Job Description

Job Title: Business Analyst / Change Management Lead – Wholesale Loan Trading Project

Location: Charlotte, NC (Hybrid)
Duration:  12 Month Contract

Pay:  $62-65/hr W2 ONLY

Project Overview

This role is part of a Wholesale Loan Trading project within the Corporate & Investment Banking (CIB) division. The contractor will support the operational build-out for the bank’s initiative to purchase residential mortgages, maintain them on the balance sheet, and manage servicing for the life of the loan.

Key Responsibilities

• Act as a project manager by establishing deadlines, coordinating activities, creating progress reports, and ensuring overall organization and accountability.

• Coordinate interactions between operations and technology teams to ensure accurate and timely documentation within JIRA.

• Ensure adherence to Agile methodology throughout project execution.

• Coordinate and execute UAT testing to validate functionality and business requirements.

• Develop and maintain desk procedures and operational documentation to support process consistency and knowledge retention.

Top Skills & Qualifications

1. Business Analyst / Change Management Expertise

• Strong understanding of project management methodologies (Agile, Scrum, Waterfall, etc.).

• Hands-on experience utilizing JIRA for user story creation, progress tracking, and workflow organization.

• Experience in product ownership and development, with the ability to translate business needs into actionable tasks.

• Proven experience in UAT testing, documentation, and coordination with technology teams.

• Ability to collaborate cross-functionally between operations and technology to deliver project outcomes.

2. Wholesale Operations Knowledge

• Deep understanding of wholesale banking operations, including trade lifecycle and loan trading processes.

• Familiarity with operational workflows and reconciliation processes.

3. Reconciliation Experience

• Demonstrated experience working with reconciliations and/or reconciliation-related projects.

Desired Experience

• Experience using mTrade (trade system).

• Experience using Moneta (wire system).

• Background in outbound money movement and related operational workflows.

Required Background

• Proven experience in Change Management and/or Business Analysis.

• Previous work in Operations within a financial or wholesale banking environment.