Senior System Administrator - nCino Salesforce

| Rosemead, CA, USA
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People Drive Our Success

Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.

Apply today!

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Learn more about us at cathaybank.com

GENERAL SUMMARY

This position is responsible for implementing, administering, and maintaining Cathay Bank's various enterprise system platforms such as nCino and Salesforce, but not limited to those platforms. These applications control loan production lifecycles and service request lifecycles and manage prospects, campaigns, loans, business relationships, partners, and contacts, hence this role is crucial to driving adoption and satisfaction to the systems' overall performance. This role will manage the overall nCino and Salesforce processes to ensure proper change management procedures are followed, integration jobs are monitored, release installations are performed timely, and reports are developed and delivered to the appropriate departments. Furthermore, this role will oversee continued expansion and growth of nCino and Salesforce utilization.

ESSENTIAL FUNCTIONS

  • Apply techniques to perform basic to complex administration of Cathay Bank's Salesforce instance and security settings using the standard aspects of the Salesforce Setup menu.
  • Manage the loan lifecycle and CRM applications implemented on the Salesforce platform.
  • Identify and diagnose end user problems in a manner that exemplifies Cathay Bank's high standards of customer service.
  • Develop and maintain custom reports, dashboards, and processes to continuously improve data quality, process integrity and productivity.
  • Assist with the institution's data maintenance including auditing and diagnosing data integrity issues and completing bulk imports of data.
  • Define, communicate, and manage a change management (release) process to develop and implement new vendor application extensions or updates to existing applications.
  • Perform intermittent application testing of new nCino releases and internal organizational changes.
  • Perform updates to basic nCino configuration to include nominal application configuration such as creating validation rules, workflow rules, and approval processes for form generation templates and credit memo templates.
  • Understand, create, and manage various Salesforce and nCino syntax.
  • 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.
  • Perform batch reassignment of accounts and opportunities based on organizational changes.
  • Monitor user adoption rates and respond as needed.
  • Develop training plans, materials, and documentation for application users, keep materials up to date, and coordinate ongoing training sessions for new users.
  • Deliver training and communication to business users, including collaborating with management to identify new and creative opportunities to leverage the applications to support additional business processes or functions.
  • Recommend best practices based on interactions with the user community.
  • Collaborate with respective business unit to map data fields and maintain Sandbox Banking Glyue middleware.

QUALIFICATIONS

Education: Bachelor's degree in a business or technology field or equivalent work experience preferred.

Experience:

  • 1-3 years of experience in an enterprise IT role or technical related role.
  • Moderate to advanced knowledge of workflow applications, including Salesforce.
  • Proficiency in data manipulation and using data-related applications.
  • Exceptional interpersonal skills that involve collaborating with internal and external contacts regarding complex policies, procedures, or programs.
  • Ability to use independent judgment, investigation, concept development, information interpretation, and collaboration with other departments.
  • Strong overall technical background.
  • Advanced project management skills.

Desired:

  • Salesforce Administrator Certification
  • nCino Administrator Certification
  • Experience with Apex programming language.
  • Experience with Visualforce development.
  • Experience with other report writing software.
  • Banking background and experience.

OTHER DETAILS

$43.26 - $62.50 / hour

Pay determined based on job-related knowledge, skills, experience, and location.

Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).

Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.

Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We believe in diversity, equity, and inclusion in the workplace. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.

Click here to view the EEO is the Law poster in English. Poster- English

Click here to view the EEO is the Law supplement in English.Supplement- English

Clic aqui para ver la EEO es la Ley poster en espanol. Poster- Spanish

Clic aqui para ver la EEO es la Ley suplemento en espanol.Supplement- Spanish

点击这里查看EEO是法律海报的中文Poster- Chinese

点击这里查看EEO是法律和补�條例的中文"Supplement- Chinese

Cathay Bank endeavors to make www.CathayBank.com accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at (626) 582-7370 or [email protected]. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.

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More Information on Cathay Bank
Cathay Bank operates in the Financial Services industry. The company is located in Los Angeles, CA. Cathay Bank was founded in 1962. It has 1210 total employees. To see all 10 open jobs at Cathay Bank, click here.
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