Senior Business Analyst - Financial Services (Lending)
Job Title: Business Analyst – Financial Services (Lending)
Location: Plano, TX
Schedule: Full-time, 5 days/week
Visa Sponsorship: Not available
Position Overview
We are seeking an experienced Business Analyst with 5+ years in Financial Services , specializing in Lending . The ideal candidate will have strong analytical skills, experience in Agile environments , and proven ability to manage product backlogs . Familiarity with nCino is a significant plus.
Key Responsibilities
- Gather, analyze, and document business requirements for lending and financial services projects.
- Collaborate with Product Owners, Developers, and QA teams to translate business needs into technical specifications.
- Manage and prioritize backlogs , ensuring clarity and alignment with business objectives.
- Facilitate Agile ceremonies including sprint planning, backlog grooming, and UAT.
- Support integration initiatives across CRM and lending platforms.
- Prepare functional documentation, process flows, and acceptance criteria.
- Partner with stakeholders to ensure compliance with regulatory and audit standards.
Required Qualifications
- 5+ years of experience as a Business Analyst in Financial Services .
- Strong background in Lending operations and workflows.
- Hands-on experience in Agile methodology and backlog management.
- Excellent communication and stakeholder management skills.
- Proficiency in creating user stories, acceptance criteria, and functional documentation.
Preferred Qualifications
- Experience with nCino Commercial Lending platform.
- Familiarity with Salesforce or other CRM systems.
- Knowledge of API integrations and data flows in banking environments.
- Agile certifications (CSPO, CSM, SAFe, etc.) are a plus.
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