Sales Force Administrator - Business Purpose Lending

Want to be a part of a dynamic company and team? We are Looking for Candidates who are sharp, hungry and want to grow to the next level with us! Truly Mortgage ( A Division of AmeriFirst Financial Inc.) is Looking for you!

• Competitive Compensation & Benefit Plan (Pay Commensurate with Experience)
• Remote

Executive Summary of Position :

As the Financial Services Cloud Salesforce Administrator, you will be responsible for leading the scoping, ongoing administration and training on Truly Mortgage enterprise and Client Relationship Management (CRM) applications, implemented on AmeriFirst Financial, Inc.

infrastructure as well as the Salesforce.com platform. These applications are used to control our loan production lifecycle, business channel, campaign & lead management, business relationships, partners, and contacts.

This position is responsible for implementing, maintaining and enhancing Truly Mortgages digital lending platforms, and maintaining integrations with other traditional mortgage technologies and software used throughout the enterprise.

Essential Duties :

• Maintain a positive work atmosphere by strategically planning, communicating and engaging the business in manner that encourages productive development for the interactions with customers, co-workers and supervisors.
• Perform basic administration of our Salesforce.com instance and security settings using the standard aspects of the Salesforce Setup menu.
• Manage the loan life cycle and CRM applications implemented on the Salesforce.com platform.
• Work with production support to identify, diagnose, and resolve end user problems in a manner that exemplifies our 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.
• Perform batch reassignment of accounts and opportunities based on organizational changes.
• Develop training plans, materials, and documentation for application users, keep materials up to-date, coordinate new user and ongoing training sessions for new employees.
• Monitor user adoption rates and respond as needed (additional training sessions, communication, modifications, or other resources) to improve.
• Assist users with report design and management.
• Deliver training and communication to business users.
• 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.

Education, Knowledge, Skills, Abilities and Experience :

• Strong technical background
• Moderate to advanced knowledge of workflow applications including Salesforce.com
• At least (3) years of experience in Salesforce Administration
• Salesforce.com Administrator Certification
• Advanced project management skills
• Proficiency in data manipulation (Excel, Access, or other related data manipulation tools)
• Exceptional interpersonal skills that involve internal and external contacts regarding complex policies, and procedures or programs
• Position may Involve orienting and training others
• Excellent organizational skills
• Ability to set priorities, and meet deadlines within the general department expectations
• Requires considerable independent judgement, investigation, developing original concepts, interpretation of information or coordination with others with substantial impact
• Requires moderate amount of intense concentration or mental stress
• Continuous satisfactory job performance
• Salesforce.com Administrator Certification- Must be attained within 12 months of job description signature or 6 months from completion of training program.

Preferred Requirements

• Knowledge of lending loan processes, required loan documentation, closing, and reporting requirements.
• Understanding of lending computer software and MS Office.
• Excellent communication skills, both written and verbal.
• Good multitasking abilities with outstanding time management skills.
• Excellent people & customer service skills
• Open to learning new technology systems and a paperless environment.
• Ability to work in a team-oriented environment; and a commitment to providing exceptional customer service.
• Must take initiative and focus on achievement of position & company objectives.
• May work remote or in local office.

QUALIFICATIONS - EDUCATION - REQUIRED

High School Diploma

QUALIFICATIONS - EDUCATION - PREFERRED

Bachelor's degree or technology field or equivalent work experience

Disclosure :

AmeriFirst Financial provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.

In addition to federal law requirements, AmeriFirst Financial complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

This job description is not intended to be an all-inclusive representation of all possible duties, responsibilities and / or qualifications.

Other duties, responsibilities and / or qualifications may be assigned to this position as the need arises and / or management requires.

Understands, accepts and recognizes requirements relating to compliance issues and attends training as is appropriate and relative to their position.

Including, but not limited to : the Bank Secrecy Act : Anti-Money Laundering, USA Patriot Act.