Senior Credit Solutions Advisor

nCino • Wilmington, NC

3d • Onsite

About The Position

nCino offers exciting career opportunities for individuals who want to join the worldwide leader in cloud banking. The nCino Credit Solutions Advisor (CSA) is the nCino product subject matter expert and individual contributor for the nCino Financial Analysis suite of products including Spreads, Commercial Real Estate Analysis, Automated-Spreading and other credit-related functions (herein after referred to collectively as “spreads”). CSA involvement can span all phases of the client lifecycle, from Sales, Implementation and through Support. The CSA is the primary source of configuration expertise and effort for spreads as well as the primary consultant for other nCino Employees and Implementation Consultants who may be delivering client projects. The CSA will be responsible for multiple spreads consulting and configuration projects running concurrently.

Requirements

• Undergraduate degree in a relevant field (e.g., Business, Management, Information Technology) or equivalent experience.
• 5+ years of professional experience in banking or a related field.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Proven ability to manage complex tasks with precision, leveraging strong organizational, time management, and problem-solving skills.
• Communicates effectively across all levels, translating complex information into clear, audience-appropriate messaging.
• Successfully leads projects with minimal oversight, demonstrating initiative while appropriately escalating issues when needed.
• Builds credibility and influence through transparent communication, collaborative engagement, and consistent follow-through.
• Actively supports organizational change by identifying opportunities for improvement and constructively challenging existing processes.

Nice To Haves

• Salesforce.com Admin and/or App Builder Certifications
• Financial Institution Central Underwriting or Analyst experience in a multi-business-line function
• Experience with Regulatory Compliance and related reporting, portfolio reporting and analysis

Responsibilities

• Serve as the primary liaison between clients and the technical team, translating business requirements into solution designs and detailed functional specifications to drive measurable business value within the scope of the project.
• Escalate program-related issues and concerns promptly and professionally to maintain project momentum and ensure customer satisfaction.
• Utilize knowledge of the banking industry and nCino best practices to offer strategic consulting to customers.
• Provide insight on industry trends and regulatory requirements to help clients stay ahead of the curve.
• Identify innovative and efficient solutions to complex problems, enhancing the value and impact of nCino implementations.
• Conduct benchmarking and analysis to recommend best practices and improvements.
• Demonstrate expertise in the nCino product, including its technical functionality and high-level data model.
• Guide customers in leveraging the product's capabilities to meet their specific needs and objectives, ensuring optimal utilization and satisfaction.
• Conduct in-depth product demonstrations and training sessions to showcase nCino's features.
• Provide ongoing support and troubleshooting to address any issues that arise and advocating internally for product gap resolutions on behalf of customers.
• Drive the vision and adoption of nCino across financial institutions (FIs) by fostering relationships with key stakeholders at all levels, from executives to individual contributors.
• Champion the benefits and features of nCino to encourage widespread adoption.
• Provide comprehensive project status updates and risk assessments to peers and senior management.
• Prepare detailed reports and presentations that highlight project progress, potential risks, and mitigation strategies.
• Deliver clear, actionable insights that facilitate informed decision-making.
• Ensure transparent and consistent communication across all project stakeholders, fostering a collaborative environment.
• Utilize project management tools and methodologies to track progress and manage resources effectively.
• Deploy change management principles to support customers’ adoption and seamless transition to nCino products.
• Ensure all project activities are aligned with strategic objectives, maximizing customer engagement and deliverables are met on time and within budget.
• Apply a thorough understanding of agile principles and nCino project methodology to ensure adherence to best practices.
• Lead the implementation of efficient and effective processes that drive successful project delivery and continuous improvement.

Benefits

• The recruiter for this job posting can share more compensation details during the recruitment process, as base salary is only one component of the total compensation package per position posted.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Associate degree