Having 16 metro Philadelphia locations and $1.1 billion in total loans, including approximately $120 million in total member business loans, TruMark Financial wanted a solution to meet its need to eliminate the paper and duplicate data entry while creating workflows that reduce regulatory risk, ensure quality and provide transparency into loan production. nCino’s Bank Operating System gives TruMark Financial that single platform.

John Camero, vice president of commercial lending, explained, “nCino’s integrated cloud-based model has the connectivity of traditionally point solutions such as CRM, loan origination and reporting dashboards allows us unique visibility and clarity into our extensive volume of loans. We are optimistic that the result will help us be more strategic in managing member relationships and also better understand our low-hanging borrower potential as we seek to grow business services in general.”

nCino’s cloud-based Bank Operating System uniquely combines end-to-end commercial lending and member relationship management functions to streamline every phase in the member business lending process. The singular platform provides CRM, workflow automation and reporting capabilities, which the credit union had managed on disparate systems until this point. Through nCino, TruMark Financial can simplify portfolio analysis, regulatory exam preparation and the collection and movement of files for packaging loans.

Robert Fox, chief lending officer, added, “nCino’s design has the potential to be easy and quick to integrate. Despite common industry concerns over the cloud, our credit union is confident that the Bank Operating System will continue to keep member sensitive data safe and secure - and we know other banks and credit unions, typically careful in these decisions, that share our feelings.”

“TruMark Financial had reached a point in its continued pursuit of growing of the member business lending portfolio, which required the credit union to find an operating system that could meet its needs,” said Pierre Naudé, CEO, nCino. “Our Bank Operating System equips the credit union with all of the tools it needs to continue growing and more fully serve its business members, which has the potential to increase their overall loyalty and satisfaction.”