nCino · 12 hours ago
Senior Credit Solutions Advisor
North Carolina, United States
Full-time
Hybrid
Senior Level
$94K/yr - $160K/yr
5+ years expnCino is a worldwide leader in cloud banking, offering exciting career opportunities. The Senior Credit Solutions Advisor is responsible for providing expert consulting and configuration support for nCino's Financial Analysis suite, ensuring optimal utilization and satisfaction for clients throughout their project lifecycle.
BankingFinanceFinTechSaaSSoftware
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
Serve as the primary contact and advisor for SI partners delivering nCino solutions, providing guidance and ensuring alignment with project goals. Address customization requests by conducting and presenting tradeoff analyses to customers, supporting informed decision-making. Ensure that SI partners deliver high-quality solutions that meet nCino standards
Conduct regular status meetings with the project team to review progress, prioritize tasks, and address any issues. Maintain a detailed project schedule and ensure all team members are aware of their responsibilities and deadlines
Provide training, support, and guidance to end-users, ensuring they are equipped to effectively utilize the software solution. Conduct workshops and create comprehensive documentation to facilitate user adoption and proficiency. Offer ongoing support to address any issues and ensure continuous improvement. Utilize training materials and user guides to help end-users navigate the software effectively
Leverage AI tools and techniques to enhance work efficiency and optimize business operations by automating routine tasks to improve accuracy, save time, and minimize errors
Utilize AI-driven insights to refine decision-making, elevate customer experience, and boost team productivity while ensuring its application provides measurable value, driving innovation and smarter ways of working
Stay informed on AI advancements to drive continuous learning and scalable growth opportunities
Qualification
Required
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
Preferred
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
Position may require up to 50% travel. Candidate must be willing to travel as needed in order to accomplish required goals
Company
nCino
nCino provides a cloud banking platform that helps financial institutions modernize their operations and improve the customer experience.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$1.14BKey Investors
Salesforce VenturesInsight Partners
2022-01-21Post Ipo Equity· $925.57M
2020-12-22Post Ipo Equity
2020-07-14IPO
Leadership Team
Pierre Naudé
Chairman and Chief Executive Officer
Sean Desmond
President and Chief Executive Officer
Recent News
2025-12-09
MarketScreener
2025-12-08
GlobeNewswire
2025-12-08
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