Business Analyst System Admin

We are looking to add a Financial Services Cloud Salesforce Administrator to our team! In this role, you will be responsible for leading the scoping, ongoing administration and training on the system and Client Relationship Management (CRM) applications, implemented at for the business. 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 digital lending platforms, and maintaining integrations with other traditional mortgage technologies and software used throughout the enterprise.

Lend Investors Capital is a nationwide private business purpose lender, offering innovative financing solutions to a wide spectrum of real estate investors, homebuilders, and mortgage Brokers. Loan products include options for Acquisition, Refinance, Bridge, and Construction financing, in the form of single asset loans and portfolio loans. Lend Investors Capital is headquartered in Puyallup, Washington, with regional sales teams across the country.

What You'll Do:

• 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.

What We're Looking For:

• Strong technical background
• Moderate to advanced knowledge of workflow applications including Salesforce.com
• At least (3) years of experience in Salesforce Administration
• Bachelor’s degree or technology field or equivalent work experience
• 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:

• Knowledge of lending loan processes, required loan documentation, closing, and reporting requirements.
• Understanding of lending computer software and MS Office.

Why You’ll Love It Here:

At Lend Investors Capital, we believe in taking care of our team. Here’s a sneak peek at the benefits that come with joining us:

• Innovative Environment: Join a forward-thinking company at the forefront of the construction finance industry with access to cutting-edge technology and resources.
• Work Flexibility: Enjoy a flexible work environment where you can balance team leadership with your personal life.
• National Impact: Be part of a nationwide operation that’s shaping the future of construction financing and making a difference for builders, developers, and homeowners across the U.S.
• Health Insurance – We’ve got you covered! Lend Investors Capital pays 100% of your medical insurance premiums to keep you healthy and stress-free, offering a PPO and HSA plans.
• Health Savings Account (HSA) – We contribute annually into your HSA account (prorated from your hire date) and for those the select our HSA plan.
• Competitive Compensation – We offer competitive wages that reward your expertise and hard work.
• Paid Time Off – Take time to recharge with 3 weeks of paid time off each year.
• Paid Holidays – Enjoy 10 paid holidays throughout the year so you can spend quality time with family, friends, or doing whatever you love.

We’re here to support you both professionally and personally—because when you thrive, we all thrive.

This job posting highlights the most critical responsibilities and requirements of the job; however, there may be additional duties, responsibilities, and qualifications for this job.

Lend Investors Capital is an Equal Employment Opportunity (EEO) employer and welcomes all qualified applicants. This is a full-time exempt position. The job description contained herein is not intended to be a comprehensive list of the duties and responsibilities of the position, which may change without notice.