Will Smith

Experience

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  N.C, General Assembly

  May 2002 - Sept 2002

  Assistant to the House Finance Committee
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  J.P. Morgan

  May 2003 - Dec 2003

  Auditing - Investment Bank
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  Wells Fargo

  Dec 2003 - Jun 2004

  Financial Representative

  • Managed customer portfolio, serviced relationships and cross-sold all products and services. • Used profiling analysis tools to identify cross sell opportunities and made outbound sales calls to increase products per customer ratio. • Products sold included Mortgages, Home Equity Lines, Car loans, and Retail loans. • Educated customer base, by telephone, with questions regarding their current loan terms • Kept records of customer interactions or transactions, recording details of inquiries, complaints, or comments, in addition to actions taken. Show less

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  Wright Smith Mortgage Co.

  Jun 2004 - Oct 2009

  Sales & Operations Manager, Senior Mortgage Loan Officer

  • Originated A-paper mortgages to qualified borrowers. • Packaged/Presented commercial loans to large financial institutions• Processed loan applications to product guidelines (FannieMae, FreddieMac, FHA, VA)• Analyzed key performance indicators and identified potential areas of opportunity with loan products• Provided consultant services to real estate investors, buyers and entities• Property Analysis & Research (Commercial & Residential)• Acquisition & Development loans to Builders, Developers, & Real Estate Investors• Developed the marketing and promotional strategies to attract new business Show less

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  Smith Properties

  Oct 2004 - Apr 2009

  Manager/Analyst

  • Residential property development and building• Site planning & analysis• Project management – Budgeting, planning, management• Assist Real Estate Agents representing our property in sales and contact

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  WaterplayUSA.com

  Jan 2009 - Dec 2015

  Co-founder, Manager

  Online Reservation Platform and Marketplace for booking vacation activities: Fishing Charters, Boat Rentals, Surfing Lessons, Boat Tours & Cruises, Scuba/Snorkeling, etc. • Created a proprietary Web-based reservation platform/software for the Travel & Tourism Industry• Responsible for all operational aspects of the business including: Design, Development & Implementation, Sales & Marketing, Contract Negotiation, Capital Raising / Investor Relations, Financial Planning & Analytics, Training and H.R. • Professional Speaking experience including: Investor Presentations, Board Meetings, industry related conferences (CED, NCTA, CIE, regional/statewide events)• Negotiated enterprise level partnerships with Expedia and HomeAway/VRBO• Project management of website/mobile development and integration implementations• Hired and Managed sales & customer support staff Show less

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  NCino, Inc.

  Dec 2015 - now

  Lead the EBU functional team in implementing the nCino BOS & support management of North America PSO financial portfolio: C&R, EBU and Manage Services.• Provide oversight and implementation guidance to the nCino delivery teams, SI Partners, and FI program leadership• Lead contract negotiations on selling pso services for new and current FI's• Manage escalations, both internally and externally across the EBU portfolio, working across Sales, PSO, PDE, Support, and Executive leadership• Built and perform continuous development of Onboarding plan for new team members• Monthly revenue forecasting and analysis of North America Portfolio• Manage pipeline and staffing of new and follow on implementation programs Show less •Lead a cross-functional & technical team in implementing nCino’s Bank Operation System into Enterprise Financial Institutions.•Develop a deep understanding of objectives from both internal and external stakeholders, promoting the product vision and build trust while executing on the project timeline.•Worked with multiple System Integration partners and consultants in delivering projects on platform. •Lead planning and alignment sessions on product design and functionality while solutioning business requirements, including those outside standard product functionality. •Manage business and requirements gathering across Multiple Lines of Business•Receive, analyze and compile monthly status updates on all Enterprise level projects in development•Mentor/Advise team members as they are onboarded or have transitioned to new roles within nCino Show less

  • Regional Vice President

    Feb 2023 - now

  • Manager - North America Enterprise Delivery & Implementation

    Dec 2018 - Feb 2023

  • Principal Functional Consultant - Enterprise Delivery & Implementation

    Nov 2017 - Dec 2018

  • Principal Project Manager - Community & Regional

    Dec 2015 - Nov 2017