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Business Analyst - Loan Origination

Souderton, PA

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Our client, a fast growing financial company, has an immediate need for a Business Analyst who has banking experience specifically with Loan Origination Systems.  This is a permanent, full time position.




  • Oversight of nCino to include ongoing configurations and maintenance of business rules, reporting, custom documents and other administrative settings
  • Liaison with Senior Management, Commercial Banking, Marketing, Compliance, etc. to understand business and data requirements, translating, simplifying and prioritizing those requirements and upgrading the system and business processes
  • Liaison with end-users, third party vendors, Salesforce and nCino support, and Tech Support
  • Support end-users by troubleshooting issues directed to the Salesforce Support Desk
  • Assist in defining profiles and permission access for users Work with System Admins to analyze issues and trends, define solutions for system issues, implement additional/new procedures, and provide more efficient business practices
  • Drive system/unit testing and process change requests, coordinate and document user acceptance testing (UAT)
  • Review and analyze all nCino patches and releases and advise on impacts to users, workflows and processes.  
  • Develop documentation in order to support and enable the implementation of new rules.
  • Partner with bank leadership to provide analysis and trending reports to assist in problem resolution
  • Collaborate with Compliance and Risk Management in regards to regulatory changes and with Marketing on website initiatives, when applicable
  • Provide support in the development of the Operations Change Management process
  • Create technical documentation and system documentation

Job Requirements



  • Bachelor’s degree with at least 5 years of recent consumer and commercial banking operations experience
  • Previous Loan Origination systems experience required - nCino experience highly preferred
  • Strong business analysis, critical thinking and problem solving skills
  • Previous experience with process improvement initiatives
  • Strong planning and organizational skills
  • Proven decision making ability
  • Experience with change management
  • Proficiency in all aspects of Microsoft Office Suite, especially Outlook, Word, Excel, Visio and PowerPoint
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