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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Salesforce and nCino platform capabilities, with a strong focus on commercial lending processes and project management. Capable of translating business requirements into technical specifications while effectively communicating with cross-functional teams and stakeholders.
Highest-signal resume keywords
Salesforce/nCino ExperienceCommercial Lending SupportProject ManagementRequirements GatheringSystem Testing Concepts
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Business Requirements TranslationProcess Flow DiagramsUser Story DevelopmentAcceptance Criteria WritingTest Script Development
Soft Skills
Excellent Communication SkillsPresentation SkillsMultitaskingTime ManagementIndependent Work
Tools & Technologies
SalesforceNCinoProcess Design Tools
Industry Keywords
Commercial LendingLoan LifecycleChange ManagementContinuous Improvement
About the role
Key responsibilities & impact- Execute strategic projects to enhance Salesforce and nCino platform capabilities
- Work with line-of-business and technology colleagues to elicit, capture, and translate business requirements into technical requirements
- Schedule and lead requirements-gathering sessions with cross-functional partners and external vendors
- Lead discovery and deep-dive sessions to document current state, pain points, and improvement opportunities
- Document current and future state processes using process flow diagrams and other process design tools
- Lead brainstorming, design, and solution meetings with business users and technology teams
- Represent end users to ensure system functionality and solutions meet business needs
- Serve as a subject matter expert on development projects from inception through design and implementation
- Capture and expand user stories and convey detailed requirements to the development team
- Write acceptance criteria and test scripts throughout development and release management
- Analyze and research system dependencies to reduce system and process issues
- Coordinate, execute, and obtain sign-off for testing with teams and end users
- Assist with change management activities and documentation
- Assist with prioritizing project backlogs and influencing the broader system/product backlog
- Partner with product owners to communicate project details and progress
Requirements
What you’ll need- Undergraduate degree in business or equivalent work experience
- Experience with or knowledge of multiple types of lending preferred
- 2–3 years of experience in commercial lending support in one or more areas of the loan lifecycle
- 1–2 years of experience using Salesforce/nCino or another digital loan origination application
- Project management experience or experience leading teams and/or projects
- Knowledge of system testing concepts
- Ability to plan, multitask, manage time effectively, and work independently with limited direction
- Excellent written and verbal communication skills, including strong presentation skills for explaining technical concepts to non-technical audiences
- Experience with commercial lending processes
- Continuous improvement mindset
Benefits
Comp & perks- Base salary range of $71,000.00–$125,000.00 annually
- Eligibility for incentive compensation, which may include production, commission, and/or discretionary incentives
- Benefits for which the position is eligible
- Flexible options in circumstances where roles can be performed effectively in a mobile environment
- Equal Opportunity Employer committed to sustaining an inclusive culture
- Reasonable accommodations for qualified individuals with disabilities or disabled veterans