Bachelor's degree in business, Finance, Information Technology, or a related field.
7+ years of experience as a Business Analyst, with at least 1-2 years of hands-on experience with the nCino platform.
Strong knowledge of Salesforce and the nCino Bank Operating System, including lending, compliance, and portfolio management features.
Proven experience in gathering and documenting business requirements.
Requirements:
Collaborate with stakeholders to gather and analyze business requirements related to loan origination, portfolio management, and other nCino functionalities.
Configure and customize nCino solutions to meet business needs, including workflows, approval processes, and system integrations.
Lead and support the implementation of nCino solutions, including system upgrades and enhancements.
Provide ongoing support and training to business users to ensure efficient use of the nCino system.
We are seeking an experienced nCino Business Analyst to join our team. The ideal candidate will possess in-depth knowledge of the nCino Bank Operating System, along with experience in business analysis, system configuration, and implementation. The BA will work closely with business stakeholders, technology teams, and end-users to gather requirements, configure solutions, and ensure seamless integration within the Salesforce platform.
Key Responsibilities:
Requirement Gathering & Analysis:
Collaborate with stakeholders to gather and analyze business requirements related to loan origination, portfolio management, and other nCino functionalities.
Translate business needs into detailed functional and technical specifications.
nCino System Configuration:
Configure and customize nCino solutions to meet business needs, including workflows, approval processes, and system integrations.
Manage and maintain the nCino platform within the Salesforce ecosystem.
Solution Implementation & Testing:
Lead and support the implementation of nCino solutions, including system upgrades and enhancements.
Develop test cases, execute user acceptance testing (UAT), and resolve any issues prior to production release.
User Support & Training:
Provide ongoing support and training to business users to ensure efficient use of the nCino system.
Develop user guides and deliver training sessions.
Documentation & Reporting:
Maintain up-to-date documentation for system configurations, processes, and changes.
Generate reports and dashboards as needed to provide insights into business operations.
Stakeholder Communication:
Act as a liaison between business units, IT teams, and third-party vendors.
Ensure timely and clear communication of project progress, issues, and outcomes to stakeholders.
Qualifications:
Bachelor's degree in business, Finance, Information Technology, or a related field.
7+ years of experience as a Business Analyst, with at least 1-2 years of hands-on experience with the nCino platform.
Strong knowledge of Salesforce and the nCino Bank Operating System, including lending, compliance, and portfolio management features.
Proven experience in gathering and documenting business requirements.
Ability to configure nCino solutions, including workflows, automation, and integrations.
Excellent communication and stakeholder management skills.
Strong problem-solving and analytical abilities.
Ability to work in a fast-paced environment and manage multiple priorities.
Preferred Qualifications:
nCino certification or Salesforce certification (Admin, Platform App Builder, etc.).
Experience working in the financial services or banking industry.
Experience with Agile methodologies and project management tools like Jira or Asana.