Salesforce Administrator

7 days ago

Texas City, Texas, United States Loan People Full time

Job Type

Full-time

Description

Job Summary: Works collaboratively with CMO, Programmer and LOS to architect new automation, features and procedures for lead intake, follow-up, tracking, and email communication to customers, transaction partners, and LoanPeople employees from Prequalification through Funding. Responsibilities include but are not limited to: assisting in the troubleshooting for technical issues, training new and current employees how to utilize the system, working collaboratively to help architect new features and carrying the project to the finish line. Will assist with custom requests from users, most often related to dashboard, saved searches, and reporting requests. Will support onboarding tasks from account setup to training and ongoing requests for profile changes. Monitors billing and licensing to keep costs as minimal as possible.

Key Responsibilities

  • Assist with internal help requests.
  • Train LOS Staff how to assist with common help issues so responsibilities may be shared and coverage is available when the Jungo Admin is OOO.
Onboarding tasks:
  • Account setups
  • User preferences for each onboard
  • Data import for some users
  • Verify import accuracy and request fixes to programmer when needed
  • Datafeed from Byte setup, testing, verifications.
  • Train new users on the system and provide ongoing support as they acclimate to system and procedures
  • Maintain help docs, user guides, resource library
Transaction Fixes:
  • Assist with issues related to datafeeds and user error.
  • Assess why the issue occurred (for example, typo in license number).
  • Resolve issues manually in most cases and notify parties cause of problem.
  • Copy internal fix email when user-related issues occur.
  • Escalate to Operations Managers when retraining is needed.
  • Create/improve procedures to reduce human error and automate reporting for retraining and corrections.
  • When issues are related to datafeed or another technical issue, work with programmer to diagnose and resolve.
Profile Change Requests:
  • Changes to assigned LO at lead entry.
  • Shovel changes.
  • Insurance referral changes.
  • Review profiles.
  • Adding/removing users from an account (most commonly LOA changes)
License Administration:
  • Verify license assignments are accurate for Accounting so branches are billed properly.
  • Request new licenses ahead of onboarding
  • Repurpose existing/unused licenses, and administer the change over of data for accounts going offline
  • Propose to shut down accounts if they are not used post-onboarding (if LO has not turned on any workflows, it's best to shut down account in a timely manner)
Email Template Administration:
  • Update email templates as requested (i.e. year for W-2 and Tax Returns)
  • Assist LOs in adding new or edited templates to their libraries
  • Manage Feature Requests
  • Maintain request list and priorities for users
  • Send surveys for feedback when needed
  • Maintain list of estimated time needed to complete feature requests
  • Project Manage New Features/Enhancements
  • Outline proposed changes
  • Map inputs
  • Address issues such as limited custom inputs
  • Collaborate with CMO, programmer and LOS to plan all aspects of proposed changes for minimal downtime and efficiency
  • Once changes are executed, test for success, request corrections as needed
  • Monitor Required System Upgrades
  • Collaborate with LOS/IT to identify potential impacts to Salesforce operations
  • Assist in planning of upgrades and any necessary testing
  • Monitor System Functionality & Data Feeds
  • Review reporting to ensure integrity of all automated and manually-executed processes
  • When issues are identified, investigate cause and resolve.
  • Work with programmer and notify necessary parties when widespread and/or vital loan process issues are present
  • Monitor feed and data delivery from Jungo to Usherpa
  • Assist in new zap account setup/delivery/testing.
Requirements

Requirements
  • Extreme attention to detail
  • At least 2 years' experience in a role working with one or more of the following: Loan Origination and Operations Systems (LOS), Salesforce-based Application Administration (Salesforce, Jungo, or a similar application running on SF).
  • Tech savvy with ability to learn new software quickly
  • Experience with database management, creating reports, and analyzing data
  • Excellent spelling, grammar, and writing skills
  • Ability to train employees on systems and features.
  • Ability to troubleshoot
  • Basic HTML knowledge is very helpful, and training can be provided to those with a propensity to learn quickly.
  • Polished, professional, communication and customer service skills
  • Highly organized and able to successfully prioritize, multi-task, manage time, problem solve, and work both independently and collaboratively in a fast-paced, high-volume environment
  • Professional, friendly, courteous, positive, collaborative, and client-centric spirit that embraces diversity and inclusion
Salary Description

$20-$22/hr. DOE

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