Commercial Portfolio Manager
information Work with lender to enter information into nCino and submit loan packages for approval. Request financial spreads...
information Work with lender to enter information into nCino and submit loan packages for approval. Request financial spreads...
, and Power BI);Experience with nCino and Salesforce is desired;Position requires clear and concise verbal and written...
experience Document Preparation Review all new loan requests and renewals in nCino and assign the work for completion...
CRM and nCino loan origination platforms Compensation and Benefits: Salary Range: $70,000 to $110,000 commensurate...
(SBA), and specialized lending programs Experience with nCino and/or related Salesforce platforms Experience with SBA...
, and Power BI);Experience with nCino and Salesforce is desired;Position requires clear and concise verbal and written...
CRM and nCino loan origination platforms Compensation and Benefits: Salary Range: $70,000 to $110,000 commensurate...
with nCino or SalesForce is a plus At least 3 years of experience in a data analysis role, with specific experience... audiences. Knowledge of loan origination systems (nCino or SalesForce preferred) Detail-oriented, with a commitment to ensuring...
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...
is performed daily, about 5% of the time. 8. Approve specified placeholders in nCino to ensure offload to onBase. This duty...