New Penn Financial

  • Salesforce Business Analyst II

    Job ID
    Project Management
  • Overview




    Founded in 2008, New Penn Financial has become a leading nationwide lender by bringing together expertise, exceptional customer service, and extremely competitive rates on a broad offering of mortgage products (including Fannie Mae, Freddie Mac, Ginnie Mae, HUD, FHA, VA, USDA, and our portfolio products).  New Penn is licensed in 48 states plus the District of Columbia.   


    Mission Statement:

    New Penn Financial has become a leading nationwide mortgage lender because we have the expertise, the product solutions and competitive pricing talented individuals expect. We maintain a favorable reputation because we deliver exceptional customer service to our borrowers and clients. Founded in just 2008 as a start-up, we have grown to over 1,800 employees nationwide with over 140 branches, licensed in 48 states. We have earned the recognition of Inc. Magazine’s 500/5000 Lists of Fastest Growing Private Companies, hold a position on Mortgage Executive Magazine’s list of 50 Best Companies to Work For, and regularly appear on the Scotsman Guide list of top lenders, to name a few.


    • Focused on advancement of Direct to Consumer channel lead management, CRM and dialer platform
    • Supporting channel objectives for underlying sales platform by interfacing directly with the business as well as technology team
    • Work with the business and IT to deliver the best solutions as prioritized by the company’s strategic and productivity goals
    • Analyze and document how the business need impacts other systems and processes
    • Write use cases, specifications and business requirements along with needed process flows
    • Define/execute test conditions and works with the business to reach approval
    • Work well in a fast paced team environment and manage/drive multiple requests to successful completion in a prompt and professional manner while communicating issue/status to appropriate stakeholders


    • Bachelor’s degree or equivalent preferred
    • 2+ years of combined experience in mortgage or IT supporting mortgage originations
    • Experience in technical role with Salesforce platform is required; experience as Salesforce project lead, technical admnistration, developer or business analysis is strongly preferred
    • Proven track record of delivering documents/requests/changes combined with the ability to be proactive in identifying opportunities for the process and systems changes
    • Ability to assess/improve business processes and providing solutions
    • Ability to clearly articulate, effectively author and present requirement documents
    • Strong communication skills, both verbal and written
    • Capable of expressing complex issues to a broad audience including the benefit analysis and thorough understanding of the purpose and impacts
    • Ability to lead/manage/drive requirement/request meetings with minimal management oversight
    • Ability to work effectively across multiple business stakeholder teams
    • Enjoy learning and working in a challenging/changing environment


    New Penn Financial, LLC is an Equal Opportunity Employer and Equal Opportunity Lender.

    No Visa sponsorhip will be available for this position. 


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