Auto Lending Integration Analyst with Salesforce
Must Have Technical/Functional Skills
8 years experience in a Integration Specialist role.
Solid understanding of the auto finance industry and the loan lifecycle (Origination Underwriting Servicing).
4 years of hands-on experience with Salesforce (Admin experience required; declarative customization reporting and data management). Salesforce Administrator Certification is highly preferred.
Practical experience with system-to-system integration methods (APIs middleware batch processing) and understanding of data mapping concepts.
Proven ability to translate complex business problems into clear well-documented functional and technical requirements.
Experience with a specific Loan Origination System (LOS) common in auto finance (e.g. DealerTrack defi SOLUTIONS etc.).
Salesforce Platform App Builder or other advanced certifications.
Familiarity with Agile/Scrum methodologies.
Experience with Financial Services Cloud (FSC) and its specific data model for lending.
Roles & Responsibilities
The Auto Lending Integration Analyst will act as the key liaison between the auto finance business teams and the technical development teams. This role requires expertise in the auto lending domain strong business analysis skills and hands-on experience integrating Salesforce with core lending platforms such as Loan Origination Systems (LOS) servicing platforms and dealer management systems.
* Analyze and document business requirements for integrating Salesforce (Sales Cloud Service Cloud or Financial Services Cloud) with various internal and external auto lending applications (e.g. LOS credit bureaus DMS).
* Define data mappings and integration specifications to ensure seamless real-time data flow between Salesforce and core lending platforms for objects like loan applications customer profiles credit decisions and loan status updates.
* Serve as the Subject Matter Expert (SME) for the auto lending data model process flows and integration points within the Salesforce ecosystem.
* Collaborate with Architects and Developers to design and validate API integrations (REST/SOAP) and middleware solutions for data exchange.
* Conduct gap analysis between current system capabilities and desired business outcomes specifically identifying where Salesforce can optimize the lending journey (e.g. lead management application tracking post-funding customer service).
* Understand and document end-to-end auto lending processes (e.g. dealer enrollment direct/indirect application submission underwriting funding and servicing).
* Configure Salesforce objects fields workflows and validation rules to support auto lending business needs and ensure data integrity across integrated systems.
* Develop and execute detailed User Acceptance Testing (UAT) scripts for all new features and integrations validating data accuracy and process adherence in both Salesforce and the connected lending systems.
* Support the business through training and change management activities related to new syst em rollouts and process changes.
* Ensure all integration and process designs comply with auto lending regulations (e.g. TILA ECOA) and internal data governance policies.
* Assist in creating reporting and dashboard requirements within Salesforce to provide business leaders with actionable insights into the loan pipeline dealer performance and customer service metrics.