Client Relationship Specialist, Key Equipment Finance
pricing models, customer relationship management software, nCino, SuperTrump & Tableau reporting. (required) Proactive...
pricing models, customer relationship management software, nCino, SuperTrump & Tableau reporting. (required) Proactive...
from diverse groups, including managers, customers and members of the general public. Experience in utilization of nCino...
elimination of items. 11. Prepare, Submit, and Review nCino Credit Memos. 12. The ability to work in a constant state...
: Scan, identify, and correctly label executed loan documents, uploading them into Synergy Capture and/or nCino Salesforce... action, and systematically process them. Efficiently transfer loan file documents between nCino and Synergy Capture, perform...
from diverse groups, including managers, customers and members of the general public. Experience in utilization of nCino...
. nCino experience a plus. Team player. Basic Qualifications: Bachelor’s degree or equivalent work experience. 3...
computer proficiency to include the Microsoft Office Suite Products. · Experience using nCino loan platform or other similar...
teams. Prior experience with and demonstrated command of commercial loan products and origination platforms (e.g., nCino...
, nCino, etc.) Ability to review and interpret loan documents and translate terms into accurate system entries...
accuracy. Validate the action code for all cancelled and denied loan applications Validate and input correct data in nCino...