nCino/Salesforce Systems Admin

1637 days ago
  • Location

    Madison, MS, USA

  • Role

    Consultant

  • Contract

    Internship

  • Salary

    --

Overview 
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.


 PHYSICAL DEMANDS:
 The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit; use hands or fingers to, handle or feel objects, tools or controls, reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 10 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.


 WORK ENVIRONMENT:
 There is minimum discomfort from noise in this area. Detailed instructions and procedures to be followed in a potentially hazardous condition (i.e. robbery) are received to minimize the risk.



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 our user base is managed appropriately with roles, license, and active setting.
  •  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.
  •  Perform all other duties as assigned by the department head.
Qualifications 
  • BS degree with a minimum of three to five years experience of nnCino 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.

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