Salesforce nCino Administrator
at Westfield

Date Posted: 6/20/2019

Job Description

From its humble beginnings since its founding in 2001, Westfield Bank has become one of the leading financial institutions in Northeast Ohio. With a Five-Star Superior rating from BauerFinancial, the bank provides comprehensive personal, business, and agency banking products and services.

Supported by Westfield Insurance, one of the nation’s 50 largest property and casualty insurance groups, Westfield Bank has grown to manage more than $1 billion in assets. The group’s motto is “Sharing Knowledge. Building Trust.” – a message and commitment lived out each day by employees across the country.

The center of the bank’s business model revolves not around profits or numbers, but through personal relationships and close contact with its customers. All Westfield companies stress the importance of hiring quality employees, as well as developing them and empowering each employee to be the best they can be, both in their work and in their life. As an employee of Westfield Bank, you will have the opportunity to not only create peace of mind for our customers, but to grow your career in one of the best workplaces in Northeast Ohio.

Salesforce/nCino Administrator Job Summary

This position will lead the implementation, administration and ongoing maintenance of the Salesforce/nCino operating system at Westfield Bank.  Initial focus will be on the commercial loan production cycle and will include design of business development, underwriting, documentation, booking, CRM and all associated processes and work flows through the application.  Longer term expectation of the position is leadership of adoption of the Salesforce/nCino platform as Westfield’s CRM and lending platform for all business lines.


Essential Functions (primary functions and/or reasons the job exists in order of importance)
1. Lead the implementation and optimization of the nCino loan origination system in a commercial/small business lending focused environment.  Document process changes and ensure adequate communication and/or training for impacted stakeholders.
2. Manage the loan life cycle and CRM applications within the Salesforce/nCino platform and introduce best practices developed through user community interactions, from nCino conferences, and webinars to ensure optimal use of all platform capabilities.
3. Partner with Lending, Credit, Operations, and Accounting team members to identify interface points between nCino and existing business processes/systems and lead change management initiatives to optimize integration with Salesforce/nCino at inception and on an ongoing basis.
4. Develop, maintain, and deliver the necessary training plans, materials, and documentation to enable new and existing users to effectively adopt and use the nCino lending platform.
5. Develop a change management procedure to ensure effective implementation of all new releases, updates, or vendor application extensions at Westfield Bank.
6. Perform basic system administration including periodic updates, user support, and diagnosis/resolution of end user issues.
7. Collaborate with Credit Administration and Lending Management as well as other functional areas to ensure full adoption of the nCino system and to identify opportunities for improved business results through full utilization of the system’s capabilities.
8. Partner with users across the enterprise to identify management reporting needs.  Design and maintain the necessary reports and dashboards and the associated documentation.
9. Establish processes to ensure the maintenance of high data quality in the nCino system and lead efforts to uncover and resolve data integrity issues.
10. Coordinate with Credit and Lending team members in support of efforts to prepare for and respond to regulatory and internal/external audits, loan reviews, and examinations.
11. Provide best-in-class service to our customers with innovative and creative solutions.  Interacts with fellow employees in a manner that promotes teamwork and professionalism.
12. Maintain awareness, understanding, and compliance with the Bank’s internal policies and procedures, laws, and regulations appropriate for the position.
13. Travel occasionally for special assignments, training, and/or between office locations.


Desired Qualifications/Experience/Certification/Education (in order of importance)
1. 3 years’ experience in Management Information Systems, preferably in a banking, financial services, or similar environment.
2. 3 years’ experience as a business analyst or systems analyst with an emphasis on system configuration and design.
3. Administrator Certification or working towards the Administrator Certification.
4. Ability to evaluate business processes and recommend policies and procedures to drive effectiveness and efficiency.
5. Experience with loan origination, documentation, and administration processes strongly preferred.
6. Strong writing and presentation skills; proven ability to orient and train others and interact with all levels of management.
7. Advanced knowledge of Microsoft Windows and Office, including Excel and Word, or other transferable software packages.
8. Ability to be detail oriented and multi-task while demonstrating analytical and problem-solving skills.
9. Bachelor’s degree or commensurate experience.
10. Valid driver’s license and a driving record that conforms to company standards.

Physical Requirements (specific to the role) 
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. 
• Ability to work effectively in an office environment for 40+ hours per week (including sitting, standing, and working on a computer for extended periods of time).
• Ability to communicate effectively in a collaborative work environment utilizing various technologies such as:  telephone, computer, web, voice, teleconferencing, e-mail, etc.
• Ability to travel as required.
• Ability to operate an automobile within the parameters of the driving policy.

This job description describes the general nature and level of work performed in this role. It is not intended to be an exhaustive list of all duties, skills, responsibilities, knowledge, etc. These may be subject to change and additional functions may be assigned as needed by management.


Westfield offers a Total Rewards program that focuses on compensation, benefits, and wellness and includes perks like 401(k), pension plan, annual incentive, education reimbursement, onsite fitness center and casual dress. Work-life balance, recognition, and learning and career development are all part of a rewarding career with Westfield Bank.

To learn more about Westfield Bank and the opportunities available, please visit us at


We are an equal opportunity employer/minority/female/disability/protected veteran.

Job Snapshot

About Us

Westfield is a customer-focused insurance and banking group of businesses.

Our winning vision embraces innovation and opportunities in a changing world. Our strength comes through relationships we have built with employees, business partners and customers. The product we offer our customer is peace of mind and our promise of protection is supported by a commitment to service excellence provided by an exceptional team of diverse people.

Our success will be based upon knowledge, trust, integrity, respect and stewardship

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