Working at the bank of missouri
At the bank of missouri we know it takes great people to support the communities we serve! we are passionate about caring for people and communities, and know how to recognize and reward our employees for their talent and contributionsWhen you work at the bank of missouri, you not only get to help others, but you also get the resources, opportunities and support to grow your own career.
About our company
Staying in business for more than 125 years is hardReally hardIf you think about it, we`ve endured many events, like the great depression and two world warsWe`ve survived and thrived, thanks to our great customers and communitiesWe were founded on core values of accountability, community service and financial conservatismThose principles are the reason we are still in business todayCaring for people and communities is our foundation!
We`ve built a reputation of being financially secure and community focusedWe are an independent community bank and fully intend to stay that wayWe are big enough to accommodate any financial need, yet small enough to give every customer the personal treatment they deserve.
About the commercial loan software administrator:
The commercial loan software administrator is responsible for the daily operations, maintenance, configuration, and enhancements of the salesforce platform and use of the ncino application, the banks commercial loan origination systemThis position is responsible for managing the commercial loan life cycle within the ncino application on the salesforce platform and ensure the bank is optimizing the customer experience
Here are some of the great benefits you will enjoy as a member of our team:
Competitive salary
Personal paid time off, as eligible and paid holidays
401k and employee stock option plan, as eligible
Generous medical, dental, vision, life and disability insurance
Fitness reimbursement
Learning, development and growth opportunities
As a commercial loan software administrator you will:
Be instrumental in selecting, installing, setting parameters, and implementing new loan software applications within the specified loan area.
Perform administration of salesforce, security settings, as well as managing users as it related to commercial loans.
Handle application configuration such as, but not limited to, validation & workflow rules, approval processes, form generation templates and credit memo templates
Perform proper change management between environments
Monitor daily integration jobs
Update ncino configuration, such as available collateral types, construction budget & line items, and user interface field additions
Perform intermittent application testing of new ncino releases and internal organizational changes
Promote changes using tools, such as change sets & apex data loader
Manage the loan life cycle and ncino applications implemented on the salesforce platform
Identify, diagnose and resolve end user problems in a manner that exemplifies the banks high standards of customer service
Develop and maintain custom reports, dashboards, and processes to continuously improve data quality, process integrity and productivity
Audit, uncover and resolve data integrity issues
Complete bulk imports of data into ncino
Create, update and manage ncino support cases via the ncino communityThis is to include:
Researching documentation available in the ncino community
Clearly defining the issue
Setting the appropriate priority
Providing the appropriate steps to reproduce the issue
Actively working with the assigned ncino support engineer to resolve the case.
Perform batch reassignment of accounts and opportunities based on organizational changes
In coordination with learning and development, create training plans, materials, and documentation for application users, keep materials up-to-date, and coordinate new user and ongoing training sessions for new employees
Monitor user adoption rates and respond as needed (i.eAdditional training sessions, communication, modifications, or other resources) to optimize the application
Assist users with report design and management
Deliver training and communication to business users including the importance of security procedures
Recommend best practices based on interactions with the user community
Define, communicate, and manage a change management (release) process to develop and implement new vendor application extensions or updates to existing applications
Work with various functions and end users to identify, document, and communicate standard business processes as they related to the various applications
Work with management to identify new and creative opportunities to leverage the applications to support additional business processes or functions
Participate in the integration process with other enterprise systems or other applications as the opportunities arise
Assist co-workers with task completion and workload over run as requested
Maintain a working knowledge of loan compliance and ensures that our systems are in compliance with all loan regulations.
Assist in the preparation of project plans and schedules, including requirements, tasks, work assignments, resources, and the inclusion of project milestones, review points, and reporting thereof
Assist with the design and execution of special report requests from other departments.
Qualifications for success
Bachelors degree in business, mis, computer science or other relevant field required
Minimum two (2) years ncino administration experience required
Minimum one (1) year salesforce administration experience highly desired.
Minimum one (1) year of financial services cloud experience highly desired.
Certified sales force administrator certification highly desired
Demonstrated understanding of salesforce best practices required
Demonstrated proficiency with microsoft office products required
Demonstrated working knowledge of commercial lending and financial services required
Programming and/or software support experience highly desired.
Close attention to detail and an aptitude for assembling data from multiple sources into useful management information; the ability to recognize a disparity in data and mark it for further investigation required
Evidence of communication skills sufficient to create and/or interpret operating procedures; ability to communicate professionally with service partners and customers via telephone and e-mail required
Potential to understand workflows and system requirements to the degree necessary to write procedures, generate reports, and/or provide first-line support to customers and service partners highly desired
The bank of missouri is an eeo employer m/f/vets/disabled and other protected categories
