JOB DETAILS

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Sr. Salesforce Admin

Location : WOBURN, MA
Employment Type : Contract,Corp to Corp,W2
Career Level : Senior Level (6+)
Posting Date : 8th Jan, 2019

Required Skills : Lightning, SKUID, Nintex/Drawloop or Conga Templates & Configuration

Job Description

NEED SENIOR - 9-10+ YEARS
They want someone who can talk about a problem and come up with proposed solutions to talk through. They need someone who can jump in and ramp up quickly
The Senior Salesforce Admin is a contract resource focused on supporting the Commercial Lending Group (Loan Officers, Credit, Doc Gen, Loan Closing, Loan Servicing and Portfolio Management teams) in enhancing and expanding their use of Salesforce and nCino to deliver a best in class customer and employee experience. The Contractor will work under the supervision of one of the Bank’s Salesforce Admins and will work with professional services resources from nCino to complete all projects.
Projects:
• Migrate all existing classic and Skuid UIs to Lightning
• Enable Credit/Loan Officer/Portfolio Management user to request documents from a borrower household or a Deal, enable the appropriate placeholders in nCino DocMan and enable Customer Community to allow Borrower to upload the requested documents and notifications when documents have been received.
• Develop workflow to simplify Loan Officers initiating a multi-loan deal and generating the associated Term Sheet
• Enable Nintex / Drawloop document generation into nCino DocMan and Docu-sign integration for e-Signing of loan documents
• Enable nCino Flood and Credit Score Integrations
• Develop Custom Lightning Page for Term Sheet review – integrating data from multiple SF objects, images from Google Maps
• Support each team within the Group in optimizing their workflow (bug fixes and minor enhancements)
• Develop Commercial Lending Pipeline Dashboard
• Enable Partner Portal for sending out and receiving back in Appraisal Requests / Appraisals
Qualifications:
• Admin certification with at least 4 years of practical experience, preferably in the financial services sector
• Experience with SKUID / Lightning layouts and dashboards
• Experience with Nintex/Drawloop or Conga Templates & Configuration
• Experience with Docusign integrations
• Experience gathering requirements and training end users
• Experience integrating data from other solutions into Salesforce via API

Posted By

Name : Abhishek Goel
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