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CG Infinity

Senior Business Analyst - Financial Services (Lending)

CG Infinity, Plano, Texas, us, 75086

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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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