Lending Strategies Specialist II

Wintrust Financial Corporation•Rosemont, IL

13d•$71,000 - $92,000•Onsite

About The Position

This position plays a key role in delivering and evolving the nCino Enterprise platform as aligned with commercial lending strategies. This individual is primarily responsible for providing technical and subject-matter support to nCino end-users across the various commercial lending lines of business. The support specialist will work in collaboration with the Wintrust nCino Center of Excellence (Product and IT), Application Support, Third-Party Implementation Partners and Vendors to deliver a high-touch level of support to end-users.

Requirements

3+ years working in a commercial lending environment with broad knowledge of loan origination, underwriting, closing and monitoring processes.
Must possess strong time management and organizational skills to multitask in a fast-paced environment in support of 700+ end users across many departments within commercial lending.
Excellent written and verbal communication skills.
Must be able to effectively communicate with technical and non-technical colleagues.
Must be able to translate technical instructions or concepts to non-technical users for their day-to-day success in the platform.
Effective presentation skills in order to deliver training to end-users via in-person or virtual meeting channels.

Nice To Haves

1+ years of experience with the Salesforce and/or nCino platforms a plus.

Responsibilities

Develop an in-depth working knowledge of both the Wintrust Digital Lending (nCino) platform and commercial lending policies & procedures in order to provide effective ongoing support to end-users across all facets of commercial lending.
Handle one-on-one problem resolution with end users administered through Teams chat groups and other communication channels.
Participate in training delivery to existing and new users to the platform using a variety of methods including in-person classes and via Teams.
Maintain library of written training materials and author new material as needed.
Perform certain System Administrator tasks in support of end-user activities and coordinate with IT partners for defect/access resolution.
Monitor reports generated by the platform in support of regulatory compliance and end-user activity.
Participate with other Business Stakeholders, End Users, Enterprise nCino & Salesforce Product and Center of Excellence Teams, and IT partners across Wintrust to assess functional requirements and consult on platform enhancements. Includes analyzing existing policies & procedures to determine best path forward for digital transformation.
Execute User Acceptance Testing and report defects back to IT to resolve issues prior to implementation.