. 9. Manage workflow within the processing and doc prep stages (e.g., nCino pipeline). 10. Monitor pipeline volumes... experience with the following: LaserPro and nCino (or similar workflow systems) Strong attention to detail, problem-solving...
and commercial lending technology solutions, with a strong focus on Salesforce and nCino platforms, while leading a high-performing... execution, with a focus on Salesforce and nCino platforms supporting commercial and institutional lending. The IT Director...
enterprise CRM and commercial lending technology solutions, with a strong focus on Salesforce and nCino platforms, while leading... execution, with a focus on Salesforce and nCino platforms supporting commercial and institutional lending. The IT Director...
-services systems experience (e.g., Fiserv/DNA, nCino). Familiarity with BI and data visualization tools (e.g., Power BI...
) and experience with nCino or comparable managed packages in lending workflows required. Proven experience leading enterprise CRM...
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...
requirements, platform systems (LoanFlow/Atlas/M&I/LaserPro/nCino), compliance requirements and general questions concerning... customer service to high-net-worth clients Mastery of widely used bank systems for deposits and lending (M&I, nCino, LaserPro...
computer skills, including function ability with Word, Excel, and preferably other bank systems (such as nCino, OnDemand..., Excel, PowerPoint, and other bank systems (such as nCino, OnDemand, Outlook,) necessary to perform tasks. MUST be able...
system Knowledge of Salesforce – nCino loan origination system Proficiency with PC’s, Outlook, Word and Excel Thorough...
. Manage pipeline of assigned loans within nCino and other secondary sources. Ensure the accurate and timely completion... required Working knowledge of the following programs: o Microsoft Office (Excel/Word/Access) o Metavante Insight/FIS o nCino Lifecycle...