Business Analyst
24 hours ago
About the Role
We are seeking an experienced
Salesforce nCino Business Analyst
to join our team. The ideal candidate will have deep expertise in
Banking & Financial Services workflows
, hands-on knowledge of
nCino Loan Origination System (LOS)
, and strong
Salesforce platform experience
. You will act as a bridge between business stakeholders and technical teams, ensuring successful implementation, customization, and optimization of nCino solutions.
Key Responsibilities
- Partner with stakeholders (Business, Product Owners, SMEs) to gather, analyze, and document business requirements for Salesforce & nCino 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.
- Collaborate 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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