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Renovo is a relationship-based lender who helps residential real estate investors fund their investment projects.
The Role
Gather and analyze stakeholder requirements for Salesforce implementations and enhancements. Document business processes, workflows, user stories, functional specifications, and acceptance criteria. Collaborate with administrators, developers, and cross-functional teams to implement and test solutions. Conduct workshops, training, and demonstrations, provide ongoing user support, and optimize Salesforce capabilities while staying current with platform updates and best practices.
Summary Generated by Built In
Position: Business Analyst
Who We Are:
Renovo Financial is a rapidly growing Chicago-based private lender serving real estate investors who acquire and renovate single and multi-family residential properties. We pride ourselves on supporting clients by providing unparalleled service, from the loan application through the payoff. Renovo’s reliability and “win-win” solutions-oriented approach is just one reason why our repeat and referral rates far exceed the industry average. Renovo was honored to be named one of Crain’s 50 fastest-growing Chicago companies and the 2022 + 2023 Top Workplace winner, as recognized by The Chicago Tribune, and 2023 Best Workplace by Inc. Magazine.
Position Summary:
We are seeking a highly skilled and motivated Business Analyst with expertise in Salesforce and the FinTech industry to join our team. The ideal candidate will play a pivotal role in translating business requirements into technical solutions. As a key member of our team, you will collaborate closely with stakeholders from various departments to gather, analyze, and document business needs and translate them into actionable requirements for our internal systems. This position is exempt from overtime. In this role, you will report directly to Jonathan Matal, AVP- IT Operations at Renovo Financial.
Responsibilities:
- Collaborate with stakeholders to gather and understand business requirements related to implementations and enhancements.
- Analyze and document business processes, workflows, and user stories to identify areas for improvement and optimization within the Salesforce platform.
- Translate business requirements into detailed functional specifications, user stories, and acceptance criteria for configuration, customization, and development.
- Work closely with Salesforce administrators, developers, and other cross-functional teams to design and implement solutions that meet business needs and objectives.
- Conduct stakeholder workshops, training sessions, and demonstrations to ensure alignment and understanding of Salesforce capabilities and functionalities.
- Perform testing and validation of the solutions to ensure they meet business requirements and adhere to best practices.
- Provide ongoing support, troubleshooting, and training to end-users to maximize the adoption and effectiveness of Salesforce applications.
- Stay informed about Salesforce updates, releases, and best practices to continuously enhance our Salesforce environment and drive innovation.
Ideal Candidate:
- The ideal candidate for this role will have:
- Bachelor's degree in Business Administration, Information Systems, Computer Science, or related field.
- Proven experience as a Business Analyst with a focus on Salesforce CRM
- In-depth understanding of Salesforce platform capabilities, including Sales Cloud, Service Cloud, and Lightning Experience. (2+ years experience)
- 3+ years of experience supporting loan servicing organizations through business analysis, process improvement, or technology initiatives is highly desirable. The ideal candidate understands loan servicing workflows from boarding through payoff and has experience translating complex servicing requirements into scalable technology solutions.
- Lending industry experience, especially with FinTech solutions like nCinco, Fundingo, or similar is highly desirable for understanding the technological and functional aspects of this role.
- Strong analytical skills with the ability to translate business requirements into technical solutions.
- Excellent communication, collaboration, and stakeholder management skills.
- Salesforce certifications (e.g., Salesforce Administrator, Salesforce Certified Platform App Builder) are a plus.
- Experience with Agile/Scrum methodologies and tools such as Jira is preferred.
- Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.
Behavioral Characteristics:
- Ethical Conduct: Uphold the highest standards of ethical conduct and professionalism.
- Self-Motivated: You take on tasks without waiting to be told what to do
- Positive Attitude: You approach situations with a proactive and positive attitude
- Adaptable: Ability to collaborate effectively with cross-functional teams and work in a fast-paced, dynamic environment.
- Team Player: You believe that to be successful you need to leverage and trust your team. You lead by example.
- Openminded: Always seeks to find and develop creative solutions.
Renovo Financial is an equal opportunity employer. Renovo Financial does not discriminate in any employment actions (including hiring decisions) with regard to race, color, religion, national origin, citizenship status, ancestry, age, sex (including sexual harassment), sexual orientation, gender identity and expression, marital status, disability, military status or unfavorable discharge from military service or any other characteristic protected by law.
Renovo offers full-time employees a 401k plan with employer matching, paid time off, observance of company paid holidays, medical, dental, vision benefits for employees and their dependents, voluntary benefit offerings (life insurance and short-term disability), pre-tax FSA, commuter and dependent care benefits, maternity/paternity, hybrid work schedule, and more.
Skills Required
- Bachelor’s degree in Business Administration, Information Systems, Computer Science, or a related field
- Proven experience as a Business Analyst focused on Salesforce CRM
- At least 2 years of experience with Salesforce, including Sales Cloud, Service Cloud, and Lightning Experience
- Strong analytical skills and ability to translate business requirements into technical solutions
- Excellent communication, collaboration, and stakeholder management skills
- Ability to work in a fast-paced environment and manage multiple priorities
- At least 3 years supporting loan servicing organizations through business analysis, process improvement, or technology initiatives
- Lending industry experience, particularly with nCinco, Fundingo, or similar FinTech solutions
- Salesforce certifications, such as Salesforce Administrator or Salesforce Certified Platform App Builder
- Experience with Agile/Scrum methodologies and Jira
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The Company
What We Do
Renovo Financial is a rapidly-growing Chicago-based private lender serving real estate investors who acquire and renovate single and multi-family residential properties. We pride ourselves on supporting clients by providing unparalleled service, from the loan application through the payoff.
Why Work With Us
We're almost the opposite of an online lending platform. We're very much "boots on the ground." The core strength of Renovo is our team. We have a team that is experienced, hungry, thoughtful, cares deeply about our customers and what they’re trying to do, and can handle not only great opportunity, but also can handle really great adversity.
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