Manager

• 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

DEPARTMENT:

SCOPE OF TRAVEL:

KEY STAKEHOLDERS (INTERNAL):

KEY STAKEHOLDERS (EXTERNAL):

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:

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