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nCino Application Administrator I

2 months ago

Wilmington, Delaware, United States WSFS Bank Full time
About the Role

The nCino Application Administrator I is a key member of our team, responsible for the ongoing administration and training on WSFS Bank's nCino application and Salesforce platform. These applications are used to control our loan product lifecycle, service request lifecycle, as well as manage prospects, campaigns, loans, business relationships, partners, and contacts.

Key Responsibilities
  • Provide support to the Salesforce/nCino user base, including configuration fixes and enhancements, system maintenance, system updates, and enhancements of the platform.
  • Support the integration with other enterprise systems or applications and collaborate with the team to develop or maintain processes to continuously improve data quality, processing integrity, and productivity.
  • Audit, uncover, and resolve data integrity issues.
  • Identify, diagnose, and resolve end-user problems in an effective, timely, and courteous manner.
  • Create, update, and manage nCino Support Cases, including researching documentation available in nCino's Community platform, clearly defining the issue, and actively working with nCino's Support Services team to resolve the case.
  • Partner with the Sr. Salesforce Admin and/or nCino Team to drive solutions while collaborating with multiple teams and business units.
  • Setup and/or update user records in Salesforce for new and existing users, including their profile, permission sets, roles, license management, cost tracking, etc.
  • Duplicate data management using manual de-duplication techniques and tools.
  • Design and develop the Salesforce/nCino UI/configuration based on business requirements and enhance the system accordingly.
  • Support with Admin testing and User training.
  • Perform system backups, disaster recovery planning, and participate in cybersecurity initiatives.
  • Implement Salesforce configuration changes, including assignment rules, approval processes, fields, profiles, and permissions, page layouts, record types, dynamic layouts, apps, actions, custom settings, custom metadata types, dashboards, and reports, etc.
Requirements
  • Bachelor's degree in MIS or Information Technology related discipline or equivalent combination of education and experience as a technical business systems administrator, analyst, and/or other similar relevant experience.
  • Minimum of 1 year of Salesforce Administration experience in an Enterprise level environment.
  • Prior banking or financial services industry experience is highly preferred.
  • Prior knowledge and experience with nCino highly preferred.
  • Salesforce Administrator certified highly preferred.
  • Experience with Salesforce Lightning is required.
  • Must be familiar with developing automation with Salesforce automation tools like using flows, process builders, workflows, approval process, etc.
  • Must be familiar with creating user stories, requirement specification, defects, training documentation, user manuals, commits, etc.
  • Must be familiar with performing bulk data loads using data loader and/or other approved data load tools.
  • Must be familiar with Agile/SCRUM framework.
  • Familiarity with Dev ops process preferred.
  • Must have exceptional people skills, which involve working with internal and external customers.
  • Must have strong skills using Windows and Microsoft software products.
  • Must have excellent oral and written communications skills.
  • Must have a solution mindset and desire to learn and upskill.
  • Must be able to thrive in a hands-on, focused, productive, and team-oriented environment.