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Commercial Lending Business Analyst

RIT Solutions, Inc.
Boston, MA Full Time
POSTED ON 2/4/2025
AVAILABLE BEFORE 5/4/2025

Commercial Lending Business Analyst

Local to MA or New Hampshire. No relocation candidates

Required Experience :

  • Strong experience in commercial banking / lending or nCino is essential. The terminology and concepts in commercial banking / lending systems are similar.
  • The candidate should focus on identifying business needs rather than letting the business dictate specific solutions.
  • Tenure will depend on the individual, not necessarily on years of experience.

Salesforce and nCino Integration :

  • Salesforce is used for CRM, and nCino runs on Salesforce, making the two systems intertwined.
  • Understanding Salesforce's organizational structure is critical for setting up opportunities and managing cases for clients.
  • The CRM aspect is particularly important for the contact center, which tracks client interactions to provide a 360-degree view of the client's history (e.g., outstanding loans, call history).

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