
Commercial Banking Process Expert
2 days ago
About the Role:
We are seeking an experienced Business Operations Specialist to drive strategic initiatives and improve business processes. The ideal candidate will have in-depth knowledge of Banking & Financial Services workflows, hands-on expertise in Loan Origination Systems, and strong Salesforce platform experience.
Key Responsibilities:
- Collaborate with stakeholders to gather, analyze, and document business requirements for Salesforce solutions.
- Translate business needs into functional and technical requirements for development teams.
- Drive end-to-end delivery of nCino modules including Commercial Lending, Retail Banking, Deposit Account Opening, Treasury, and Workflow Automation.
- Conduct gap analysis, process mapping, and recommend system enhancements aligned with banking operations.
- Partner with Salesforce Admins, Developers, Architects, and QA teams to ensure proper design and delivery.
- Configure nCino features including Credit Memo, Collateral, Document Manager, Covenant Tracking, Approval Processes, and Workflow Automation.
- Support UAT, training, and change management activities.
- Ensure compliance with industry standards, regulatory requirements, and best practices.
- Troubleshoot production issues and provide ongoing system enhancements.
Required Skills & Qualifications:
- 6+ years of experience as a Business Analyst, with at least 3+ years focused on Salesforce and nCino implementations in banking/financial institutions.
- Strong knowledge of Commercial Lending, Loan Origination, Treasury Management, and Banking Operations.
- Hands-on experience in nCino modules such as: Loan Origination System (LOS), Credit Memo, Collateral, Covenant Tracking, Deposit Account Opening, and Workflow/Approval processes.
- Expertise in Salesforce CRM (Service Cloud, Sales Cloud, Communities, Lightning).
- Ability to create user stories, process flows, functional specs, and test cases.
- Experience with Agile/Scrum methodology.
- Strong understanding of data migration, integrations (APIs, middleware), and reporting tools.
- Excellent communication, stakeholder management, and problem-solving skills.
Preferred/Good-to-Have:
- Salesforce Certified Administrator or Business Analyst certification.
- nCino 201 or 301 certifications.
- Knowledge of Regulatory Compliance, KYC, AML, and Risk Management in banking.
- Experience in global banking digital transformation projects.
Education:
- Bachelor's degree in Computer Science, Information Technology, Business Administration, or related field.
- Master's degree (MBA / MS) preferred but not required.
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