About Trantor

Trantor is a technology services company focused on outsourced product development and digital re-engineering. Leveraging our CaptiveCoE™ engagement model, we operate as a seamless extension of our client’s teams to provide rapid scalability with predictable budgets.

Established in 2012, Trantor has worked with customers across Tech, FinTech, Media & Cyber Security industries. We have US, India, Canada, and Costa Rica centers. We are consistently rated as the #1 employer in the region with the ability to attract and retain technical talent.

Our commitment to excellence and impactful results has translated to long-term relationships and value for our clients and solution partners.

Please visit us at: https://trantorinc.com

Key Responsibilities of the Role:

• Manage the loan lifecycle and CRM applications implemented on the Salesforce Platform through nCino.
• Perform basic administration of ApplePie Capital’s Salesforce instance and security settings using the Salesforce Setup menu.
• Identify and diagnose end-user problems in a manner that exemplifies ApplePie Capital’s high standards of customer service.
• Create, update, and manage nCino Support Cases. This includes researching documentation in nCino’s Community platform, clearly defining the issue, and actively working with nCino’s Support Services team to resolve the case.
• Provide support for internal user requests while troubleshooting issues, escalating items to management, and nCino technical support as needed.
• Design, document, and implement solutions by creating or modifying system workflows, dashboards, and reports to improve data quality, process integrity, and productivity continuously
• Assist with the institution’s data maintenance, including auditing and diagnosing data integrity issues and completing bulk imports of data with quality assurance.
• Define, communicate, and manage a change management (release) process, including a rollback plan, testing new functionality, deploying to a production environment, communicating to end-users, and implementing new vendor application extensions or updates to existing applications.
• 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.
• Manage all nCino business rules, forms, tools, users, permission sets, groups, profiles, objects and fields, and roles.
• Identify and communicate risks related to process and configuration changes while analyzing requirements and developing solutions.

What it takes to catch our eye

• Excellent communication, presentation, and technical writing skills, specifically the ability to speak clearly with business stakeholders
• 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.
• Minimum of 2 years experience working with nCino or Salesforce
• Has done multiple Salesforce implementations and knows all of the features. Not just the CRM.
• Bachelor’s degree in a business or technology field or equivalent work experience.
• 1-3 years of experience in an enterprise IT or technical-related role.
• Moderate to advanced knowledge of workflow applications, including Salesforce.
• Proficiency in data manipulation and using data-related applications.
• Advanced project management skills.
• Project implementation and solution engineering.
• Proven capacity to understand complex business and technical concepts.
• Strong organizational skills.
• Comprehensive knowledge of lending policies, workflows, and technology.
• Familiar with data mining and statistical analysis.
• Required Certifications:
• Salesforce Administrator Certification
• nCino Administrator Certification *within 12 months

Desired:

• Advanced Administrator toolkit (building automation using Process Builder/Flows, creating complex custom objects)
• Comprehensive experience with scripting and automation technologies and programming languages, such as Java, XML, Visual Basic, and SQL.
• Advanced experience administrating lending technology and processes.
• Experience with Apex programming language.
• Experience with Visualforce development.
• Experience with other report-writing software.
• Salesforce Data Architect Certification.
• Salesforce Integration Architect Certification.
• Salesforce Business Analyst Certification.