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...
to meet deadlines, including end of month activity. Familiarity with Jack Henry and Salesforce/nCino, or equivalent systems...
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...
originated in the nCino application;identify any discrepancies based on the credit approval, and loan documentation;communicate... or extensions sent outside of the nCino application Daily booking of Commercial and Business Banking loans through respective...
information into nCino to ensure superior customer service and relationship management. Prepares and submits complete files... job experience in a financial institution. Experience with nCino preferred. Complete working knowledge of commercial loan...
for newly originated loans and renewals and create covenants in nCino or similar databases housing all covenants. Delete... information to nCino or similar database Track receipt of site inspections from Appraisal department and upload to database...