System Support Analyst - (Salesforce/nCino)
Job DescriptionPlease APPLY AT:
https:
//jobs.
silkroad.
com/PurdueFCU/PurdueExternalPortalpurduefedcareerssilkroadcom />The System Support Analyst - Business Services will serve as a Project Manager and provide system administration for all applications used by Business Services; including nCino (loan operating system) and Salesforce (customer relationship management system).
This individual will be responsible for implementations, maintenance, enhancements, scoping, ongoing administration and training of all MBS applications.
The System Support Analyst will serve as liaison between the MBS leadership team and other departments within Purdue Federal to develop, coordinate, and execute projects and enhancements for Business Services.
These applications are used to maintain loan production lifecycle, service request lifecycle, and for management of prospects, campaigns, loans, business relationships, partners, and contacts.
Employees are expected to adhere to all rules and regulations applicable to this position, including but not limited to all policies and procedures pertaining to the Bank Secrecy Act.
Duties and Responsibilities (Essential Functions):
Manage the loan life cycle and CRM applications implemented on the com platform.
Identify, diagnose and resolve end user problems in a manner that exemplifies Purdue Federal's high standards of member Develop and maintain member reports, dashboards, and processes to continuously improve data quality, process integrity and productivity.
Audit, uncover and resolve data integrity issues including resolving various types of duplicate nCino records.
Open, work, and resolve cases with nCino support.
Manage the semi-annual rollout updates to the nCino platform, including testing, defining issues, and communicating with nCino to finalize updates.
Manage the integration process with other enterprise systems or other applications as opportunities arise and testing the integration process within nCino and communicating results.
Assist with testing new workflows.
Assist with identifying, recommending, and implementing industry best practices and solutions as appropriate.
Proactively identify, recommend and/or implement process improvements and departmental efficiencies.
Manage the development of periodic training programs for increased user adoption and user efficiency.
Develop training plans, materials, and documentation for application users, keep materials up- to-date, and coordinate new user and ongoing training sessions for new employees.
Perform basic administration of Purdue Federal's Salesforce.
com instance and security settings using the standard aspects of the Salesforce Setup Complete bulk imports of Perform batch reassignment of accounts and opportunities based on organizational Assist users with report design and Recommend best practices based on interactions with the user Work with management to identify new and creative opportunities to leverage the applications to support additional business processes or Assist co-workers with task completion and work load over run as requested.
Attend and represent all Project Meetings that impact Member Business Services within the Credit Union.
Serve as Project Manager for MBS projects.
Perform other duties as assigned.
Required SkillsKnowledge, Skills, and Abilities Requirements:
Education and CredentialsBachelor's degree or equivalent work experience Experience Preferred previous experience or familiarity with commercial lending processes.
Preferred 1-3 years' experience in an enterprise IT role, Salesforce Administrator, or technical related Strong overall technical Moderate to advanced knowledge of workflow applications including com.
Attain relevant certification from Salesforce and nCino as the department's usage and needs evolve.
Proficiency in data manipulation (Excel, Access or other related data manipulation tools).
Preferred Skills Project management skills experience with Smartsheet is a plus Experience with VisualForce development, report writing software, Sharepoint administration Knowledge/Skills/Abilities Exceptional interpersonal skills that involve internal and external contacts regarding complex policies, procedures or programs Excellent organizational skills Ability to set priorities and deadlines within the general department priorities Strong attention to detail Requires considerable independent judgement, investigation, developing original concepts, interpretation of information or coordination with others with substantial impact Requires moderate amount of intense concentration or mental stress Ability to work well under pressure and regular interruptions Strong organizational and problem solving skills Ability to communicate, verbally and in writing, in a professional manner when dealing with employees, members, vendors and company contacts Ability to follow the core values of honesty, integrity, mutual respect, pride and ownership Purdue Federal Credit Union is an Equal Opportunity Employer/Veterans/Disabled Recommended Skills Administration Attention To Detail Auditing Business Processes Campaigns Communication Estimated Salary: $20 to $28 per hour based on qualifications.
https:
//jobs.
silkroad.
com/PurdueFCU/PurdueExternalPortalpurduefedcareerssilkroadcom />The System Support Analyst - Business Services will serve as a Project Manager and provide system administration for all applications used by Business Services; including nCino (loan operating system) and Salesforce (customer relationship management system).
This individual will be responsible for implementations, maintenance, enhancements, scoping, ongoing administration and training of all MBS applications.
The System Support Analyst will serve as liaison between the MBS leadership team and other departments within Purdue Federal to develop, coordinate, and execute projects and enhancements for Business Services.
These applications are used to maintain loan production lifecycle, service request lifecycle, and for management of prospects, campaigns, loans, business relationships, partners, and contacts.
Employees are expected to adhere to all rules and regulations applicable to this position, including but not limited to all policies and procedures pertaining to the Bank Secrecy Act.
Duties and Responsibilities (Essential Functions):
Manage the loan life cycle and CRM applications implemented on the com platform.
Identify, diagnose and resolve end user problems in a manner that exemplifies Purdue Federal's high standards of member Develop and maintain member reports, dashboards, and processes to continuously improve data quality, process integrity and productivity.
Audit, uncover and resolve data integrity issues including resolving various types of duplicate nCino records.
Open, work, and resolve cases with nCino support.
Manage the semi-annual rollout updates to the nCino platform, including testing, defining issues, and communicating with nCino to finalize updates.
Manage the integration process with other enterprise systems or other applications as opportunities arise and testing the integration process within nCino and communicating results.
Assist with testing new workflows.
Assist with identifying, recommending, and implementing industry best practices and solutions as appropriate.
Proactively identify, recommend and/or implement process improvements and departmental efficiencies.
Manage the development of periodic training programs for increased user adoption and user efficiency.
Develop training plans, materials, and documentation for application users, keep materials up- to-date, and coordinate new user and ongoing training sessions for new employees.
Perform basic administration of Purdue Federal's Salesforce.
com instance and security settings using the standard aspects of the Salesforce Setup Complete bulk imports of Perform batch reassignment of accounts and opportunities based on organizational Assist users with report design and Recommend best practices based on interactions with the user Work with management to identify new and creative opportunities to leverage the applications to support additional business processes or Assist co-workers with task completion and work load over run as requested.
Attend and represent all Project Meetings that impact Member Business Services within the Credit Union.
Serve as Project Manager for MBS projects.
Perform other duties as assigned.
Required SkillsKnowledge, Skills, and Abilities Requirements:
Education and CredentialsBachelor's degree or equivalent work experience Experience Preferred previous experience or familiarity with commercial lending processes.
Preferred 1-3 years' experience in an enterprise IT role, Salesforce Administrator, or technical related Strong overall technical Moderate to advanced knowledge of workflow applications including com.
Attain relevant certification from Salesforce and nCino as the department's usage and needs evolve.
Proficiency in data manipulation (Excel, Access or other related data manipulation tools).
Preferred Skills Project management skills experience with Smartsheet is a plus Experience with VisualForce development, report writing software, Sharepoint administration Knowledge/Skills/Abilities Exceptional interpersonal skills that involve internal and external contacts regarding complex policies, procedures or programs Excellent organizational skills Ability to set priorities and deadlines within the general department priorities Strong attention to detail Requires considerable independent judgement, investigation, developing original concepts, interpretation of information or coordination with others with substantial impact Requires moderate amount of intense concentration or mental stress Ability to work well under pressure and regular interruptions Strong organizational and problem solving skills Ability to communicate, verbally and in writing, in a professional manner when dealing with employees, members, vendors and company contacts Ability to follow the core values of honesty, integrity, mutual respect, pride and ownership Purdue Federal Credit Union is an Equal Opportunity Employer/Veterans/Disabled Recommended Skills Administration Attention To Detail Auditing Business Processes Campaigns Communication Estimated Salary: $20 to $28 per hour based on qualifications.
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