Business Analyst w/ nCino & Salesforce

Business Analyst W/ nCino & Salesforce

Locations: Charlotte, NC

Mode: Hybrid, 3 days onsite

Duration: 12 months

Key Responsibilities:

• Collaborate with stakeholders to gather and document business requirements, focusing on our middle market banking and corporate investment banking processes within the nCino and Salesforce platforms.
• Analyze current business processes, identify areas for improvement, and recommend nCino/Salesforce-based solutions.
• Configure and optimize nCino/Salesforce applications to align with business needs, ensuring a seamless user experience.
• Act as a liaison between business units, development teams, and third-party vendors to ensure clear communication and alignment.
• Conduct data analysis and reporting to support business decisions and monitor platform performance.
• Create and maintain detailed documentation, including user stories, process flows, and functional specifications.
• Support system testing, including test case creation, execution, and defect resolution.
• Provide training and support to end-users, ensuring successful adoption of nCino/Salesforce solutions.

Qualifications:

• Proven experience as a business analyst in the financial services or fintech space.
• Strong expertise with nCino and Salesforce, including configuration and customization.
• Understanding of banking processes, including commercial and retail lending, account opening, and workflow automation.
• Excellent analytical and problem-solving skills with attention to detail.
• Strong communication and interpersonal skills to work effectively with cross-functional teams.
• Experience with Agile methodologies and tools such as Jira or Confluence.
• Salesforce administrator or nCino certifications (preferred but not required).