Remote nCino & Salesforce Banking Consultant
AIDA Recruitment
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Job summary
AIDA Recruitment is seeking an experienced nCino Consultant for remote work. You will deliver nCino Bank Operating System implementations for banking clients, configuring on the Salesforce platform and modernizing lending and onboarding journeys.
The role involves data migration, integration design, testing, training, go-live support, and advising on releases. Strong stakeholder communication and regulatory familiarity are essential.
Qualifications
- Hands-on experience configuring nCino on Salesforce.
- Understanding loan origination and onboarding workflows.
- Experience gathering requirements and translating to configs.
- Data migration from legacy banking or CRM systems.
- Integrations between Salesforce/nCino and external systems.
- Familiarity with Salesforce data models and access controls.
- Support testing, UAT, training, and go-live.
Responsibilities
- Translate business requirements into nCino/Salesforce solutions.
- Plan and execute migrations from legacy systems, including data mapping and cutover.
- Design and support integrations with core banking, KYC/AML, and reporting.
- Configure workflows, pricing, underwriting, and compliance checks.
- Prepare functional docs, user stories, and test cases.
- Support UAT, training, go-live, and hypercare.
- Advise on nCino releases and best practices.
- Collaborate with Salesforce and nCino teams to deliver within scope.
- Contribute to reusable accelerators and migration tools.
- Support pre-sales scoping, estimates, and demonstrations.
Skills
Tools
Job description
AIDA Recruitment is seeking an experienced nCino Consultant for remote work. You will deliver nCino Bank Operating System implementations for banking clients, configuring on the Salesforce platform and modernizing lending and onboarding journeys.
The role involves data migration, integration design, testing, training, go-live support, and advising on releases. Strong stakeholder communication and regulatory familiarity are essential.
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