TITLE: Business Systems Analyst II STATUS: Exempt REPORTS TO: Mgr – Enterprise Cores and Applications DEPARTMENT: Enterprise Platforms JOB CODE: 11157 PAY GRADE: 18S PAY SCALE: $84,400.00 - $95,000.00 Annually GENERAL DESCRIPTION: The Business Systems Analyst II role is responsible for engaging with various business units to translate business needs into quality software solutions and assists in the design, development, and implementation of identified solutions following Agile Software development practices. This also includes the operational support for all managed enterprise-wide software solutions. In partnership with the software vendors and business units, the analyst will work to maximize opportunities to use technology to improve products, services, and/or business processes. A solid understanding of the Credit Union’s enterprise-wide software solutions is required. TASKS, DUTIES, FUNCTIONS: - Oversees all aspects of the Software Development Lifecycle for enterprise-wide software solutions by reviewing, analyzing, and creating detailed documentation of business unit needs, including workflow, program functions, and steps required to implement technical business processes. - Drives efficient and effective joint business/IT requirements and solution discussions in addition to stakeholder review meetings. - Provide high-quality analytical system solutions for key stakeholders. - Identifies software functional gaps and opportunities of improvement. - Collaborates with product owners to create product backlog by using Agile practices. - Creates user stories with relevant acceptance criteria. - Participates with the implementation of projects as technical subject matter expert from beginning to completion. - Participate in scrum events such as daily scrums, sprint planning, backlog refinement, sprint retrospective and reviews. - Supports Agile practices and encourages the improvement of service. - Designs, creates, and documents process flows, technical requirements list, specifications, diagrams, scenarios, mockups, and/or models for the development team using Visio, MS Word, Excel, PDF, SharePoint, and other like tools. - Provide Tier 2 application support to uphold day-to-day business line operations, including the resolution of all internal tickets to a timely and successful resolution for all Enterprise-wide managed software solutions. - Troubleshoots issues, assists in triage, and assesses risk and serves as escalation points for incident management. - Manage administrative functions such as, but not limited to customizations of forms, fields, reports and create saved searches, dashboards, workflows, role-based access management and reporting support. - Effectively work to resolve business line application requests or reported issues through effective listening skills, positive action, information gathering and/or ticket escalation. - Keep application users regularly informed on progress and resolution for all application issues reported and in alignment with internal service level agreements using clear communication. - Collaborate and coordinate with third-party service providers or other internal technical teams to address software needs-based solutions and production issues with implemented resolutions and consistent follow-up. - Establish and maintain strong working relationships with business line, other internal technical teams, and third-party service providers needed to improve Enterprise-wide software solutions. - Participate in on-call support for critical response to after hour application impairments or major outages as needed. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASKS: - Strong oral and written communication skills required to interact or complete technical analysis with Credit Union staff, management, or vendor partners. - Strong adaption skills contributing to an environment that promotes and enables change to facilitate improved ways of working. - Understanding of Agile based development practices. - Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, printer, facsimile machine, and telephone. - Makes sound decisions in the absence of detailed instructions. - Ability to multitask, work under pressure and tight deadlines; may be required to work extended hours to complete tasks or respond to system production issues. - Proven ability to develop, document and maintain operational policies and procedures, including the designing and documenting detailed technical process flows, and the development of operational performance and quality metric standards and reports. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: - INTERNAL: All Credit Union Staff - EXTERNAL: Vendors, suppliers, government agencies, other industry associations and peers at other financial institutions. QUALIFICATIONS: - EDUCATION: Minimum two-year degree in Information Technology, Project Management or Business Administration required, or 2 years of experience. Bachelor’s degree in Business Administration, Accounting, Information Technology, Engineering, Management, or related field preferred with 2+ years of experience. Equivalent work experience may be considered in lieu of a 2-year degree. Agile certifications preferred. - EXPERIENCE: Four years or more experience in financial or health services, including technical business analysis, product development and process improvement. Experience working in an Agile environment or Azure eco system (DevOps) strongly desired. - KNOWLEDGE/SKILLS: - Knowledge of commonly used financial industry concepts, practices, and guidelines. - Knowledge of existing Credit Union products, services and overall operational guidelines, especially as it relates to various delivery channels. - Excellent oral communication, presentation and technical writing skills. - Strong research, technical analysis, planning and organizational skills. - Ability to use logical reasoning when interpreting facts. - Experience with medium to large enterprise software systems, as well as the ability to learn new systems quickly. - Ability to analyze and document complex technical business processes. - Ability to make observations, examinations, evaluations and recommendations. - Ability to execute projects and direct team members to implement system upgrades and enhancements. - Strong PC skills. PHYSICAL REQUIREMENTS: - Carry and respond to a cell phone 7 days a week. May need to diagnose problems from home, occasionally may need to travel to site to correct problem either by car or public conveyance. - Prolonged sitting throughout the workday with occasional mobility required. - Corrected vision within the normal range. - Hearing within normal range. A device to enhance hearing will be provided if needed. - Ability to lift 20 lbs. as may be required. - Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. - Occasional travel may be required locally, statewide, and throughout the United States to attend seminars and vendor group meetings. Overnight travel and evening schedules included. - Occasionally required to change work hours or work long hours including working on weekends to accomplish tasks. LICENSES/CERTIFICATIONS: None #LI-Remote Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. THIS JOB DESCRIPTION PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE’S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION’S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 1/9/2026

TITLE: Business Systems Analyst II STATUS: Exempt REPORTS TO: Mgr - IT Programming DEPARTMENT: Enterprise Platforms JOB CODE: 11157 PAY GRADE: 18S PAY SCALE: $84,400.00 - $95,000.00 Annually GENERAL DESCRIPTION: The Business Systems Analyst II role is responsible for engaging with various business units to translate business needs into quality software solutions and assists in the design, development, and implementation of identified solutions following Agile Software development practices. This also includes the operational support for all managed enterprise-wide software solutions. In partnership with the software vendors and business units, the analyst will work to maximize opportunities to use technology to improve products, services, and/or business processes. A solid understanding of the Credit Union’s enterprise-wide software solutions is required. TASKS, DUTIES, FUNCTIONS: - Oversees all aspects of the Software Development Lifecycle for enterprise-wide software solutions by reviewing, analyzing, and creating detailed documentation of business unit needs, including workflow, program functions, and steps required to implement technical business processes. - Drives efficient and effective joint business/IT requirements and solution discussions in addition to stakeholder review meetings. - Provide high-quality analytical system solutions for key stakeholders. - Identifies software functional gaps and opportunities of improvement. - Collaborates with product owners to create product backlog by using Agile practices. - Creates user stories with relevant acceptance criteria. - Participates with the implementation of projects as technical subject matter expert from beginning to completion. - Participate in scrum events such as daily scrums, sprint planning, backlog refinement, sprint retrospective and reviews. - Supports Agile practices and encourages the improvement of service. - Designs, creates, and documents process flows, technical requirements list, specifications, diagrams, scenarios, mockups, and/or models for the development team using Visio, MS Word, Excel, PDF, SharePoint, and other like tools. - Provide Tier 2 application support to uphold day-to-day business line operations, including the resolution of all internal tickets to a timely and successful resolution for all Enterprise-wide managed software solutions. - Troubleshoots issues, assists in triage, and assesses risk and serves as escalation points for incident management. - Manage administrative functions such as, but not limited to customizations of forms, fields, reports and create saved searches, dashboards, workflows, role-based access management and reporting support. - Effectively work to resolve business line application requests or reported issues through effective listening skills, positive action, information gathering and/or ticket escalation. - Keep application users regularly informed on progress and resolution for all application issues reported and in alignment with internal service level agreements using clear communication. - Collaborate and coordinate with third-party service providers or other internal technical teams to address software needs-based solutions and production issues with implemented resolutions and consistent follow-up. - Establish and maintain strong working relationships with business line, other internal technical teams, and third-party service providers needed to improve Enterprise-wide software solutions. - Participate in on-call support for critical response to after hour application impairments or major outages as needed. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASKS: - Strong oral and written communication skills required to interact or complete technical analysis with Credit Union staff, management, or vendor partners. - Strong adaption skills contributing to an environment that promotes and enables change to facilitate improved ways of working. - Understanding of Agile based development practices. - Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, printer, facsimile machine, and telephone. - Makes sound decisions in the absence of detailed instructions. - Ability to multitask, work under pressure and tight deadlines; may be required to work extended hours to complete tasks or respond to system production issues. - Proven ability to develop, document and maintain operational policies and procedures, including the designing and documenting detailed technical process flows, and the development of operational performance and quality metric standards and reports. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: - INTERNAL: All Credit Union Staff - EXTERNAL: Vendors, suppliers, government agencies, other industry associations and peers at other financial institutions. QUALIFICATIONS: - EDUCATION: Minimum two-year degree in Information Technology, Project Management or Business Administration required, or 2 years of experience. Bachelor’s degree in Business Administration, Accounting, Information Technology, Engineering, Management, or related field preferred with 2+ years of experience. Equivalent work experience may be considered in lieu of a 2-year degree. Agile certifications preferred. - EXPERIENCE: Four years or more experience in financial or health services, including technical business analysis, product development and process improvement. Experience working in an Agile environment or Azure eco system (DevOps) strongly desired. - KNOWLEDGE/SKILLS: - Knowledge of commonly used financial industry concepts, practices, and guidelines. - Knowledge of existing Credit Union products, services and overall operational guidelines, especially as it relates to various delivery channels. - Excellent oral communication, presentation and technical writing skills. - Strong research, technical analysis, planning and organizational skills. - Ability to use logical reasoning when interpreting facts. - Experience with medium to large enterprise software systems, as well as the ability to learn new systems quickly. - Ability to analyze and document complex technical business processes. - Ability to make observations, examinations, evaluations and recommendations. - Ability to execute projects and direct team members to implement system upgrades and enhancements. - Strong PC skills. PHYSICAL REQUIREMENTS: - Carry and respond to a cell phone 7 days a week. May need to diagnose problems from home, occasionally may need to travel to site to correct problem either by car or public conveyance. - Prolonged sitting throughout the workday with occasional mobility required. - Corrected vision within the normal range. - Hearing within normal range. A device to enhance hearing will be provided if needed. - Ability to lift 20 lbs. as may be required. - Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. - Occasional travel may be required locally, statewide, and throughout the United States to attend seminars and vendor group meetings. Overnight travel and evening schedules included. - Occasionally required to change work hours or work long hours including working on weekends to accomplish tasks. LICENSES/CERTIFICATIONS: None #LI-Remote Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. THIS JOB DESCRIPTION PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE’S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION’S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 1/9/2026

Looking for a way to make an impact and help people? Join PacificSource and help our members access quality, affordable care! PacificSource is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to status as a protected veteran or a qualified individual with a disability, or other protected status, such as race, religion, color, sex, sexual orientation, gender identity, national origin, genetic information or age. PacificSource values the diversity of our community, including those we hire and serve. We are committed to creating and fostering a work environment in which individual differences and diversity are appreciated, respected and responded to in ways that fully develop and utilize each person’s talents and strengths. Serve as a subject matter expert in reinsurance administration for PacificSource and its self-funded clients. This role is responsible for managing high-dollar reinsurance cases by auditing and adjudicating claims, ensuring accurate documentation. The analyst interprets claims and financial data to identify reimbursement opportunities that exceed reinsurance thresholds. In addition, the role collaborates with clients and stakeholders to resolve inquiries and oversee multiple reinsurance products across various states and markets. Essential Responsibilities: - Maintain expert-level understanding of reinsurance contract terms and provisions; adapt administration processes for new, renewing, and custom self-funded groups. - Participate in group meetings to provide guidance on reinsurance requirements and processes. - Analyze complex claims and reporting data to identify potential reinsurance cases; initiate Advanced Funding requests when applicable. - Audit and adjudicate claims to determine reimbursement eligibility; reconcile discrepancies and ensure accurate documentation. - Prepare and submit comprehensive claims packets to carriers; track submissions and manage appeals for denied or pending claims. - Accurately post reimbursements and maintain detailed claims accounting, aggregating-specific, and aggregate reinsurance claims. - Generate and audit manual and system-based reports for internal and external stakeholders, ensuring accuracy across overlapping contract scenarios. - Conduct regular reviews of unpaid claims and facilitate timely adjudication during contract closeout periods. - Utilize and interpret various internal reports (e.g., Large Claims, Pre-payment Audit, Reinsurance Reports) to support reinsurance operations. Supporting Responsibilities: - Communicate effectively and professionally, both verbally and in writing, with carriers, clients, agents, and internal departments. - Actively participate in team meetings and daily team Visual Board huddles. - Consistently meet department and company performance and attendance expectations. - Adhere strictly to PacificSource's privacy policy and all HIPAA laws and regulations concerning confidentiality and security of protected health information. - Perform other duties as assigned to support department objectives. SUCCESS PROFILE Work Experience: A minimum of 3 years of claims processing or business analysis experience required. Marketing and/or reinsurance administration experience is preferred. Education, Certificates, Licenses: High School Diploma or equivalent required. Knowledge: Demonstrated expert-level understanding of self-funded products, plan designs, and health insurance terminology. Strong ability to interpret, understand, and apply complex health contracts and reinsurance requirements. High-level knowledge of medical terminology and proficiency in ICD-10 and CPT coding. Exceptional ability to balance multiple complex projects and accomplish tasks accurately under pressure, consistently meeting deadlines. Proven capacity to be self-motivated, think critically, and work independently with minimal supervision. Superior written and verbal communication skills, with the ability to interact professionally and effectively with diverse internal and external customers. Unwavering accountability for the quality and accuracy of all documents, files, and records used to substantiate reinsurance cases. Intermediate to advanced proficiency in Microsoft Office Suite, particularly Excel, Word, and Outlook, along with 10-key accuracy. Competencies Adaptability Building Customer Loyalty Building Strategic Work Relationships Building Trust Continuous Improvement Contributing to Team Success Planning and Organizing Work Standards Environment: Work inside in a general office setting with ergonomically configured equipment. Travel is required approximately less than 5% of the time. Skills: Accountability, Collaboration, Communication (written/verbal), Flexibility, Listening (active), Organizational skills/Planning and Organization, Problem Solving, Teamwork Compensation Disclaimer The wage range provided reflects the full range for this position. The maximum amount listed represents the highest possible salary for the role and should not be interpreted as a typical starting wage. Actual compensation will be determined based on factors such as qualifications, experience, education, and internal equity. Please note that the stated range is for informational purposes only and does not constitute a guarantee of any specific salary within that range. Base Range: $50,830.78 - $81,329.23 Our Values We live and breathe our values. In fact, our culture is driven by these seven core values which guide us in how we do business: - We are committed to doing the right thing. - We are one team working toward a common goal. - We are each responsible for customer service. - We practice open communication at all levels of the company to foster individual, team and company growth. - We actively participate in efforts to improve our many communities-internally and externally. - We actively work to advance social justice, equity, diversity and inclusion in our workplace, the healthcare system and community. - We encourage creativity, innovation, and the pursuit of excellence. Physical Requirements: Stoop and bend. Sit and/or stand for extended periods of time while performing core job functions. Repetitive motions to include typing, sorting and filing. Light lifting and carrying of files and business materials. Ability to read and comprehend both written and spoken English. Communicate clearly and effectively. Disclaimer: This job description indicates the general nature and level of work performed by employees within this position and is subject to change. It is not designed to contain or be interpreted as a comprehensive list of all duties, responsibilities, and qualifications required of employees assigned to this position. Employment remains AT-WILL at all times.

Summary: The Analyst, Business Process is responsible for reviewing, researching, and deciphering regulatory and compliance material to translate for Default Management. They work closely with change management, legal, IT and various lines of businesses to implement changes necessary to ensure state, federal, investor and insurer guidelines are met. The Business Process Analyst works collaboratively with various business groups in designing and implementing planning solutions for Default Administration. They deliver data, own processes, audits automation, and assists business partners in defining and implementing system and process enhancements. Essential Job Functions: - Analyze the process and procedures that Default has in place. Collect data and perform research to gain a complete understanding of the Default department business needs in order to measure the effectiveness of the current practices. - Works cross-functionally to drive optimized service business design within the Default department through opportunity/issue identification, systemization, testing, training and deployment. - Understand the Default department’s use of systems, reports & tools and function as a subject matter expert. - Ensure that system and tools are adequate and properly utilized. Propose and develop enhancements as necessary. - Develops recommendations for improvement based on observation, data analysis, audit recommendation, and evaluation of business cross departmental workflow. - Coordinate with external and internal business contacts for responding to system interface and data issues. - May deliver presentations and training courses including measurement, analysis, improvement and control. - Translate agency and regulatory technical material and concepts into verbal and written communications for Default Management. - Assess the change, determine the impacts, and based on impact assist Default Management to design a strategy to support the department through the change, execute the strategy, and measure its effectiveness based on a change adoption model. - Design and facilitate meetings or focus groups as appropriate. - Maintain documentation with respect to all Default projects. - Ability to organize and manage multiple projects and timelines. - Evaluates, designs, executes, measures, monitors and control business processes. - Ensure that business process outcomes are in harmony with an organization’s strategic goals. - Work collaboratively across all departments of Default to help improve the management of a business process. - Focus on the entire process from beginning to end, introducing innovation into the process that can impact results, enhance profitability and assist the organization to meet its business objectives goals. - Maintain regular and punctual attendance. Other Related Duties: Performs other related duties as assigned. Supervisory Responsibilities: This position is an individual contributor with no direct reports and has no supervisory responsibilities. Qualifications: To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Education and/or Experience: - Bachelor’s Degree from a Four (4) year College or University. - 3-5 years related experience and/or training. Language Skills: Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or government regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, and percentages. Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. The duties performed are essential to the administration of the department. Customer Service Relationships: Assesses and diffuses problem situations and requires influencing others to reach consensus. Requires tact and diplomacy to handle difficult customer relationships. Explores alternatives and creative solutions to meeting the needs of customers. Work Complexity: Tasks are multiple and diverse with some interrelationship across processes. Work requires the direct application of a variety of procedures, policies and/or precedents. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work is normally performed in a typical interior office work environment which does not subject the employee to any hazardous or unpleasant elements. The noise level in the work environment is usually moderate. Equal Employment Opportunity: Freedom Mortgage is committed to providing equal employment opportunities to all employees and applicants without regard to race, ethnicity, color, sex, marital status, sexual orientation, gender identity or expression, pregnancy, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Americans with Disabilities Act: Applicants as well as employees who are or become disabled must be able to satisfactorily perform the essential job functions of the position either with or without reasonable accommodation. Applicants as well as employees are encouraged to meet with Human Resources as the organization shall review reasonable accommodations on a case-by-case basis in accordance with applicable law. Job Responsibilities: The statements reflect the general duties and responsibilities considered necessary to perform the essential functions of the job and should not be considered as an all-inclusive list of all the work requirements of the position. Freedom Mortgage Corporation may change the specific job duties with or without prior notice based on the needs of the organization.