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nCino Administrator

Date: Jan 28, 2022

Location: Charleston, WV, US, 25387 Wheeling, WV, US, 26003 Charleston, SC, US, 29407

Company: United Bank

Job Description

The nCino Administrator is responsible for the daily operations, maintenance, configuration, and enhancements of the Salesforce platform and use of the nCino application, the bank’s commercial loan origination system. This position is responsible for managing the commercial loan life cycle within the nCino application on the Salesforce platform and ensure the bank is optimizing the customer experience. 

RESPONSIBILITIES:

  • Perform administration of the bank’s Salesforce, security settings, as well as managing users
  • Handle application configuration such as, but not limited to, validation & workflow rules, approval processes, form generation templates and credit memo templates
  • Perform proper change management between environments
  • Monitor daily integration jobs
  • Update nCino configuration, such as available collateral types, construction budget & line items, and user interface field additions
  • Perform intermittent application testing of new nCino releases and internal organizational changes
  • Promote changes using tools, such as Change Sets & Apex Data Loader
  • Manage the loan life cycle and nCino applications implemented on the Salesforce platform
  • Identify, diagnose and resolve end user problems in a manner that exemplifies the bank’s high standards of customer service
  • Develop and maintain custom reports, dashboards, and processes to continuously improve data quality, process integrity and productivity
  • Audit, uncover and resolve data integrity issues
  • Complete bulk imports of data into nCino
  • Create, update and manage nCino Support Cases via the nCino Community.  This is to include researching documentation available in the nCino Community, clearly defining the issue, setting the appropriate priority, providing the appropriate steps to reproduce the issue and actively working with the assigned nCino Support Engineer to resolve the case.
  • Perform batch reassignment of accounts and opportunities based on organizational changes
  • Develop training plans, materials, and documentation for application users, keep materials up-to-date, coordinate new user and ongoing training sessions for new employees
  • Monitor user adoption rates and respond as needed (i.e. additional training sessions, communication, modifications, or other resources) to optimize the application
  • Assist users with report design and management
  • Deliver training and communication to business users
  • Recommend best practices based on interactions with the user community
  • Define, communicate, and manage a change management (release) process to develop and implement new vendor application extensions or updates to existing applications
  • Work with various functions and end users to identify, document, and communicate standard business processes as they related to the various applications
  • Work with management to identify new and creative opportunities to leverage the applications to support additional business processes or functions
  • Participate in the integration process with other enterprise systems or other applications as the opportunities arise
  • Assist co-workers with task completion and workload over run as requested

Qualifications

  • Bachelor’s degree in Business, MIS, Computer Science or other relevant field required
  • Minimum two (2) years nCino administration experience required
  • Minimum one (1) year SalesForce administration experience highly desired.
  • Minimum one (1) year of financial services cloud experience highly desired.
  • Minimum two (2) years of technical development or systems configuration experience required.
  • Certified Salesforce Administrator certification highly desired
  • Demonstrated understanding of Salesforce best practices required
  • Demonstrated proficiency with Microsoft Office products required
  • Demonstrated working knowledge of commercial lending and financial services preferred
  • Programming and/or software support experience highly desired. 
  • Close attention to detail and an aptitude for assembling data from multiple sources into useful management information; the ability to recognize a disparity in data and mark it for further investigation required
  • Evidence of communication skills sufficient to create and/or interpret operating procedures; ability to communicate professionally with service partners and customers via telephone and e-mail required
  • Potential to understand workflows and system requirements to the degree necessary to write procedures, generate reports, and/or provide first-line support to customers and service partners highly desired
  • Ability to travel up to 10% required

 

KEY COMPETENCIES:

  • Communication Proficiency 
  • Technical Development
  • Self-directed
  • Analytical 
  • Collaboration 
  • Troubleshoot and solution oriented 
  • Detail Oriented

 

ESSENTIAL FUNCTIONS: 

  • Sitting for extended periods of time.
  • Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse, and other computer components.
  • Ability to converse and exchange information with all levels of staff within organization.
  • Ability to observe, perceive, identify, and translate data
  • Ability to travel up to via air, rail, automobile and/or bus. 
     

Company Profile

At United, we value all of the relationships we have built since 1839. We are committed to providing each relationship with an unmatched level of service. While we offer competitive products, services, rates, and technology, the level of service we provide and our commitment to building relationships is what sets us apart from our competitors. Our 211 full-service banking offices and 15 loan origination offices in West Virginia, Maryland, Virginia, Ohio, Georgia, Pennsylvania, North Carolina, South Carolina and Washington, D.C. are each built on customer service and commitment to the community. United is backed by a history of safe, sound and secure banking practices that have allowed us to navigate through decades of changing economic environments. Because of this, our employees, customers, shareholders and communities can rely on us to be their banking partner for decades to come. Member FDIC. Equal Housing Lender. Equal Opportunity Employer.


Nearest Major Market: Charleston West Virginia

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