Salesforce/nCino Administrator

Company Description

Bayview Asset Management is a mortgage investment firm focused on investments in mortgage credit, including whole loans, mortgage and asset-backed securities, servicing rights, and mortgage-related equities. We provide a wide range of services, including managing pooled investment vehicles, providing mortgage-related advisory services, and operating a top-rated residential and commercial special servicer.

Job Description

We are looking for a loan originations system administrator who will provide technical strategy and direction to ensure that the application is effectively implemented and managed across our Sales, Marketing, Technical Services and Support, and Operations. The candidate will offer best practices and recommendations for process integration, application development, deployment and ongoing enhancements of the platform.

Qualifications

Operations Execution

• Create and manage custom objects, fields, formulas, validation rules, custom workflow, and approval processes

• Design, document, build, test and deploy enhancements to nCino custom objects, page layouts, workflows, alerts, reports and complex dashboards

• Maintain and utilize the test environment

• Maintain user roles and profiles, security settings, access settings etc. (User Profiles, Role Hierarchy, Sharing Rules and Security)

• Research changes in upcoming versions of nCino and other integrated applications

• Provide recommendations when necessary to enhance efficiency and productivity

• Develop and maintain report folders, dashboards, etc. to improve system usability

• Maintain a holistic view of all business processes and users in the system to understand cross functional impacts with regard to configuration, process, workflow and reporting

• Lead user requirement sessions and document user requirements to address changing business needs

• Take lead responsibility for the implementation of any statement of work for new functionality

• Troubleshoot system issues by opening tickets and monitoring for resolution

• Perform routine review of code, configuration, data, and usage to ensure long term viability, integrity, and adoption

• Ensure loan documents adhere to product specifications and regulatory requirements by working with our SVP of Compliance

• Understand existing system reports, the functionality of each and how they support management initiatives

• Create ad hoc reports as requested by management, sales and operations staff

• Keeps management apprised of project status and creates a system to allow for the continuous flow of information among all business stakeholders

• Change Management

• Responsible for understanding and keeping abreast of regulatory changes that impact applicable systems and loan origination practices

• Maintain records of all changes made to applicable systems including date change implemented and required approval for change

• Maintain library of all business rules / credit policies

• Maintain document libraries. Build custom documents, letters, email templates as requested

Additional Information

All your information will be kept confidential according to EEO guidelines.