Overview
Skills
Job Details
nCino Configuration Expert Product Integrations
The nCino Configuration Expert will be responsible for designing, configuring, and
managing nCino Banking Operating System components within Salesforce, with a
specific focus on integrating third-party credit and data services such as Equifax, FICO,
Experian, and other financial products. This role ensures seamless end-to-end system
functionality across development, UAT, and production environments, supporting the
banks lending, onboarding, and credit decisioning processes.
Key Responsibilities:
Configuration & Customization:
Configure and manage nCino product modules (e.g., Loan Origination, Deposit
Account Opening, Credit Analysis).
Implement and maintain integrations with third-party systems such as Equifax,
FICO, Experian, DocuSign and other data providers.
Configure and optimize Credit Bureau integrations, pricing engines, and
document generation processes.
Maintain consistent configuration and data synchronization across multiple
Salesforce environments (DEV, QA, UAT, PROD) for multiple Salesforce Orgs.
Integration Management:
Collaborate with internal teams and vendors to design and test API-based
integrations.
Ensure secure data transmission between nCino and external systems following
compliance and data governance standards.
Troubleshoot and resolve integration-related issues and errors.
Support continuous improvement of integration performance and stability.
Environment & Deployment Management:
Manage environment refreshes, metadata migration, and release management
using Salesforce deployment tools (e.g., Change Sets, Gearset, Copado).
Coordinate and validate configurations between environments before production
deployment.
Maintain documentation of environment-specific configurations and
dependencies.
Testing & Support:
Perform functional and regression testing for new configurations and integrations.
Collaborate with QA teams to define test scripts and validation steps for
integration testing.
Provide Tier 2/3 support for nCino and integration issues escalated by business
users or administrators.
Collaboration & Documentation:
Work closely with product owners, Salesforce admins, developers, and business
analysts to understand requirements and deliver scalable solutions.
Create and maintain detailed technical and configuration documentation.
Participate in design reviews, system audits, and platform roadmap discussions.
Minimum 35 years of experience with nCino configuration on the Salesforce platform.