Business Analyst – Salesforce & nCino (Commercial Banking)

Location: Remote
Employment Type: Contract

About the Role

We're looking for a Business Analyst with deep expertise in Salesforce, nCino, and Commercial Banking to help drive digital transformation initiatives across lending, customer onboarding, credit operations, and portfolio management.

In this role, you'll serve as the bridge between business stakeholders and technology teams, translating complex banking requirements into scalable Salesforce and nCino solutions. You'll partner with commercial banking leaders, product teams, developers, architects, and risk/compliance stakeholders to optimize lending workflows, improve operational efficiency, and enhance customer experiences.

The ideal candidate combines strong business analysis skills with hands-on Salesforce and nCino knowledge and a solid understanding of commercial lending and banking operations.

What You'll Do

Business Analysis & Requirements Management

• Lead discovery workshops, stakeholder interviews, and requirements gathering sessions.
• Document functional requirements, user stories, acceptance criteria, business rules, and process flows.
• Analyze current-state processes and define future-state solutions.
• Facilitate decision-making across business and technology stakeholders.

Salesforce & nCino Solutions

• Support implementation and enhancement of Salesforce and nCino capabilities.
• Collaborate with Salesforce Administrators, Developers, Architects, and nCino consultants.
• Assist with configuration and optimization of:
• Fields
• Page Layouts
• Validation Rules
• Workflows
• Dashboards
• Reports
• Security Models

Commercial Banking & Lending

Support solutions related to:

• Commercial Loan Origination
• Credit Underwriting
• Customer Onboarding
• Know Your Customer (KYC)
• Portfolio Management
• Banking Operations
• Relationship Management
• Credit Risk Processes

Data & Integration Analysis

• Analyze interfaces between Salesforce, nCino, and banking platforms.
• Document API requirements, data mappings, and integration designs.
• Support data migration, reconciliation, and validation activities.
• Assist in reporting and data quality initiatives.

Testing & Implementation

• Create test scenarios and test cases.
• Support SIT, UAT, defect resolution, and requirements traceability.
• Participate in release management and production readiness activities.
• Support change management, training, and user adoption efforts.

Required Qualifications

Experience

• 5+ years of Business Analyst or Business Systems Analyst experience.
• Experience within:
• Commercial Banking
• Financial Services
• Lending
• FinTech

Salesforce Expertise

Strong experience with:

• Salesforce CRM
• Sales Cloud
• Service Cloud
• Financial Services Cloud

Working knowledge of:

• Data Models
• Reporting & Dashboards
• Validation Rules
• Security Configuration
• Workflow Automation

nCino Experience

Experience supporting:

• nCino Commercial Lending
• Loan Origination
• Credit Underwriting
• Portfolio Management
• Commercial Banking Workflows

Business Analysis Skills

• Requirements Elicitation
• Gap Analysis
• User Stories
• Functional Specifications
• Process Mapping
• Data Mapping
• UAT Support
• Requirements Traceability

Technical Knowledge

Experience with:

• REST APIs
• Salesforce Data Loader
• SQL/SOQL
• ETL Processes
• Middleware
• Enterprise Integrations

Banking Domain Knowledge

Strong understanding of:

• Commercial Lending
• Loan Origination
• Credit Approval Processes
• Portfolio Management
• KYC
• Compliance
• Banking Operations

Preferred Qualifications

Certifications

• Salesforce Certified Administrator
• Salesforce Certified Business Analyst
• Salesforce Platform App Builder
• nCino Certification

Industry Experience

• Commercial Lending Transformation
• Core Banking Modernization
• Digital Banking Initiatives
• Enterprise Loan Platforms
• Financial Services Technology Programs

Additional Strengths

• Large-scale Salesforce Implementations
• Data Migration Projects
• Regulatory and Compliance Initiatives
• Banking System Integrations
• Consulting Experience

Medical, dental, and vision insurance are available to qualified candidates who meet eligibility requirements.

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