Salesforce & nCino Application Administrator

at  Trez Capital

Why Join Trez Capital?
Founded in 1997, Trez Capital is a non-bank leading provider of private commercial real estate debt and equity financing solutions in Canada and the United States. For over 25 years, we have consistently provided developers and owners with flexible short-to-mid-term financing. Trez Capital also offers private and institutional investors strategies to invest in a variety of opportunistic, fully secured mortgage investment funds and investment assets. We have built our reputation on doing what we say, with a results-oriented approach to everything we do. We are building a better future as we proudly build better places for people to live, work and play. We are committed to our values – Trust, Respect, Excellence, and Zest - in all that we do.
We pride ourselves on our relationships and are passionate about providing exemplary client service, creating loyal and satisfied investors and borrowers and fostering a collaborative environment in which our employees can excel. We believe in hiring the best people who are as committed to creating incredible experiences for our clients and our team members. We set bold goals and deliver results.

PRIMARY ACCOUNTABILITIES:

• Develop and sustain a deep understanding of Trez’s Salesforce (relationship management) and nCino (loan management) applications.
• Administer and perform routine maintenance on Trez’s Salesforce and nCino platforms.
• Identify, diagnose, and resolve end-user issues promptly.
• Create and maintain custom reports, dashboards, and processes to enhance data quality, process integrity, and productivity under leadership guidance.
• Assist in maintaining data integrity through audits and diagnosis of data issues.
• Perform bulk data imports following established protocols.
• Collaborate with leadership to implement new product/application updates.
• Participate in application testing of new nCino releases and internal changes.
• Update basic application configurations, such as validation rules, workflow rules, f/x and index rates, and approval processes.
• Manage nCino support cases, including researching issues and coordinating with nCino’s support team for resolution.
• Reassign accounts and opportunities based on organizational changes or during absences.
• Monitor user adoption rates and provide support as needed.
• Develop and deliver training plans, materials, and documentation for users, ensuring resources are current and training sessions for new users are conducted regularly.
• Recommend best practices based on user interactions.
  Additional Accountabilities:Embraces the Trez Capital core values:

Our culture drives our success. Our values are the shared beliefs we bring to our professional and personal conduct every day. They are foundational to the strength of our business.

• We build Trust through the integrity of our people, our reputation for transparency, and by doing what we say with a focus on rigour, results and risk management.
• We gain Respect through the impact we create inside and outside the firm, delivering exemplary stakeholder experiences. We build respect through a collaborative and diverse environment in which our employees can excel.
• We pursue Excellence for our employees, investors, partners and borrowers. Everyone who works with us is accountable for our clients’ success.
• Our bold goals and winning outcomes are the results of our ability to create unique offerings based on our unwavering Zest, discipline and innovative entrepreneurialism.
• Complies with all policies and procedures, work rules, and standard operating procedures.
• Safeguards the interests of the business, our people and our clients.
• Completes other related duties as required.

QUALIFICATIONS AND EXPERIENCE:

• Bachelor’s degree in a business or technology field, or a related field.
• 1-3 years of experience in an enterprise IT or technical role.
• Strong technical background with robust project management skills

KNOWLEDGE, SKILLS & ABILITIES (CORE COMPETENCIES):

• Excellent written and verbal communication skills for effective cross-departmental interactions and external stakeholder engagement.
• Highly organized with the ability to manage multiple assignments, support various strategies, and ensure high-quality deliverables under tight deadlines.
• Detail-oriented with a focus on accuracy and process improvement.
• Self-motivated team player with a strong work ethic who can work independently.

Reporting to Executive Managing Director, Global Head Capital Raising with a dotted line to our Global Head, Credit Risk & Underwriting, the Salesforce & nCino Administrator is pivotal in managing and maintaining Trez’s Salesforce and nCino applications. These applications help stakeholders manage projects, campaigns, business relationships, partners, and contacts and manage loans from origination, through underwriting, approval and funding through to repayment.