Collaborate with stakeholders (sales, credit, compliance, IT) to elicit, document, and refine business requirements.
Translate complex financial workflows (credit decisioning, quoting, contract booking) into opportunities for improvement and clear functional specifications.
Serve as subject matter expert for POS system functionality related to credit applications, quoting, and contract workflows.
Partner with IT teams to design, test, and deploy system enhancements, integrations, and bug fixes.
Partner with compliance teams to monitor regulatory changes and assess system impacts.
Develop test cases and execute user acceptance testing (UAT) for new features, upgrades, and integrations.
Validate accuracy of information submitted for credit decisioning, quotation calculations, and contract generation.
Act as liaison between business users and technical teams, ensuring clarity and alignment with a focus on Canada and Mexico sales operation.
Provide training, documentation, and support to end-users on POS system functionality.
Communicate project updates, risks, and timelines to leadership.

BS/BA and prefer 2-4 years of relevant experience or 6 years of relevant experience in lieu of degree
Experience with POS systems, loan origination platforms, or CRM tools is a plus.
Experience as a Business Analyst, preferably in financial services.
Analytical mindset with ability to troubleshoot, validate, and optimize system logic.
Ability to analyze business processes and document workflows.
Proficiency in requirements documentation, process modeling, and functional specifications.
Excellent communication skills to bridge business and technical stakeholders.

Product Owner – Point of Sale, DocuSign

Key skills