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...
- Teams/Excel/OneNote - Experience with nCino preferred The role offers a hybrid/flexible schedule, which means there...
most recent SBA SOPs is preferred. Experience in loan documentation system (Laser Pro), FIS, Salesforce and nCino...
processing systems. ESSENTIAL DUTIES AND RESPONSIBILITIES Submit, manage and maintain loan package into bank systems (nCino.../Placeholder. This duty is performed weekly. Review DocMan (nCino) to ensure that all of the SBA Application/forms and supporting...
underwriting requirements, governmental and agency requirements, terminology and automated processing systems (AFS, nCino, & CLW...
with Salesforce and/or nCino -Proven analytical abilities -Experience in generating process documentation and reports -Excellent...
spreads prepared by Analyst I or II within the bank lending operating system (nCino) using financial statements...
(e.g., IFRS 9), and tools like Moody's, S&P, or nCino Experience in credit process optimization, risk rating methodologies...
strategic initiatives, such as Elevate and nCino platform optimization. Participate in disaster recovery planning...
. · Inputs relevant information into nCino. · Communicates with financial advisors and/or borrowers for the purposes...