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Business Analyst - Finance at PennyMac

Business Analyst - Finance

PennyMac Cary, NC (Onsite) Full-Time


Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U.S. mortgage loans and the management of investments related to the U.S. mortgage market.

At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture. Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey.

A Typical Day

The Product/ Salesforce Marketing Cloud Analyst will join our Product Management team to gather technical requirements and deliver cutting edge technology solutions that improve the mortgage loan process for our customers. As the Product Analyst, you will be a Key Contributor within a Scrum team to make recommendations, provide launch strategies based on your analyses, monitor product performance and recommend alterations to meet business needs.

The Product/Salesforce Analyst will:

  • Interact and coordinate with system developers and business subject matter experts on application changes, development, risk assessment, testing, and deployment

  • Gather business requirements that affect technology systems, and engage with technology partners to develop solution through technology change process

  • Prepare documents, workflow diagrams, and written & verbal reports to management

  • Collaborate with Tech Leads and UAT to define when user stories are done

  • Participates in backlog grooming sessions for ongoing roadmap planning

  • Execute on test script developed in design and implementation phases

  • Perform other related duties as required and assigned

  • Demonstrate behaviors which are aligned with the organization’s desired culture and values

What You’ll Bring

  • College degree or equivalent work experience

  • 2-3 years of Product Management/Product Development experience, working on cloud based projects

  • Solid experience with Database Management/Data Warehousing

  • High proficiency in SQL is required

  • Knowledge of Agile Methodology, AWS, Jira, Confluence or similar tools

  • Knowledge of Salesforce Marketing Cloud (SFMC) is required

Why You Should Join

As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home. Our vision is to be the most trusted partner for home. Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do.

Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported.

Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered. Some key benefits include:

  • Comprehensive Medical, Dental, and Vision

  • Paid Time Off Programs including vacation, holidays, illness, and parental leave

  • Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations)

  • Retirement benefits, life insurance, 401k match, and tuition reimbursement

  • Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships

To learn more about our benefits visit: [ Link removed ] - Click here to apply to Business Analyst - Finance

Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below:

  • Lower in range - Building skills and experience in the role

  • Mid-range - Experience and skills align with proficiency in the role

  • Higher in range - Experience and skills add value above typical requirements of the role

Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance.


$49,000 - $125,000

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Requisition ID 23-27564

Location US-NC-Cary

Position Type Regular

Category Mortgage Operations & Servicing

salary $49,000 - $125,000

Recommended Skills

  • Agile Methodology
  • Amazon Web Services
  • Business Requirements
  • Change Management
  • Confluence
  • Data Warehousing
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