Manager

Job Description

Hands-on expertise in user setup, profiles, roles, permission sets, workflows, validation rules, and reporting
Experience or exposure to Loan Origination Systems (LOS) or lending platforms
Understanding of Housing Finance lending processes (salaried, SENP, credit, loan approvals, disbursements)
Strong communication, analytical, and problem-solving skills with the ability to support non-technical users
Familiarity with Salesforce Service Cloud, Sales Cloud, or Financial Services Cloud
Act as the first point of support for Salesforce LOS users across branches and departments
Manage and resolve tickets related to login issues, user access, data errors, and workflow queries

FUNCTION : Information Technology

DEPARTMENT: Information Technology

SCOPE OF TRAVEL: Low

KEY STAKEHOLDERS (INTERNAL): Sales, Credit, Operations, IT, Compliance

KEY STAKEHOLDERS (EXTERNAL): Vendors, Fintech Partners

JOB OVERVIEW:

This role is responsible for ensuring the seamless operation of the Salesforce-based Loan Origination System (LOS)
The role focuses on providing first-line support to end-users, performing routine Salesforce administrative tasks, and collaborating with cross-functional teams to resolve issues efficiently
REPORTING STRUCTURE: Reports To VP - Information Technology
QUALIFICATION: Bachelors degree in Computer Science, IT, Engineering, or a related field
EXPERIENCE: 2 to 5 years of Salesforce Administration experience, preferably in BFSI or lending environments

JOB ROLE: Salesforce Admin

KEY ROLES AND RESPONSIBILITIES:

Troubleshoot and resolve issues with dashboards, reports, validation rules, and system errors
Document incidents, resolutions, and recurring problems; escalate complex cases to L2/L3 teams
Provide end-user assistance, FAQs, and basic training sessions for staff
Support User Acceptance Testing (UAT) for minor changes, releases, or enhancements
Create, deactivate, and manage users, roles, profiles, and permission sets
Maintain data security, field-level access, and ensure adherence to HFC IT/security policies
Configure and update page layouts, record types, validation rules, approval processes, and workflows
Design and maintain custom reports and dashboards for business stakeholders
Monitor data quality, perform data uploads/exports, deduplicate, and ensure data integrity
Manage sandbox environments, refresh cycles, and perform routine system health checks
Assist in testing and deploying configuration changes and new features
Maintain detailed configuration documentation, admin guides, and process manuals