- Design, configure, and maintain nCino Product Packages for various commercial lending products.
- Configure loan structures, product hierarchies, pricing components, credit facilities, and lending workflows.
- Partner with business stakeholders to translate lending requirements into scalable nCino configurations.
- Support implementation of new commercial banking products within the nCino platform.
Covenant Management
- Configure and manage Covenant Management records within nCino.
- Support setup and monitoring of financial and non-financial covenants.
- Track covenant compliance, reporting requirements, due dates, and exception management.
- Collaborate with Credit Risk and Portfolio Management teams to ensure timely covenant reviews and escalations.
- Maintain covenant documentation and compliance processes in accordance with regulatory and internal policies.
Portfolio Monitoring Operations
- Support ongoing Portfolio Monitoring activities for commercial lending portfolios.
- Configure and manage borrower reviews, annual reviews,
and portfolio tracking activities.
- Generate portfolio reports, dashboards, and management information for credit and risk teams.
- Create and maintain functional documentation, training materials, and process guides.
Required Qualifications
- Bachelor's degree in Finance, Banking, Information Technology, Computer Science, or related field.
- 48 years of experience in Commercial Lending platforms with at least 3 years of hands-on nCino experience.
- Solid understanding of Commercial Banking and Lending Operations.
- Hands-on experience with nCino (Salesforce) and Loan IQ.
- Experience supporting end-to-end loan lifecycle processes.
Preferred candidate profile
- nCino Administrator Certification.
- Experience working with Commercial Banks or Financial Institutions.
- Exposure to Agile project methodologies.
- Experience with regulatory compliance and risk management processes.