Neftalí Ocasio

Neftalí Ocasio

Senior Manager Financial Services Washington, D.C.


In the complex and competitive world of commercial lending, success increasingly rides on the ability to navigate digital transformation. Neftalí understands what it means to be digital—and what it takes to get there. That’s because he has been in the trenches with top U.S. banks as they adopt cloud-based loan origination capabilities. His clients are able to reduce the lending lifecycle, often by 20% to 30%, enabling a better customer experience and greater staff efficiency. 

His background – which spans digital transformation, operating model evolution, business process improvement, software implementation, and project management for some of the largest US and global institutions – has equipped him to guide clients through uncertainty with confidence.

Prior to joining West Monroe, he spent more than a decade with Accenture, where he was a key member of the global commercial lending team and led sales for the nCino Spanish markets. He earned a degree in mechanical engineering from the University of Puerto Rico-Mayaguez and holds several nCino certifications.

What makes Neftalí different

He loves being a dad, traveling to places he has never been before, and competing in triathlons. He completed the IRONMAN Triathlon Mont-Tremblant—2.4 miles swimming, 112 miles biking, and 26.2 miles running—in addition to 20 other triathlons of varying distances. He is passionate about endurance sport training and plant-based eating and how combining these can maximize human performance. 

Where Neftalí makes an impact

A strong believer in leading by example, he thrives on building great diverse and inclusive teams and coaching others to reach their personal and professional goals.

Meet the Financial Services team