Forrest Morgan
Chubbuck,ID
Summary
Dynamic top-producing and results-driven business operations project leader U.S. Coast Guard veteran seeking to contribute staff management skills, demonstrate operations knowledge and success toward optimizing the goals of a progressive employer in a leadership role for an organization poised for growth. Bold, analytical thinker with success in utilizing today’s technology to develop action plans to accomplish goals, analyze management issues and the ability to manage projects, audits, and drive detail-oriented path for management success. Highly motivated and energized by challenges with the ability to effectively consult on problems and operations scope, recommending cutting-edge solutions that surpass expectations and ensure a strong competitive operational presence.
Overview
12
12
years of professional experience
1
1
Certification
Work History
NCino Admin
Sunflower Bank
01.2023 - Current
- Administer and support the nCino Bank Operating System on Salesforce, configuring all formatted data including objects, fields, record types, page layouts, validations, and automation to support Lending, Commercial and Retail Credit, Loan Operations, Relationship and Portfolio Managers, and Treasury Management workflows.
- Design and maintain Salesforce declarative solutions including complex formula fields, cross-object validations, report and dashboard big data, and quality controls.
- Serve as primary owner for nCino/Salesforce reporting and dashboards, designing and maintaining complex reports, row level formulas, filter logic, and dashboards to support operations, compliance, and leadership reporting.
- Manage data governance and integrity across nCino and downstream systems including GLF maintenance and duplicate resolution, error merges, and coordination of dependencies that impact Signature and other integrated platforms.
- Serve as the primary point of contact on nCino/Salesforce for break/fix incidents, providing tier 3 administrative support, reviewing and categorizing tickets, troubleshooting configuration, validation, automation, workflow issues, and delivering sustainable root cause solutions while ensuring proper separation of incident and enhancement requests.
- Partner with business stakeholders and technical teams to translate operational requirements into scalable nCino/Salesforce configuration while ensuring compliance with internal control and regulatory standards.
- Support platform releases and production changes by documenting quarterly updates, regression impacts, and process adjustments to maintain system stability and user readiness.
- Maintain reporting accuracy by validating field usage, controlling data entry through system logic, and ensuring consistent application of business rules across teams.
Contract Salesforce Admin
Interactive Advertising Bureau (IAB)
10.2022 - 01.2023
- Migrate Process Builders and Workflows to Record Based Flows.
- Conduct ORG wide audit to find redundant fields and objects.
- Conduct profile audit to reduce unneeded profiles.
- Led configuration project for new Mobile App.
- ZenDesk Admin and triage all incoming tickets.
Senior Business Analyst Admin
Coastal Cloud (Consulting Firm)
10.2021 - 09.2022
- Configured multiple complex Services and Sales Cloud implementation.
- Leverage Salesforce Inspector for data quality inspections to ensure Salesforce database is clean and free of duplicates.
- Compile User Stories for various Cloud implementation.
- Create and enhance custom objects and custom fields.
- Experience using Lightning App Builder.
- Data Migration from legacy CRM system to new Salesforce.
- Integrated third party application (Microsoft Teams, ChargeBee, Box.com, Surveys).
- Created Record and Screen Flows to enhance automation.
- Created user training for all new users including C-Level members.
- Train C-Level and basic users best practices on how to use and configure Salesforce.
- Created detailed railheads for new users to ensure all users have the knowledge to best use Salesforce.
- Used Email to case, Web to case features to update and manage their cases.
- Setting up Service Cloud Console, Cases, Case Assignments and CTI Integration.
- Created approval processes to ensure the proper managers and supervisors are notified and records are being seen and completed in a timely manner.
- Created reports and dashboards to enhance the functionality and productivity of Salesforce.
Operation Specialist
OneSpan
08.2021 - 10.2021
- Member of the Operations team, create custom reports and dashboards.
- Created over 100 custom reports.
- Created over 15 custom dashboards.
- Created and maintained new productivity dashboard in Excel for operations team.
- Utilized OneNote to track updates to marketing tickets taken for information.
- Updated marketing yearly tech stack budget spreadsheets via Excel.
- Created production information notebook to consolidate overall tech stack information that is located via OneNote.
- Created operations notebook with all production information via OneNote.
Salesforce Certified System Admin
Central Credit Union
10.2019 - 08.2021
- Highly customized ORG focused on customization rather than end user. Testing and Quality Control is paramount to user satisfaction and user adoption.
- Lead Salesforce Admin, develop Training and Standard Operating Procedures.
- Implement nCino Manage Package into five separate sandbox ORGs and rolled out to Production.
- Train the new nCino admin in process and procedures for both nCino and Salesforce.
- Created many automated processes through Salesforce to enhance user experience using Workflows, Process Builder and Flows.
- Managed over 300 users (300 are call center agents) within Salesforce, creating custom profiles and permission sets/groups.
- Managed Salesforce Admin user guide to ensure all policies are documented and followed.
System Analyst
Defense Logistics Agency
01.2014 - 01.2019
- Providing professional knowledge and technical expertise worldwide to ensure the timely execution of essential aid and transportation needs in times of crisis and natural disasters.
- Lead Systems Analyst for Expeditionary Response Team developed training material and guides for new Analyst.
- Lead Analyst for United Nations training exercise Operation Saber Strike 2018 Poland.
- Developed white papers and data sheets to outline shipping procedures and requirements as now used by all branches of the military.
- Applying analytical and evaluative methods and techniques to find ways to understand daily and monthly reports.
- Manage phone calls from headquarters in tandem emails to ensure effective written and oral communication to ensure mission is complete with minimal errors.
- Ensure estimates, forecasts, submissions and revisions and publish finding on daily Operation Cell SharePoint site.
- Local SharePoint Administrator, designed team SharePoint site. Created forms to increase productivity and tractability of work force. This enables developing, documenting, and operating internal processes and administrative/technical controls.
- Gather data, analyze facts and propose solutions to resolve manpower, funding or material limitations by creating formulas to apply analytical and evaluative methods and techniques.
- Research supply policy and procedures from revisions and analyze workflow to gain understanding of procedures to make proper recommendations for case operating performance goals, and resource utilization to identify system deficiencies or undesirable trends in CCP receiving, Receiving Dedicated trucks, MRO's RDO's.
- Trained staff on new technology, Skype for Business, SharePoint, OneNote to ensure the effective delivery of information.
Education
Bachelor of Science - Business, Project Management
University of Phoenix
Livermore, CA01.2014
Associate of Science - Computer Network Technology, Systems and Security
Las Positas
Livermore, CA01.2018
Skills
- Detail-oriented analysis
- Project planning
- Facilitating learning
- Agile
- Client engagement
- Implementation of administrative and technical controls
- Statistical Techniques
- Resourcing Policies and Procedures
Certification
Salesforce Administration Certification
Timeline
NCino Admin
Sunflower Bank
01.2023 - Current
Contract Salesforce Admin
Interactive Advertising Bureau (IAB)
10.2022 - 01.2023
Senior Business Analyst Admin
Coastal Cloud (Consulting Firm)
10.2021 - 09.2022
Operation Specialist
OneSpan
08.2021 - 10.2021
Salesforce Certified System Admin
Central Credit Union
10.2019 - 08.2021
System Analyst
Defense Logistics Agency
01.2014 - 01.2019
Associate of Science - Computer Network Technology, Systems and Security
Las Positas
Bachelor of Science - Business, Project Management
University of Phoenix