Briar Vercoe
Auckland,AUK
Summary
Innovative Lending Tech Enthusiast with a proven track record in leading the development of epic lending solutions that have enhanced user experience and streamlined operational processes. Recognized for a strong customer-centric approach, leveraging expertise and passion in Salesforce and nCino to implement data-driven strategies that deliver measurable business impacts to all stakeholders.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Product Owner - Lending
BNZ
06.2024 - Current
- Established a hybrid cross-functional agile development team.
- Delivered POC through to MVP release for a new lending document generation application (front end and API) utilising an enterprise version of the SmartComms template solution.
- Executed technology governance for the new-to-market business applications.
Customer Experience Owner - Lending (nCino)
ASB
01.2022 - 03.2024
- Led two cross-functional, international Agile squads (in-house and vendor) to deliver lending origination transformation using Salesforce and nCino.
- Ensured smooth delivery of milestone-committed releases, encompassing standard processes and enhancements.
- Led Lending initiatives to streamline processes and embed 'Compliance by Design' using native technology.
- Owned and executed product planning activities, including business cases, fit-gap analysis, feature prioritisation, backlog refinement, and risk management (RAIDD framework).
- Delivered a fully automated security allocation, LVR, and compliance calculator (high-risk externally validated model tool)
- Conducted regular product demos and gathered feedback to iterate on features.
Senior Transformation Manager - Lending (nCino)
ASB
06.2021 - 02.2022
- Agile Functional Lead for two delivery squads: Lending Origination (Business and Consumer Lending Transformation, Salesforce/nCino).
- Led future state process improvements, workshops, business requirements, and functional design recommendations.
- Facilitated 'Briar’s Boot Camps,' delivering expert end-to-end system design and build walkthroughs to enhance team proficiency.
- Security and Guarantee: Design and simplification of allowable structuring.
- Led project-level User Acceptance Testing (UAT), Production Verification Testing (PVT), and defect resolution for seamless deployment.
- Recognized as 'Most Customer Obsessed' at the Annual Tribe Awards for exceptional dedication to customer experience.
Business Transformation Manager - Lending (nCino)
ASB
03.2020 - 05.2021
- Acted as a translator between business and technology within an agile delivery squad, bridging gaps for the delivery of business requirements.
- Led the current state process mapping and future state design workshop, including customer journey mapping, pain point analysis, and user stories with acceptance criteria.
- Ensured design decisions were presented with value, options, benefits, and recommendations aligned with goals and KPIs.
- Provided design support for the new Customer 360 Tool design, relationships, securities, and connections, including data requirements for core customer data migration.
- Performed API mapping and reverse engineering logic for credit decision agent, address, valuation, lending documentation, booking, and advancing.
Programme Analyst
ASB
10.2019 - 02.2020
- Supported senior leads on continuous improvement projects, ensuring alignment with business benefits, and facilitating a strategic lending forum to prioritize and update initiatives.
- Managed project entry criteria and key decision deliverables, providing actionable insights to drive project success.
- Conducted current state process mapping, customer interviews, and data analysis to identify pain points.
- Decision Agent Auto-Approval Uplift Discovery.
Commercial Account Manager
ASB
06.2017 - 10.2019
- Relationship Manager for the largest NZ dollar value lending portfolio of 150 groups (annual T/O $2-40M), debt $2-50M, writing and structuring credit for all lending product types, and risk operations management.
- SME for Continuous Improvement Projects: Connected Conversations tool, Pricing Robotics, Lending Document uplift, Advancing Workbenches, Credit Approval Authority uplift, and Docu-Sign software launch.
- Champion for change, obtaining the highest regional uptake for all new CI projects.
Commercial Assistant
ASB
01.2016 - 05.2017
- Supported 150 Commercial clients in transactional and lending banking requirements, on-boarding (complex AML/FATCA)
Personal Banker
ASB
03.2014 - 12.2015
- Residential, Personal, Broker lending and insurance applications
Customer Service
ASB
08.2013 - 02.2014
- Frontline Branch customer and operations support
Education
Bachelor Of Commerce - Major Economics
OTAGO UNIVERSITY
01.2013
Skills
- Stakeholder communication and alignment
- Agile Product Delivery and Scrum Master
- Roadmap, Requirements, and Analysis
- Complex Solution Design
- User Experience and Design Collaboration
- Data-driven decision-making
- Salesforce and nCino configuration
- Retail and commercial credit origination
- Jira, Confluence, and Azure DevOps Tools
Certification
- IC Agile Certified Professional, Enterprise Product Owner, Agile Product Owner, Agile Project Management, Agile Team Facilitation
- Lean Six Sigma
- nCino Learning, 101, 201, 301
- ASB Leadership, CAM, CM, SNR Leadership Development
Timeline
Product Owner - Lending
BNZ
06.2024 - Current
Customer Experience Owner - Lending (nCino)
ASB
01.2022 - 03.2024
Senior Transformation Manager - Lending (nCino)
ASB
06.2021 - 02.2022
Business Transformation Manager - Lending (nCino)
ASB
03.2020 - 05.2021
Programme Analyst
ASB
10.2019 - 02.2020
Commercial Account Manager
ASB
06.2017 - 10.2019
Commercial Assistant
ASB
01.2016 - 05.2017
Personal Banker
ASB
03.2014 - 12.2015
Customer Service
ASB
08.2013 - 02.2014
Bachelor Of Commerce - Major Economics
OTAGO UNIVERSITY
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