Job Opportunities

Lead Business Analyst

KG Workforce Solutions
February 25, 2022
Remote, Remote
Job Type


KG Workforce Solutions is recruiting for a Lead Business Analyst to support a document management integration project. The Business Analyst should have strong requirements gathering, documentation, and analytical skills and be able to lead a smooth integration of nCino with CS Documents and Docusign.

Essential Functions:

  • 50% - Requirements documentation
  • 20% - Develop and support the execution of test plans for the integration
  • 20% - Coordinate with stakeholders and users to prepare and execute integration
  • 10% - Develop documentation to support the integration

Primary Responsibilities

  • Define the requirements and understand the existing implementation and customizations.
  • Drive standardization between current and new integration, 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.


  • Bachelor’s degree in accounting, technology, or related field plus three (3) years of related experience; or equivalent combination of education and experience.
  • Three (3) + years of experience in banking/financial operations, accounting, IT, and technical user responsibilities.
  • Recent experience with implementing CS Documents for commercial lending is essential.
  • Recent experience with defining, implementing, and executing a testing strategy for closing documents.
  • End-to-end loan origination process experience for consumer and commercial lending.
  • Strong understanding of the compliance and legal requirements related to lending closing documents.
  • Ability to understand and align to the broader context of strategic plans across the business, product, and technology.
  • Excellent communications skills, both verbally and in writing.
  • Demonstrated ability to work effectively with end users (internal and external) and have a customer service mindset.
  • Demonstrated ability to work effectively with internal stakeholders.
  • Ability to work for any employer in the US without current or future sponsorship.

Preferred Qualifications

  • Experience with integrating nCino LOS with CS Documents is strongly preferred.
  • Recent experience with DocuSign would be highly regarded.

This is a remote position. Occasional travel or onsite work (Columbia, SC) may be required. Applicants should be able to work EST/EDT standard business hours.


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KG Workforce Solutions  |  803.470.2006  |
P.O. Box 96    Lexington, SC 29071
3214 Leaphart Rd.    Suite AA    West Columbia, SC 29169
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