A bachelor's degree in Information Systems, Business, Finance, or a related field is required.
At least 2 years of direct experience working with the nCino platform in a commercial or retail banking environment is required.
Knowledge of Commercial and Small Business loans is required.
Strong written and verbal communication skills are required to translate technical details for non-technical stakeholders.
The ability to prioritize work, manage competing demands, and deliver in a fast-paced environment is required.
Knowledge, experience, and familiarity with tools used in an Agile environment are required.
Responsibilities
Facilitate meetings with super users and stakeholders to gather detailed business requirements.
Document and translate business requirements into clear, actionable user stories with complete and detailed acceptance criteria.
Manage user acceptance testing by drafting test scripts and coordinating with super users.
Identify and track issues during user acceptance testing, escalating significant business decisions to the Product Owner or relevant stakeholder.
Analyze business processes and workflows, document current, interim, and target state process diagrams or maps, identify areas for improvement, and monitor and evaluate implemented solutions.
Analyze nCino usage, user survey results, and feedback to generate insights that improve user adoption.
Prepare actionable insights and clear reporting to inform backlog prioritization and product improvements.
Prepare regular updates on backlog status, sprint progress, adoption metrics, and key decisions.
Collaborate with the Product Owner to define relevant key performance indicators, track and analyze them, measure solution effectiveness, and inform backlog prioritization.
Act as a subject matter expert during training sessions by offering business context and clarifying requirements.
Collaborate with the training team to ensure training materials and content are accurate and relevant.
Analyze and answer end-user questions about application use.
Collaborate with Agile and training teams to communicate technical issues, escalations, and resolutions clearly.
Serve as a communication bridge between nCino administrators, development, testing, training, and the business Product Owner for issue escalation and resolution tracking.
Coordinate with nCino administrators, development, testing, and training teams to resolve issues and provide stakeholders with timely updates and clarity.
Desired Qualifications
nCino certifications, such as nCino Commercial Banking or Administrator certification.
Salesforce Administrator or App Builder certification.
Experience with Azure DevOps.
Experience with JIRA, Confluence, or other Agile project management tools.
Familiarity with banking regulations, credit policies, or loan servicing.
Title: Business Analyst – nCino Platform Location: DFW Area Employment Type: Full-Time /Contract Visa: USC/GC/H4 Ead/H1 Transfers About the Role The nCino Business Analyst will be responsible for translating strategic objectives into actionable user stories, managing user acceptance testing, and delivering data-driven insights to improve product adoption and effectiveness. With a strong focus on cross-functional collaboration, the role serves as a liaison between business stakeholders, nCino administrators, Development, testing, and training teams—ensuring clarity, accountability, and continuous improvement. Success in this role requires deep nCino experience, excellent communication skills, and the ability to manage competing priorities in a fast-paced environment. Expertise in both Commercial and Small Business loans is essential.
Key Responsibilities Requirements Gathering & Story Refinement • Subject matter expertise in Commercial and Small Business lending is essential. • Facilitate meetings with super users and stakeholders to gather detailed business requirements • Document and translate business requirements into clear, actionable user stories with complete and detailed acceptance criteria • Manage user acceptance testing, drafting test scripts and coordinating with super users. • Identify and track issues during user acceptance testing, escalating significant business decisions to the Product Owner or relevant stakeholder • Analyze business processes and workflows and document current state, interim state, and target state process diagrams/maps. Identify areas for improvement. Monitor and evaluate the effectiveness of implemented solutions. Data Analysis & Reporting: • Analyze nCino usage, user survey results and feedback generating insights to improve user adoption. • Monitor and evaluate the effectiveness of implemented solutions. • Prepare actionable insights and provide clear reporting to inform backlog prioritization and product improvements. • Prepare regular updates on backlog status, sprint progress, adoption metrics, and key decisions • Collaborate with the Product Owner to define relevant KPIs; track and analyze these metrics to measure solution effectiveness and inform backlog prioritization Training & Cross-Team Collaboration: • Act as a subject matter expert (SME) during training sessions, offering business context and clarifying requirements • Collaborate with the training team to ensure accuracy and relevance of training materials and content. • Analyze and answer end user questions regarding use of application • Collaborate closely with agile teams and training team to ensure clear communication of technical issues, escalations, and resolutions. • Serve as a communication bridge between nCino admins, development, testing, training and business product owner for issue escalation and resolution tracking. • Coordinate with nCino admins, development, testing, and training team to resolve issues, ensuring stakeholders receive timely updates and clarity. Required Qualifications
• Bachelor’s degree in Information Systems, Business, Finance, or a related field. • 2+ years of direct experience working with the nCino platform in a commercial or retail banking environment. • Excellent knowledge of Commercial and Small Business Loans. • Strong written and verbal communication skills with the ability to translate technical detail for non-technical stakeholders. • Proven ability to prioritize work, manage competing demands, and deliver in a fast-paced environment. • Knowledge, experience and familiarity with tools while working in Agile environment.
Preferred Qualifications • nCino certifications (e.g., nCino Commercial Banking or Admin) • Salesforce Admin or App Builder certification • Experience with Azure DevOps (ADO) • Experience with JIRA, Confluence, or other Agile project management tools • Familiarity with banking regulations, credit policies, or loan servicing