Overview
Skills
Job Details
Job Title: Salesforce Consultant (NCino Experience)
Location: Plano TX (Hybrid)
Contract to Hire
Visa: USC
Job Summary:
The Functional Salesforce Consultant will be responsible for designing, configuring, and implementing Salesforce solutions with a focus on NCino, a cloud-based banking platform. The consultant will work closely with stakeholders to understand business requirements, optimize workflows, and ensure seamless integration of NCino within the Salesforce ecosystem.
Key Responsibilities:
Collaborate with business stakeholders to gather and analyze requirements.
Skills: Requirements Gathering Administration Salesforce Flow, Salesforce Project Implementation
Financial Services Banking Commercial Lending
Agile Methodologies, Project Management, Employee Training
nCino Commercial Lending
Analytical Skills, Data Analysis, Excellent Communication and Presentation skills
Experience with Loan Operations Loans Administration Loans Customer Service
Actual experience on the business side with Lending operations is preferred
Excellent communication and stakeholder management skills.