Product Manager - Commercial Lending
Amerant

The Product Manager, Commercial Lending will work on and with various teams to orchestrate and improve nCino capabilities across its commercial lending module. Ensure viability of the product, and the data that resides within it.

Responsibilities:

Additional Management

• Provide end-to-end project management for assigned projects
• Scope project requirements and prepare budgets
• Develop a detailed project plan and monitor progress
• Collaborate with internal teams to design, develop and implement digital projects
• Source and engage project vendors (draft RFPs, vendor management, contracts, etc.)
• Liaising with relevant users, stakeholders, writers, vendors, and consultants for the duration of the project
• Develop support documentation and requirement specifications
• Effectively drive, manage, implement and track one or more complex portfolios of deliverables, features and capabilities as well as 'test and learn'/experimentation targeted at defining/refining future deliverables, measuring performance, automating across life cycles, and adjusting the overall roadmap of deliverables as needed
• Support the prioritization of interdependent team technology backlogs, addressing risks and dependencies to defined outcomes and ensuring overall alignment with technology and business strategy; Make trade-off decisions to balance quality, cost, and timelines to maximize value; utilize and adhere to technology standards
• Help facilitate the creation and delivery of the GTM vision, strategy, and roadmap
• Design, document, build, test, and deploy enhancements to nCino custom objects, page layouts, workflows, alerts, reports, and complex dashboards as needed by end users
• Create and manage custom objects, fields, formulas, validation rules, custom workflow, and approval processes
• Serve as the internal Subject Matter Expert on nCino/Salesforce.com and its uses within the banking industry
• Maintain user roles and profiles, security settings, access settings etc.
• Monitor user adoption and respond as needed to improve adoption rates through additional training, communication, system modification or other resources in conjunction with the nCino Business Systems Analyst
• Reporting needs; design and maintain necessary reports, dashboards and associated documentation

Minimum Education and/or Certifications Requirements:

• Bachelor’s degree – Business Administration, Engineering, Marketing, or equivalent field

Minimum Work Experience Requirements:

• 3+ years working with nCino Commercial Lending
• 2+ years working with Salesforce Financial Services Cloud
• 3-5 years working in the banking industry or consulting for banks

Technical and/or Other Essential Knowledge:

• Mastery:
• Microsoft Office: MS Excel Advanced and MS PowerPoint Advanced
• nCino Commercial Lending Module
• Proficiency:
• Salesforce Financial Services Cloud
• Salesforce CRM Analytics (previously Tableau CRM)
• nCino
• CRM Analytics
• Data Loader
• SQL
• Knowledge:
• Project management, organizational: MS Project, MS Visio, SharePoint and Teamwork, Jira, or similar
• Desirable:
• Experience with analytic techniques, statistical modeling, and SQL

Bilingual (Spanish) desirable but not required

This job has expired.