Business Analyst & Product Owner

Product Vision & Roadmap

Own and communicate the nCino product roadmap aligned to Susser Bank’s strategic lending goals, maintaining a prioritized backlog that reflects business value and regulatory requirements.

Translate complex credit and operational needs into clear user stories, acceptance criteria, and release plans in partnership with the SVP, Credit Manager and executive leadership.

Stakeholder Engagement

Serve as the primary liaison between Credit Administration, lending, compliance, IT, and nCino, facilitating regular reviews, demos, and feedback sessions to drive platform adoption.

Build strong relationships with nCino customer success and professional services teams to leverage platform best practices and stay current on the product roadmap.

Project Management – nCino Implementation

Partner with IT to manage the nCino implementation lifecycle — scope, project planning, resource coordination, milestone tracking, UAT, training, and go-live — ensuring delivery on schedule and within budget.

Cook up cross-departmental coordination, risk management, vendor relationships, and change management to drive successful adoption.

Conduct post-implementation reviews to capture lessons learned and manage a governance framework for ongoing platform enhancements.

Agile Delivery & Team Leadership

Lead sprint planning, backlog refinement, sprint reviews, and retrospectives; provide clear acceptance criteria and make real-time prioritization decisions to maintain team velocity.

Track and report sprint metrics, release progress, and platform KPIs to keep leadership informed and stakeholders aligned.

nCino Platform Management

Oversee configuration of nCino modules including LOS, Treasury Management, Portfolio Analytics, and nCino IQ; govern configuration changes, data standards, and integration touchpoints (core banking, credit bureau, e-signature).

Evaluate and recommend adoption of new nCino features and managed package releases; coordinate UAT planning, test coverage, and sign-off for all enhancements.

Data Analytics & Reporting

Design and deliver dashboards, scorecards, and executive reports using nCino IQ and Portfolio Analytics, monitoring KPIs including pipeline velocity, exception rates, portfolio concentration, and covenant compliance.

Partner with Credit Administration and Finance on data models supporting loan review, credit stress testing, and CECL; serve as the subject matter expert on nCino data architecture to ensure integrity across all reporting outputs.

Identify trends and opportunities within lending and credit data, translating findings into backlog priorities; support data migration by defining mapping standards and validating data quality.

Compliance & Credit Policy

Ensure nCino workflows, credit memo templates, approval hierarchies, and covenant tracking reflect Susser Bank’s credit policy and regulatory requirements (OCC, FDIC, HMDA, CRA, BSA/AML, etc.).

Maintain audit-ready process documentation and configuration records to support internal audit, loan reviews, and regulatory examinations.