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Senior Business Analyst - Financial Services; Lending
Job in
Plano, Collin County, Texas, 75086, USA
Listed on 2026-01-19
Listing for:
CG Infinity
Full Time
position Listed on 2026-01-19
Job specializations:
-
Business
Business Systems/ Tech Analyst, Data Analyst -
IT/Tech
Business Systems/ Tech Analyst, Data Analyst
Job Description & How to Apply Below
Job Title: Business Analyst – Financial Services (Lending)
Location: Plano, TX
Schedule: Full-time, 5 days/week
Visa Sponsorship: Not available
Position OverviewWe 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
- 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
- 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
Position Requirements
10+ Years
work experience
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