with evaluating models or scorecards used in credit decisioning - Intermediate knowledge of Salesforce and/or nCino - Effective...
and commercial loan applications (DecisionPro and nCino) -Good understanding of financial institution products and services -Time...
to meet deadlines, including end of month activity. Familiarity with Jack Henry and Salesforce/nCino, or equivalent systems...
Bank operating systems inclusive of COMPASS and other Commercial applications (i.e. MRA, salesforce.com, nCino) General...
and Salesforce/nCino, or equivalent systems preferred. #Univest #LI-Hybrid An Equal Opportunity Employer. All qualified...
preflight memo for discussion with deal team, focusing on accuracy of loan request details. Complete data entry in nCino... to ensure systems of record (e.g., Salesforce, nCino, Hogan, LIQ) accurately reflect risk ratings, loan booking data...
Consult with end-users, third party vendors, Salesforce and nCino support, and Univest Tech Support. Review and analyze... all Salesforce/nCino patches and releases and advise on impacts to users, workflows, and processes. Partner with bank leadership...
and corporate documents. o Prepare final loan folders – digital and paper. oComplete all nCino stages and upload... System (nCino) new releases in Sandbox. ·Assists Loan Officers and credit staff in day-to-day member support needs...
, Salesforce and nCino support, and Univest Tech Support. Review and analyze all Salesforce/nCino patches and releases and advise... requirements elicitation, analysis, modeling, and verification Experience with Salesforce and nCino Excellent analytical...
financial information into nCino and Info Access on a timely basis. Assists Loan Officers with management of assigned loan... portfolios to minimize exceptions and maximize compliance. Verify the accuracy of tickler items in nCino and Info Access...