AIO
Julie Felman has had experience in the financial industry in various roles, having started as a Loan Processor at Wells Fargo in 2010. Julie later moved on to U.S. Bank in 2013, where they held the position of Loan Operations Manager, and was responsible for spearheading several operational efficiency initiatives. In 2018, they joined PNC as a Loan Officer, managing various loan products for clients. Their most recent role has been at AIO – Powering Financial Decision Making in 2020, where they served as the Head of Lending Transformation, bringing in their rich experience and expertise to streamline the loan application process for customers and lenders.
Julie Felman obtained a Bachelor's degree in Finance from the University of Buenos Aires between 2007 and 2010.
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AIO
AIO is an AI based financial services platform that is designed to allow commercial lending teams review and underwrite more deals. The platform extracts data from dozens of financial documents and enrich it with API data. It classifies and cross-checks the data to turn it into actionable information. The AI understands what data is missing orbecame outdated according to workflows, and optimize processes without human intervention.