Cornerstone Capital Bank
nCino-Salesforce Administrator
Cornerstone Capital Bank, Houston, Texas, United States, 77246
Cornerstone Capital Bank is a new bank, with over $330 million in capital and $2 billion in total assets, and arises from the combination of mortgage industry giant Cornerstone Home Lending and community banking standout Roscoe State Bank. You'll be on the front end of working for an innovative large community bank that is a leader in mortgage lending and community banking and growing in middle-market commercial and real estate lending.We honor
God
by using our talents to make a
positive difference
in the lives of our Team Members, Clients, Shareholders, Communities, and the People who provide services to us.Who we are looking for:
The Salesforce/nCino Application Administrator is responsible for the ongoing administration and training on the bank's nCino application and Salesforce platform. These applications are used to control our loan product lifecycle, service request lifecycle, as well as manage prospects, campaigns, loans, business relationships, partners, and contacts. The Application Administrator will manage the loan life cycle and CRM applications implemented on nCino, as well as identify, diagnose, and resolve end-user problems in a timely manner that exemplifies the bank's high standard of customer service.What you'll do:
Provide support to the Salesforce/nCino user base which includes configuration fixes and enhancements, system maintenance, system updates and enhancements of the platform, etc.Support the integration with other enterprise systems or applications and collaborate with the team to develop or maintain processes to continuously improve data quality processing integrity and productivity.Audit, uncover and resolve data integrity issues.Identify, diagnose, and resolve end-user problems in an effective, timely, and courteous manner.Create, update, and manage nCino Support Cases. This includes researching documentation available in nCino's Community platform, clearly defining the issue, and actively working with nCino's Support Services team to resolve the case.Partner with the nCino Team to drive solutions while collaborating with multiple teams and business units.Setup and/or update user records in Salesforce for new and existing users, which includes but is not limited to their profile, permission sets, roles, license management, cost tracking, etc.Duplicate data management using manual de-duplication techniques and tools.Design and develop the Salesforce/nCino UI/configuration based on the business requirements and enhance the system accordingly.Support with Admin testing and User training.Perform system backups, disaster recovery planning, and participate in cybersecurity initiatives.Implement Salesforce configuration changes, including (but not limited to): assignment rules, approval processes, fields, profiles and permissions, page layouts, record types, dynamic layouts, apps, actions, custom settings, custom metadata types, dashboards, and reports, etc.What you'll need to be successful:
Success in this job relies on your time management skills, organization, and positive attitude. In addition, you'll need the following qualifications:Bachelor's degree in MIS or Information Technology related discipline or equivalent combination of education and experience as a technical business systems administrator, analyst and/or other similar relevant experience.Minimum of 1 year of Salesforce Administration experience in an Enterprise level environment.Prior banking or financial services industry experience is highly preferred.Minimum of 3 years of experience in nCino Administration or a similar loan origination system.Salesforce Administrator certification highly preferred.Experience with Salesforce Lightning is required.Must be familiar with developing automation with Salesforce automation tools like using flows, process builders, workflows, approval process, etc.Must be familiar with creating user stories, requirement specifications, defects, training documentation, user manuals, etc.Must be familiar with performing bulk data loads using data loader and/or other approved data load tools.Must be familiar with Agile/SCRUM framework.Familiarity with DevOps process preferred.Must have exceptional people skills, which involve working with internal and external customers.Must have strong skills using Windows and Microsoft software products.Must have excellent oral and written communication skills.Must have solution mindset and desire to learn and upskill.Must be able to thrive in a hands-on, focused, productive, and team-oriented environment.What we offer:
Because we recognize and reward hard work, we offer a competitive salary, a full benefits package, and the potential for a performance-based bonus.What to do next:
If Cornerstone sounds like the place for you (and if you have the qualifications, drive, and passion to match), we invite you to become a member of our winning team! And remember, once you're part of our Cornerstone family, we'll continue to invest in you as a valuable asset in our company. As many of our team members can tell you, there's something special about working at Cornerstone.Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThe contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
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God
by using our talents to make a
positive difference
in the lives of our Team Members, Clients, Shareholders, Communities, and the People who provide services to us.Who we are looking for:
The Salesforce/nCino Application Administrator is responsible for the ongoing administration and training on the bank's nCino application and Salesforce platform. These applications are used to control our loan product lifecycle, service request lifecycle, as well as manage prospects, campaigns, loans, business relationships, partners, and contacts. The Application Administrator will manage the loan life cycle and CRM applications implemented on nCino, as well as identify, diagnose, and resolve end-user problems in a timely manner that exemplifies the bank's high standard of customer service.What you'll do:
Provide support to the Salesforce/nCino user base which includes configuration fixes and enhancements, system maintenance, system updates and enhancements of the platform, etc.Support the integration with other enterprise systems or applications and collaborate with the team to develop or maintain processes to continuously improve data quality processing integrity and productivity.Audit, uncover and resolve data integrity issues.Identify, diagnose, and resolve end-user problems in an effective, timely, and courteous manner.Create, update, and manage nCino Support Cases. This includes researching documentation available in nCino's Community platform, clearly defining the issue, and actively working with nCino's Support Services team to resolve the case.Partner with the nCino Team to drive solutions while collaborating with multiple teams and business units.Setup and/or update user records in Salesforce for new and existing users, which includes but is not limited to their profile, permission sets, roles, license management, cost tracking, etc.Duplicate data management using manual de-duplication techniques and tools.Design and develop the Salesforce/nCino UI/configuration based on the business requirements and enhance the system accordingly.Support with Admin testing and User training.Perform system backups, disaster recovery planning, and participate in cybersecurity initiatives.Implement Salesforce configuration changes, including (but not limited to): assignment rules, approval processes, fields, profiles and permissions, page layouts, record types, dynamic layouts, apps, actions, custom settings, custom metadata types, dashboards, and reports, etc.What you'll need to be successful:
Success in this job relies on your time management skills, organization, and positive attitude. In addition, you'll need the following qualifications:Bachelor's degree in MIS or Information Technology related discipline or equivalent combination of education and experience as a technical business systems administrator, analyst and/or other similar relevant experience.Minimum of 1 year of Salesforce Administration experience in an Enterprise level environment.Prior banking or financial services industry experience is highly preferred.Minimum of 3 years of experience in nCino Administration or a similar loan origination system.Salesforce Administrator certification highly preferred.Experience with Salesforce Lightning is required.Must be familiar with developing automation with Salesforce automation tools like using flows, process builders, workflows, approval process, etc.Must be familiar with creating user stories, requirement specifications, defects, training documentation, user manuals, etc.Must be familiar with performing bulk data loads using data loader and/or other approved data load tools.Must be familiar with Agile/SCRUM framework.Familiarity with DevOps process preferred.Must have exceptional people skills, which involve working with internal and external customers.Must have strong skills using Windows and Microsoft software products.Must have excellent oral and written communication skills.Must have solution mindset and desire to learn and upskill.Must be able to thrive in a hands-on, focused, productive, and team-oriented environment.What we offer:
Because we recognize and reward hard work, we offer a competitive salary, a full benefits package, and the potential for a performance-based bonus.What to do next:
If Cornerstone sounds like the place for you (and if you have the qualifications, drive, and passion to match), we invite you to become a member of our winning team! And remember, once you're part of our Cornerstone family, we'll continue to invest in you as a valuable asset in our company. As many of our team members can tell you, there's something special about working at Cornerstone.Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThe contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
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