Senior Business Analyst - Financial Services (Lending)

CG Infinity
Plano, TX

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.

Posted 2026-01-12

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