Salesforce/nCino Administrator
Coral GablesAll jobs in Coral Gables (9)Full-time
We are looking for a loan originations system administrator who will provide technical strategy and direction to ensure that the application is effectively implemented and managed across our Sales, Marketing, Technical Services and Support, and Operations. The candidate will offer best practices and recommendations for process integration, application development, deployment and ongoing enhancements of the platform.
Operations Execution
Create and manage custom objects, fields, formulas, validation rules, custom workflow, and approval processes
Design, document, build, test and deploy enhancements to nCino custom objects, page layouts, workflows, alerts, reports and complex dashboards
Maintain and utilize the test environment
Maintain user roles and profiles, security settings, access settings etc. (User Profiles, Role Hierarchy, Sharing Rules and Security)
Research changes in upcoming versions of nCino and other integrated applications
Provide recommendations when necessary to enhance efficiency and productivity
Develop and maintain report folders, dashboards, etc. to improve system usability
Maintain a holistic view of all business processes and users in the system to understand cross functional impacts with regard to configuration, process, workflow and reporting
Lead user requirement sessions and document user requirements to address changing business needs
Take lead responsibility for the implementation of any statement of work for new functionality
Troubleshoot system issues by opening tickets and monitoring for resolution
Perform routine review of code, configuration, data, and usage to ensure long term viability, integrity, and adoption
Ensure loan documents adhere to product specifications and regulatory requirements by working with our SVP of Compliance
Understand existing system reports, the functionality of each and how they support management initiatives
Create ad hoc reports as requested by management, sales and operations staff
Keeps management apprised of project status and creates a system to allow for the continuous flow of information among all business stakeholders
Change Management
Responsible for understanding and keeping abreast of regulatory changes that impact applicable systems and loan origination practices
Maintain records of all changes made to applicable systems including date change implemented and required approval for change
Maintain library of all business rules / credit policies
Maintain document libraries. Build custom documents, letters, email templates as requested
All your information will be kept confidential according to EEO guidelines.
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