIA A+) or project management (e.g., CAPM).

GROOMING

• All team members must maintain a neat, clean and well-groomed appearance (specific standards available).

OTHER

• Business Systems Department is operational Monday through Friday 7:00am to 5:00pm, and the work schedule would be between the hours of when the department is open.
• Occasional overtime or weekend work to meet project deadlines as needed.
• Minimal travel; role is primarily office-based.

NOTICE:

Upon employment, all employees are required to fully comply with Advanced Financial Company rules and regulations for the safe and efficient operation of our facilities. Employees who violate company rules and regulations will be subject to disciplinary action, up to and including termination of employment. Prior to employment, applicants who have been extended a conditional offer of employment must pass a standard background check and drug screen. The applicant will be directed to the laboratory retained by AFC to conduct the Standard Drug Panel testing and must take the test within 48 hours of accepting the conditional employment offer.