• nCino Salesforce Administrator

    Job Locations US-CA-San Diego
    Job ID
    Job Type
    Regular Full-Time
    Centers of Excellence
  • Description:

    BofI Federal Bank [NASDAQ: BOFI] with over $9 billion in assets, continues to be one of the fastest growing banks in the nation! We are in the top 5 on-line banks in the country!


    As an nCino Salesforce Administrator, you will be part of a collaborative Salesforce team responsible for successfully developing, customizing, and integrating Salesforce nCino solutions. Specific areas of concentration include:

    • Design, document, build, test and deploy enhancements to nCino custom objects, page layouts, workflows, alerts, reports and complex dashboards
    • 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, custom dashboards, etc. to improve system usability​
    • Troubleshooting user issues, setting up profiles and assisting with business adoption of Salesforce capabilities
    • Configuration of Workflows and custom objects within the best practices of Salesforce Administration
    • Integration and migration activities between Salesforce environments
    • Configuration of Workflows and custom objects within the best practices of Sales Force Administration.
    • Maintain user roles and profiles, security settings, access settings etc. (User Profiles, Role Hierarchy, Sharing Rules and Security)
    • 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
    • Keeps management apprised of project status and creates a system to allow for the continuous flow of information among all business stakeholders
    • 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 on nCino

    Key Skill Sets or Knowledge Requirements:

    • Broad knowledge of the Salesforce platform, and best practices for administration and user experience
    • Understanding of managed packages
    • Natural eye for detail and data quality
    • Salesforce Admin certificate(s)
    • Knowledge of banking and/or financial services preferred

    Desired Career Experience & Education Requirements:

    • 1+ year of nCino administration
    • ​2-5 years as a Certified Salesforce.com Sales Cloud Admin
    • Experience working in a Scrum/Agile Environment
    • Experience developing custom reports and dashboards
    • Application design and configuration using Salesforce.com automation
    • Strong understanding of Salesforce.com best-practices and functionality
    • Understanding of Salesforce Mobile Application
    • Bachelor's Degree in Computer Science or related field


    Job Functions & Work Environment


    While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc.


    The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.


    Equal Employment Opportunity


    BofI Federal Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex , gender identity and expression, sexual orientation, national origin, ancestry, citizenship status, uniform service member and veteran status, marital status, pregnancy, age, protected medical condition, genetic information, disability, or any other protected status in accordance with all applicable federal, state and local laws. Candidates must possess authorization to work in the United States.




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