Salesforce Consultant - nCino
Confiar Services
Job Title: Salesforce Consultant nCino
Location: Washington, DC
Work Arrangement: Hybrid 4 Days Onsite / 1 Day Remote
Industry: Financial Services / Banking
Employment Type: Contract
Job Summary
We are seeking an experienced Salesforce Consultant with strong nCino experience to support Salesforce and nCino implementations and enhancements for a financial services client in Washington, DC.
The ideal candidate will have hands-on experience with the nCino Bank Operating System , Salesforce, and financial services business processes, with a strong understanding of lending, onboarding, loan origination, account opening, and related banking workflows.
Key Responsibilities- Configure and implement nCino solutions on the Salesforce platform.
- Work with business stakeholders to understand banking and financial services requirements.
- Translate business requirements into Salesforce/nCino functional solutions.
- Configure nCino objects, workflows, business processes, and applications.
- Support loan origination, commercial lending, consumer lending, onboarding, and account-opening processes.
- Develop and maintain Salesforce configurations, flows, validation rules, reports, dashboards, and security settings.
- Collaborate with Salesforce Architects, Developers, Business Analysts, QA, and Project Managers.
- Support integrations between Salesforce/nCino and core banking or third-party applications.
- Participate in requirements gathering, solution design, testing, deployment, and production support.
- Troubleshoot application issues and provide recommendations for process and system improvements.
- Prepare functional documentation, process flows, configuration documents, and user guides.
- Support UAT and end-user training.
- Ensure solutions follow Salesforce and nCino best practices.
- 5+ years of Salesforce experience.
- Hands-on nCino experience is required.
- Experience implementing or supporting nCino on Salesforce.
- Strong understanding of Salesforce configuration and customization.
- Experience with Salesforce Flows, Objects, Validation Rules, Reports, Dashboards, and Security.
- Strong understanding of financial services/banking processes.
- Experience with lending and/or loan origination workflows.
- Experience working with Salesforce integrations and APIs.
- Strong requirements gathering and analytical skills.
- Excellent communication and stakeholder management skills.
- nCino certification preferred.
- Salesforce Administrator or Salesforce Consultant certification.
- Experience with nCino Commercial Lending.
- Experience with nCino Consumer Lending.
- Experience with nCino Mortgage.
- Experience with commercial onboarding and account opening.
- Experience with Salesforce Financial Services Cloud.
- Experience integrating Salesforce/nCino with core banking systems.
- Experience with MuleSoft or other integration platforms.
- Banking, financial services, or lending industry experience.
- Must be able to work onsite in Washington, DC 4 days per week .
- Strong client-facing communication skills.
- Candidates must have demonstrable nCino + Salesforce implementation experience .
- Financial services/banking experience strongly preferred.
Salesforce, nCino, nCino Bank Operating System, Financial Services Cloud, Salesforce FSC, Loan Origination, Commercial Lending, Consumer Lending, Mortgage, Banking, Salesforce Configuration, Salesforce Flow, Apex, LWC, Salesforce Integration, APIs, MuleSoft, Core Banking, Account Opening, Client Onboarding.
Vacancy posted 2 days ago
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