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Salesforce/nCino Platform Analyst Senior

Company: City National Bank Of Florida
Location: Miami
Posted on: January 16, 2022

Job Description:

Location: Miami, FL 'Coral Gables'Must be proficient in Salesforce
The Platform Analyst Senior is responsible for helping manage deliverables of platform objectives and provides assistance in delivery of the strategic vision of the banks Salesforce Platform with End Users, Developers, Project Managers and Business Owners. Utilizes prior experience administering the Salesforce.com platform to participate in the implementation/upgrade process, including design, development, QA, data conversion/migration, installation, integration, and documentation. Interacts with other internal and external technical resources, other functional Business Analysts and Project Managers to collaborate, design and implement systems that parallel overall banks Salesforce Platform objectives. This position will work with the Salesforce Product Owner to define, prioritize, and execute the nCino Commercial Loan Origination system roadmap.
PRINCIPAL DUTIES AND RESPONSIBILITIES:

  • Oversight and orchestration of the design of the business and Bank Operations improvement directly impacting business operational processes, procedures, and policies.
  • Collaborates with Salesforce Product Owner and key business areas to ensure that business requirements and client needs are appropriately incorporated into nCino/Salesforce.
  • Works with key business stakeholders to ensure successful product roll-outs and releases. Helps develop, maintain and prioritize Salesforce product backlog. Stays up to date on emerging technology trends for nCino and Salesforce
  • Monitors and improves third-party integration points to nCino and Salesforce
  • Help ensure that complex technical projects are being delivered
  • Collaborate with partners to understand business problems and focus on bringing issues to resolution, escalating as necessary to meet timelines. Includes clarifying and defining business needs, requirements and use cases.
  • Communicate the most effective way to utilize and implement the nCino Commercial Loan System to satisfy business requirements, which may be a combination of both standard and/or custom functionality.
  • Administers Salesforce environment; customizing and implementing profiles, roles, security settings, sharing rules, applications, custom objects, custom fields, page layouts, workflow, validation rules, dashboards, reports, etc.
  • Configures dashboards, analyzes and makes actionable decisions to impact and improve the business.
  • Administers and run design sessions to configure and enhance the E2E credit platform that meets the Bank's target state objectives across the Credit Value Chain / Life-cycle.
  • Develops, applies and initiatives knowledge of dependencies of systems and business process.
  • Acts as escalation point and subject matter expert (SME) for incidents related to the Salesforce platform and associated integrations, such as, nCino, Marketing Cloud, Einstein, Cisco, Outlook.
  • Works with the business to resolve issues.
  • Supports change management (release) process by developing and implementing new applications and updating existing applications.
  • Takes ambiguous business problems and create a logical strategy with a targeted solution.Designs analyses to inform and drive decisions.
    • Executes large scale customer data improvement projects.
    • Manages other 3rd party applications that integrate into SFDC.
    • Stays ahead and proactively make recommendations to support business objectives.
    • Provides analysis on current business processes, changes, suggest improvements, and participate in the solution design and implementation of new functionality.
    • Designs and implements new features within application to improve the business.
    • Manages prioritization of backlog for IT and developers foals.
    • Creates and maintain training materials, conduct training as needed for the Salesforce Platform.
    • Creates and maintains Salesforce.com reports and dashboards.
    • Creates and executes on testing plans, procedures, and system test
    • Makes changes to data with data loader and other tools.Works with team members and business users to resolve ticket requests and provide user support.
      • Logs, troubleshoots and tracks system problems through resolution.
      • Manages Salesforce Campaigns and working closely with business ensure continual optimization and improved results.
      • Handles and implements third-party integrations and trouble-shoots any issues with partner and applications as they arise.
      • Collaborates with thedevelopment team(s) to facilitate the addition of new features beneficial to our business.
      • Helps ensure that complex technical projects are being delivered.
      • Collaborates with partners to understand business problems and focus on bringing issues to resolution, escalating as necessary to meet timelines. Includes clarifying and defining business needs, requirements and use cases.
        KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: Bachelors degree is required. Very strong adherence to enterprise development guidelines inclusive of agile and scrum methodologies. Experience in Commercial Lending is required (preferably the loan origination process) Broad knowledge of technology solutions and packaged/cloud based applications. Experience working in a shared service environment where business area colleagues are your clients. Experience working in a Financial Services field is a plus. Experience with the nCino loan origination system is required. Experience working with Salesforce implementations is a required. Financial Services Cloud experience is a plus. Salesforce certifications are a plus. Familiarity with the following financial services applications is a plus: Fiserv Premier, Fiserv WebDirector,MuleSoft, and EllieMae Encompass are also a plus.Experience evaluating, selecting, implementing, integrating, and supporting software solutions. Experience with Salesforce Financial Services Cloud, nCino, DocuSign, Conga, Marketing Cloud and Einstein. Working knowledge of 3rd party integrations and AppExchange packages. Proficient with Data Loader, Force.com IDE and/or other relevant administration tools. Experienced in working consultatively and collaboratively as a thought partner. Ability to communicate complex concepts in clear and simple way that anyone can understand. General knowledge of Web applications and Internet architecture.by Jobble

Keywords: City National Bank Of Florida, Miami , Salesforce/nCino Platform Analyst Senior, Professions , Miami, Florida

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