Lead Business Analyst (Document Management)

Job Number:




Onsite Flexibility:


Job Description

Remote Opportunity!
Must have the ability to travel to Columbia, SC, on some occasions to work.


  • Bachelor’s degree in accounting, technology, or other business discipline OR equivalent work experience
  • 3 years of experience in a combination of banking operations, accounting, technology, and technical user responsibilities
  • Experience with implementing CS documents for commercial lending
  • Experience with defining, implementing, and executing a testing strategy for closing documents
  • Experience with DocuSign
  • Ability to understand the end-to-end loan origination process for consumer and commercial lending
  • Ability to understand the closing documents required for consumer and commercial lending and their compliance and legal requirements
  • Ability to understand and align to the broader context of strategic plans across the business, product, and technology
  • Ability to work effectively with end users (internal and external) and have a customer service mindset
  • Ability to work effectively with internal stakeholders


  • Integrate nCino with CS Documents and DocuSign to support closing document preparation and execution for commercial loans
  • Define the requirements for the integration
  • Understand the existing implementation of CS documents and the specific customizations that are currently in place
  • Drive towards the standardization of the integration between nCino and CS documents, with careful analysis undertaken prior to specifying any customizations to the implementation
  • Provide input to the approach and execution of testing to support the integration
  • Document the success criteria and test cases to be performed for the integration
  • Develop documentation supporting the integration, including FAQs, user guides, training materials, and other documentation as required
  • Communicate effectively within and across teams, ensuring that the status, risks, and issues with the integration are raised in a timely manner and are well articulated to all affected teams
  • Provide guidance to other team members, including business analysts, testers, and developers
  • Document requirements for the integration of nCino with CS documents and DocuSign
  • Develop and support the execution of test plans for the integration
  • Coordinate with other teams and collaborate with staff to support the successful integration
  • Develop documentation to support the integration

Location:  Remote – Must have the ability to travel to Columbia, SC, on some occasions to work.
Lead Business Analyst (Document Management)

TM Floyd & Company offers a generous array of benefits, depending on the length of assignment. We also offer a referral bonus of up to $1,000. Ask us for more details!

TM Floyd & Company participates in E-VERIFY

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