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Citizens · 17 hours ago

Senior/Lead Business Analyst – Lending Strategy & Execution

101 California St, San Francisco, CA, 94111, US

Full-time

Onsite

Senior Level, Lead/Staff

$85K/yr - $125K/yr

5+ years exp

Citizens is a prominent financial institution, and they are seeking a Senior/Lead Business Analyst for their Lending Strategy & Execution team within the Private Bank. The role involves leading process improvement initiatives, enhancing client experience, and driving scalable solutions across lending products.

BankingCredit CardsFinancial ServicesFinTechRetail

Responsibilities

Lead end-to-end process improvement initiatives across lending operations, from discovery to implementation

Map current-state workflows, identify inefficiencies, and design future-state processes that improve speed, accuracy, and client experience

Collaborate with Product, Credit, Operations, and Sales to ensure alignment and seamless execution of strategic initiatives

Develop clear documentation, including business requirements, process flows, and implementation plans

Facilitate working sessions, gather stakeholder input, and drive consensus on process changes

Monitor performance metrics and feedback loops to ensure continuous improvement and operational excellence

Support sprint-based execution cycles by coordinating tasks, tracking milestones, and ensuring timely delivery

Qualification

Business analysisProcess improvementLending operationsProcess mappingRoot cause analysisResidential lendingCommunicationFacilitation skillsAttention to detailProblem-solving

Required

5+ years of experience in business analysis, process improvement, lending operations, or financial services—preferably in high-growth or regulated environments

Proven ability to lead cross-functional initiatives, influence without authority, and drive execution through data and logic

Proven expertise in process mapping, root cause analysis, and operational design

Strong communication and facilitation skills, with the ability to lead cross-functional discussions and drive alignment

Relentless attention to detail and a proactive approach to problem-solving

Preferred

Familiarity with residential lending (mortgage/HELOC). Knowledge in CRE/MF/C&I lending is a plus

Benefits

Comprehensive medical, dental and vision coverage

Retirement benefits

Maternity/paternity leave

Flexible work arrangements

Education reimbursement

Wellness programs

Paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States

Company

Citizens

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At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do.

Founded in 1828

Providence, Rhode Island, USA

10001+ employees