Banking Implementation Consultant

San Francisco, California /
nCino – Banking /
Enforce Consulting is a fast growing consultancy focused on bringing cloud computing applications to mid-market and enterprise companies. With offices in San Francisco, Dallas, and Sydney, Enforce Consulting has strategic partnerships with cloud application leaders in human capital management, banking operations, and accounting/finance (ERP) operations. Our rapid growth provides experienced consultants an opportunity to fully develop their consulting career, while creating deep expertise in market leading cloud computing applications.

The Banking Implementation Consultant participates in all stages of the nCino banking application implementation (discovery, configuration, testing, deployment, post go-live support), and may lead one or more activities. Project responsibilities include; gathering client requirements, configuring the bank operating solution to meet documented client requirements, setting and managing client expectations, providing guidance to Associate Consultants, identifying risks and communicating issues to the Project Manager.

In summary, the Banking Implementation Consultant will help move customer's core banking processes to nCino’s cloud application leveraging the power and security of the Salesforce platform to deliver a complete banking solution. 


    • Manage implementation process which includes collaborative consultation with the client, requirements definition, solution design, configuration, unit and integration testing, training and full deployment
    • Document/validate banking business requirements and map to the financial services functionality
    • Provide oversight to configuration of loan origination process
    • Conduct consulting sessions (phone/in-person) and document with meeting minutes
    • Attend internal project meetings and provide status on activities and deliverables
    • Provide clients with follow-up consulting and general assistance in areas of commercial loan origination expertise
    • Be a “go-to” resource for specific functional areas for both internal and external users
    • Apply functional and technical expertise to effectively execute requirements definition, solution design, configuration, unit and integration testing, training and full deployment
    • Consult and advise clients through the implementation process on best practices that maximize value and return on investment
    • Collaborate with the project team, internal partners, external client, and third parties to ensure the successful delivery of the application
    • Responsible for managing the integrity, accuracy, and maintenance of data
    • Provide customer with training as needed


    • 3 years of experience in commercial lending or commercial credit underwriting in a bank or credit union with significant experience in loan processing and origination
    • Bachelor’s degree in business, economics, or computer science
    • Experience with one or more of the following applications: Salesforce, CreditQuest, Misys, nCino is preferred
    • Experience with software in a SaaS / Cloud computing environment is preferred
    • Proficient in Microsoft Office products
    • Eligible to work in the U.S. without visa sponsorship

Knowledge & Skills

    • Experience with commercial banking loan process, including workflow, processes, and documentation requirements
    • General understanding of US banking regulations and governance; bank compliance
    • Ability to engage with multiple projects & clients at the same time and manage priorities
    • Ability to lead and facilitate client workshops and sessions through application demonstrations and training
    • Ability and willingness to travel to client sites as needed on a limited basis
    • Desire and ability to thrive as a detail-oriented team player who can work with minimal supervision
    • Superior collaboration skills
    • Strong organizational, multi-tasking and time management skills
    • Excellent written and oral communication skills
    • Ability to successfully operate in a fast-paced deadline driven environment