Validator at nCino

ESSENTIAL JOB FUNCTIONS

• Accurately and timeously capture and compare (validate) customers’ documentation submitted by various financial institutions by capturing document information and following chronological steps:
• Follow chronological steps
• Capture document information
• Completing qualitative checks to verify if a document is acceptable, to capture the document information in data fields, and then to compare and validate the final set of information
• Perform qualitative checks Review for a variety of detailed documents to ensure their data fields are filled, accurate and compliancy and compliance
• Advise and support team members on maintaining detailed and accurate documents and documentation
• Provide exceptional customer service at all times
• Communicate with management to seek guidance, support and escalations
• Process and Effectively validate the accuracy of various detailed documents to support the success of daily operations
• Ability to maintain a full-time work schedule with regular in-person attendance

MINIMUM REQUIREMENTS

Education & Training

• Secondary school diploma, 4-6 years of data, administrative, finance, or compliance industry experience or equivalent combination of education, experience, and proficiencies
• Excellent English literacy
• Basic working knowledge of Microsoft Suite and computer proficiency
• Interest in producing and maintaining standardized, accurate, and effective documentation
• Logical ability to be able to interpret Ability to independently interpret  document types, and who can then be trusted to work within a team or independently function within a team
• Customer service skills
• Strong communication skills
• Strong attention to detail
• Gather and organize information while meeting commitments on time
• Perform well-defined tasks
• Effective time management skills

Years of Related Experience

• 2+ Years Data/Administrative/Finance/Compliance industry work experience or equivalent

NON-ESSENTIAL JOB FUNCTIONS (if any; not required)

• A thirst for learning and ability to understand new concepts quickly
• Ability to think creatively and handle multiple priorities
• Comfort with uncertainty
• Curiosity to figure out solutions and paths forward

PREFERRED REQUIREMENTS (if any)

• Tertiary qualification or advanced degree and/or certifications