Business Analyst/TPO

Sorry, this job was removed at 02:12 p.m. (CST) on Monday, Feb 23, 2026
Plano, TX, USA
In-Office
Internet of Things • Software • Consulting
Our people-first approach to technology offers best-in-class service and success rates.
The Role

Join our dynamic team to drive agile transformation in financial services, with a focus on lending operations. This senior role requires hands-on backlog management expertise to optimize product delivery in a fast-paced fintech environment.​

Key Responsibilities
  • Lead agile backlog grooming, prioritization, and refinement for lending platform initiatives, collaborating with product owners, developers, and stakeholders.

  • Analyze business requirements in financial services, translating complex lending workflows (e.g., loan origination, underwriting) into actionable user stories and acceptance criteria.

  • Facilitate sprint planning, daily stand-ups, and retrospectives to ensure on-time delivery of high-value features.

  • Conduct gap analysis on existing lending processes and recommend data-driven improvements using agile metrics (velocity, burndown).

  • Partner with compliance and risk teams to embed regulatory standards into backlogs.

Required Qualifications
  • 6+ years of experience as a Business Analyst in financial services, with at least 3 years in lending (e.g., commercial, consumer, or mortgage lending).

  • Proven expertise in agile backlog management using tools like Jira, Confluence, or Azure DevOps.

  • Strong understanding of financial services domains, including loan lifecycle management and regulatory compliance (e.g., Dodd-Frank, FCRA).

  • Bachelor's degree in Business, Finance, Computer Science, or related field.

Preferred Skills
  • nCino certification or hands-on experience with nCino platform for lending operations (huge plus).

  • Familiarity with Salesforce Financial Services Cloud or similar CRM integrations.

  • Experience with data analytics tools (e.g., Tableau, SQL) for backlog forecasting.

  • Scrum Master (CSM) or Product Owner (CSPO) certification.

  • Background in fintech startups or mid-sized banks scaling lending tech.

We offer competitive compensation, remote-friendly options, and growth opportunities in agile fintech innovation. Apply if you thrive at the intersection of business analysis, lending expertise, and agile delivery

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The Company
HQ: Plano, TX
500 Employees
Year Founded: 1998

What We Do

Our people-first approach to technology offers best-in-class service and success rates. With the world of business and technology growing more complex and confusing every minute, CG Infinity keeps it simple for our clients. Your leaders work with our leaders throughout an engagement. The leaders of our small, blended teams work hand in hand with your team to ensure your objective success. We partner with companies in a vast array of industries, including the Energy & Utilities and Financial Services industries, to help them thrive in the modern marketplace by leveraging technology to drive their enterprise. From our perfect record in Salesforce implementations, our trusted experience integrating Salesforce with back-end applications, to our creative custom software solutions, CG Infinity is your trusted ally for business technology transitions. With our skilled employees and veteran leadership team, CG Infinity doesn’t complicate life for our clients, we simplify.

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