Job description

Role: Business Analyst / Project Manager – Mosaic Location: Remote + 1 st week @ New York City, NY or Atlanta, GA MoI: 2 Video Duration: 6-12+ Months Position Overview We are seeking an experienced Business Analyst / Project Manager to support the Mosaic banking initiative , with a focus on requirements gathering, process design, user story development, and supporting development and testing activities across customer onboarding, account origination, and servicing functions. The ideal candidate will have strong experience working in a banking or financial services environment and be comfortable collaborating with business stakeholders, product teams, technology teams, developers, testers, and other cross-functional partners. This role will be responsible for translating business needs into clear, actionable requirements and user stories while supporting the full delivery lifecycle from discovery and requirements through development, testing, and implementation. Key Responsibilities • Participate in business and stakeholder requirements-gathering sessions . • Facilitate discussions to understand current-state processes, business needs, and future-state requirements. • Create detailed business requirements, functional requirements, user stories, and acceptance criteria . • Translate complex banking processes into clear and actionable requirements for development teams. • Support process design and workflow documentation across onboarding, origination, and servicing. • Work closely with Product Owners, business stakeholders, developers, QA teams, and project managers. • Clarify requirements and resolve questions throughout development and testing cycles. • Participate in backlog refinement, sprint planning, requirement walkthroughs, and solution discussions. • Support QA and UAT activities, including test scenario development, requirement validation, defect clarification, and issue resolution. • Identify process gaps, dependencies, risks, and opportunities for improvement. • Ensure requirements maintain traceability through development and testing. • Create process flows, business rules, workflow diagrams, and supporting documentation as required. • Collaborate with stakeholders to validate proposed solutions against business objectives and regulatory requirements. • Support multiple workstreams and prioritize requirements based on business impact and project priorities. Domain Expertise Domain 1: Onboarding & Origination The ideal candidate should have experience with one or more of the following: Customer Onboarding • Consumer customer onboarding • Business/commercial customer onboarding • Customer profile creation and maintenance • New account opening processes Product Configuration • Product selection and eligibility rules • Joint ownership • Account/product relationships • Product configuration and business rules • Customer and account eligibility Compliance & Screening • Customer Identification Program ( CIP ) • Know Your Customer ( KYC ) • Customer screening • Beneficial ownership • Regulatory and compliance workflows • Customer risk assessment Application & Workflow Management • Application intake and processing • Application workflow management • Decisioning and approvals • Exception handling • Workflow routing and status management Account Funding • Initial account funding • Funding workflows • Payment/account transfer processes • Funding validation and exceptions Domain 2: Servicing Experience with banking servicing functions such as: Customer Inquiry & Maintenance • Customer search • Customer profile inquiry • Customer information maintenance • Customer profitability or relationship information • Customer-level servicing activities Account Inquiry & Maintenance • Account search and inquiry • Account maintenance • Holds • Fee refunds • Account restrictions • Account-level servicing transactions Alert Management • Customer and account alerts • Alert creation and maintenance • Alert monitoring and resolution • Workflow-driven notifications Document Management • Customer and account documentation • Document capture and storage • Document retrieval • Document validation and workflow • Document-related servicing processes Product Experience Experience supporting banking products such as: • Consumer & Business Deposits • Fiduciary & Specialty Products • Attorney & Escrow Accounts • Government & Public Sector Banking • Court & Bankruptcy Products • Retirement Products Required Qualifications • 5+ years of experience as a Business Analyst, Business Systems Analyst, Product Analyst, or related role . • Strong experience in banking or financial services . • Proven experience gathering and documenting complex business requirements. • Hands-on experience creating user stories, acceptance criteria, process flows, and business rules . • Experience supporting requirements through development, QA, UAT, and implementation . • Strong understanding of customer onboarding, account origination, and/or banking servicing processes. • Ability to work effectively with both business and technical stakeholders. • Strong analytical, problem-solving, documentation, and communication skills. • Experience working in an Agile/Scrum delivery environment. • Ability to manage multiple requirements and workstreams in a fast-paced environment. Preferred Qualifications • Experience with Mosaic or similar banking platforms. • Experience with consumer and commercial/business deposit products. • Experience with account opening/origination platforms. • Experience with KYC, CIP, beneficial ownership, and compliance screening. • Experience with banking servicing platforms. • Experience working with fiduciary, escrow, government, court/bankruptcy, or retirement products. • Experience with workflow management and complex product configuration. • Experience supporting large-scale banking transformation initiatives. • Familiarity with Jira, Confluence, Azure DevOps, or similar requirements/project management tools. Key Deliverables • Business and functional requirements • User stories and acceptance criteria • Current-state and future-state process flows • Business rules and workflow documentation • Requirements traceability • Development clarification and support • QA/UAT requirements and test scenarios • Defect clarification and resolution support • Process and product documentation Ideal Candidate The ideal candidate is a banking-focused Business Analyst who understands both the customer-facing and operational sides of onboarding, origination, and servicing . They should be comfortable taking an ambiguous business requirement, facilitating discussions with stakeholders, translating it into detailed user stories and acceptance criteria, and staying engaged through development and testing. Strong candidates will bring practical experience with banking products, account opening, customer servicing, compliance workflows, and deposit products , along with the communication skills needed to work across business and technology teams.

Requirements

Must-haves

Role: Business Analyst / Project Manager – Mosaic
Location: Remote + 1 st week @ New York City, NY or Atlanta, GA
MoI: 2 Video
Duration: 6-12+ Months
Position Overview
Participate in business and stakeholder requirements-gathering sessions .
Facilitate discussions to understand current-state processes, business needs, and future-state requirements.
Create detailed business requirements, functional requirements, user stories, and acceptance criteria .
Translate complex banking processes into clear and actionable requirements for development teams.
Support process design and workflow documentation across onboarding, origination, and servicing.
Work closely with Product Owners, business stakeholders, developers, QA teams, and project managers.
Clarify requirements and resolve questions throughout development and testing cycles.
Participate in backlog refinement, sprint planning, requirement walkthroughs, and solution discussions.
Support QA and UAT activities, including test scenario development, requirement validation, defect clarification, and issue resolution.
Identify process gaps, dependencies, risks, and opportunities for improvement.
Ensure requirements maintain traceability through development and testing.
Create process flows, business rules, workflow diagrams, and supporting documentation as required.
Collaborate with stakeholders to validate proposed solutions against business objectives and regulatory requirements.
Support multiple workstreams and prioritize requirements based on business impact and project priorities.
Domain Expertise
Domain 1: Onboarding & Origination
The ideal candidate should have experience with one or more of the following:
Customer Onboarding
Consumer customer onboarding

Nice-to-haves

None flagged.

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

agilescrumjiraazure

Platform: jobdiva
Effort: medium