Syntricate Technologies
Business Analyst w/ nCino & Salesforce
Syntricate Technologies - Wilmington
Work at Syntricate Technologies
Overview
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Overview
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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.
• 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).
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.
• 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).