nCino/Salesforce Admin

Job Title

Responsible for the administration of nCino/Salesforce (bank commercial underwriting software) to ensure bank underwriting, lending policies, compliance policies, and credit quality are maintained while enhancing loan production and customer experience.

Responsibilities

  • Monitor nCino performance and make needed update/changes to the system:
    • To determine that the processes are properly functioning
    • To determine that workflows and policies are followed
    • To determine if placeholders are properly maintained
    • To determine that the system is in compliance with regulations and policies
  • Work issues and collaborate with business units to determine if additional information is needed to address problems and identify system concerns
  • Report findings and recommendations to the team and assist in improving performance and job knowledge
  • Prepare management reports and dashboards as needed
  • Other related duties as assigned

Qualifications

  • BS degree with a minimum of three to five years experience of nCino Platform
  • Salesforce admin certification required
  • Knowledge of credit terminology, financial analysis, forms, documents, legal requirements & bank policies and procedures
  • Strong working knowledge of general banking software and Microsoft Office products with emphasis on Salesforce, Databases, and Excel
  • Ability to communicate effectively with department team members and other bank departments as needed
  • Knowledge of lending policies & procedures
  • Perform any other task relating to the lending function that might be requested by the department head

Required Skills: nCino, Salesforce Admin Basic Qualification: Additional Skills: Fully remote, company is growing in right direction. The company is huge on good company culture. Background Check: Yes Drug Screen: Yes Notes: This position is fully remote. Selling points for candidate: Fully remote, company is growing in right direction. The company is huge on good company culture.

Experience: 3 years required
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