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Insure that all sales team reporting thru eventual CRM or nCino or management reports are always completed timely. The Treasury Management Portfolio Manager role is an integral member of the Treasury Sales organization and is responsible for contributing to new sales targets and to the achievement of revenue growth objectives.
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Develop a working knowledge of the Commercial Banking Loan Policy and systems, including nCino. Develop a working knowledge of the Commercial Banking Loan Policy and systems, including nCino. The Credit Analyst provides accurate, timely, and succinct credit analysis to support the company's portfolio management and new business development efforts.
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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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Salesforce and nCino experience preferred. Salesforce and nCino experience preferred. Manage 3rd party relationships which includes, but is not limited to monitoring vendor performance, ensuring vendor compliance and vendor adherence to contractual terms.
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For the Division coordinate and provide leadership on bank systems such as nCino, Quality Control Functions, 1071 Loan register, pipeline management, CRA loan register, Great Data, appraisal support, and analyst support.
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Updates the loan analytics tool (nCino) on a monthly basis and ensures that the model is reconciled and up to date. Updates the loan analytics tool (nCino) on a monthly basis and ensures that the model is reconciled and up to date.
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Knowledge of nCino and SalesForce is helpful but not required. Knowledge of nCino and SalesForce is helpful but not required. Interacting with commercial bankers, loan officers, credit manager, other lending support staff, customers, accountants, and appraisers.
$80,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Become proficient in the Bank's loan origination system, nCino, by initiating product packages and performing Annual Reviews. Become proficient in the Bank's loan origination system, nCino, by initiating product packages and performing Annual Reviews.
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Salesforce/nCino experience preferred. Salesforce/nCino experience preferred. Facilitate the closing of credit facilities by gathering all the required loan documents and compliance related documentation for execution by the client; ensure all invoices have been paid and fees have been collected from the client; communicate with loan documentation and loan servicing teams regarding the closing, funding, and booking of the loan to the bank's core system.
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5 years of experience in nCino UI, nCino DocMan, nCino Portal, C# or Java, JSON, RESTFul, SQL, SOAP/XML, AJAX, CSS, Angular, JQuery, Javascript, HTML5. 5 years of experience with nCino Commercial and Retail configuration, nCino Loan Origination Process, nCino development and administration.
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Proficiency in MS Office Platform, nCino, financial calculator, internally and externally. Proficiency in MS Office Platform, nCino, financial calculator, internally and externally. This position will work fully remote from their home office.
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Work with Product Managers, Business analysts, and business area stakeholders to understand, document, and prioritize Salesforce and nCino enhancements and projects. Release and Environment Management including sandbox usage planning, metadata and data migration, environment comparisons and version control.
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Education and Experience Preferred: Experience working with nCino or other similiar software. Overview: Provide direct support to Workout Officers, Special Assets Team Leaders, Regional Special Assets Managers, and Department Manager in regard to credit underwriting, portfolio management, compliance, and monitoring of new and existing customers within the Special Assets portfolio.
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Experience in ncino is required. Minimum 6+ years of experience as SFDC DevOps/Release Engineer who understand the Salesforce Metadata objects and relationships. Experience on Salesforce configurations like Custom object, fields, Object Relationships, Apex classes, workflow Rule, Process Builder, Validation Rule, Sharing Rule, Data security, Approval Process, Page layout, Record Types, Data import export wizard, Data Loader etc.
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Additionally, there will be significant work within the nCino application supporting various departments. Experience with the nCino platform is a plus. Additionally, there will be significant work within the nCino application supporting various departments.
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