Logan Greenfield

➡ Assisted FUB's "Go-Live" with nCino Commercial Banking, partnering with SIs and nCino contractors

➡ Successfully rebuilt collateral types post go-live based upon business request to update 50 and add 14 net new
➡ Utilized AutoRABIT as the DevOps tool for choice for metadata and RBC deployments

➡ Created a Flow to mitigate a current nCino bug with DocMan permission layers
➡ Proactively engaged with cross-functional teams to communicate and address data-related challenges with the manual upload of data in preparation of the nightly sync

➡ Configured Smart Checklist (SCL) based on FI's requests and provided a live demo off all its features

➡ Implemented nCino's proprietary Form Syntax on various custom forms and utilized it to create criteria based rendering on SCL

➡ Utilized SOQL queries to problem solve unclear requirements, road blocks, and to efficiently complete tasks

➡ Configured SF org from scratch with incomplete functional requirements into technical requirements

➡ Customized & Configured Standard/Custom Objects, OWD/Security, Page Layouts, Paths, Validation Rules, Flows, Dynamic Fields, Reports/Dashboards, Users/Profiles, In-App Guidance, Email Templates
➡ Created end-user training materials by leveraging PPT, Loom, in-app guidance, and Learning Paths

➡ Managed loan life cycle while implementing best practices and repeatable systems

➡ Troubleshooted complex road blocks with loans in process, providing timely solutions

➡ Partnered with business partners to ensure successful closings