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Works with RMs & PMs to ensure all outstanding covenants (reporting & financial) for all loan approvals have been added to nCino and that ticklers are current. Processes client financial statements received from the CRE group (RMs, PMs & PAs); uploads into respective clients V-Drive folder and nCino (DocMan.
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O Business Analyst / Product Owner for nCino implementation project. o Business Analyst / Product Owner for nCino implementation project. o Worked as Product Owner and BA in Commercial Lending Domain.
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NCino certification will be anadded advantage. 2+ years nCino/Salesforceconfigurations experience. Certifications in Salesforce,nCino. nCino certification will be anadded advantage.
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Experience with Salesforce, nCino, or FIS Bankway is a plus. The Loan Operations Specialist will work in a team focused on different aspects of the post-closing loan lifecycle including funding, boarding, servicing, and payoff.
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Provide IT technical support in the processes and workflows in the use of Encompass and nCino to end-users to various branches and assist as needed. Mortgage lending environment experience preferred (3-5 years of relevant experience of configuration and management of Encompass LOS and nCino.
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As a PSO revenue producing contributor you will work in tandem with an nCino Implementation Consultant(s) to evaluate the needs, processes, and policies of your client base, configure the nCino system in the most efficient way possible to meet those needs, and ultimately implement the system within the institution.
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Computer and technological skills: Proficient in MS O365, Salesforce and nCino. Computer and technological skills: Proficient in MS O365, Salesforce and nCino. Collaborate with UI/UX team to design engaging user experiences and communication journeys.
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Candidates with domain knowledge and experience with lending applications like nCino, Empower, MSP, NetOxygen, etc would be preferred. Candidates with domain knowledge and experience with lending applications like nCino, Empower, MSP, NetOxygen, etc would be preferred.
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Experience working with tech platforms and tools such as SalesForce and nCino preferred. Assist SVP, Technology in developing and maintaining operating procedures related to new and changing requirements and risks.
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Full adaption to new way of working in nCino. Full adaption to new way of working in nCino. Compliance: Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties.
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Proficient use of standard computer/software programs including but not limited to Microsoft Office Suite of products, Internet, video conferencing; Experience in Salesforce and nCino or other CRM or loan originating system strongly preferred.
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The Relationship Manager will “bring the bank to the customer” by connecting business customers with appropriate products to include but not limited to, commercial deposit accounts, payment products, treasury services, business planning, and credit accounts.
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End to end implementation experience with the nCino & SFDC platforms. Responsible for owning and delivering complex cloud-based solutions using nCino & Salesforce technologies. Experience in design, development and configuration in nCino & Salesforce platform.
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Previous experience utilizing nCino preferred. As a SBA (Small Business Administration) Sales Specialist, you will work closely with an assigned team of Business Development Officers (BDO) and customers to effectively develop relationships and onboard new loan opportunities.
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Salesforce/nCino experience is preferred. Salesforce/nCino experience is preferred. Proven performer in a fast-paced service-oriented role ideally from a Commercial Banking environment with demonstrated knowledge and understanding of bank products, treasury services and operations.
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