Onbase / Nautilus Implementation Lead

Overview

Are you looking to take your career from good to great? As an employee of PenFed, every day is an opportunity to thrive, and be part of a team working to ensure our organization is providing world class service to our members, employees, and our communities. We exist to help our members realize their full potential, educate and encourage their dreams, and make every effort to follow our mission and help our members "do better." Joining PenFed is more than being an employee; it's about being a part of the PenFed family.

PenFed is hiring an Onbase / Nautilus Implementation Lead to work onsite at our Alexandria, Virginia; San Antonio, Texas; Omaha, Nebraska or Eugene, Oregon service center. The OnBase / Nautilus System Implementation Lead will be responsible for research, support, develop, improve and expansion of the OnBase / Nautilus ECM Repository. This individual should be ready to scale to support other document management platforms if required, experience in OCR platforms (Kodak, Salesforce, Snowflake) and be eager and able to dive in and contribute immediately upon starting in the position. This role also involves providing configuration & technical support as required for scanning, ingesting and document retrieval of information and documents across the organization, while ensuring the availability of the latest version of applications.

Responsibilities

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. This is not intended to be an all-inclusive list of job duties, and the position will perform other duties as assigned.

Plan, design, develop, implement, administer ongoing development and support of the OnBase / Nautilus ECM solution.

Work with business users and the OnBase / Nautilus team to deliver business value and user adoption of ECM technologies.

Strong understanding of EDM concepts, practices and procedures. Develop custom workflows with the capability to integrate with other internal and external IT systems.

Implement various requirements for OnBase Scripting, API calls and troubleshooting and workflow implementations.

Work closely with business and IT management and staff to identify application development solutions, new or modified programs, reuse of existing code using program development software alternatives, or integration of purchased solutions or a combination of the available alternatives.

Work with end users to identity scanning related issues, test / deployment of latest version of application updates.

Triage, troubleshoot, and resolve OnBase / Nautilus ECM software and issues.

Ensure that the import processes (Document Import process, Document Imaging, etc.) are functioning without issues daily.

Manage all document indexing error corrections, deletion requests and developing retrieval methods (cross-references, custom queries, etc.) based on user needs.

Create reports based on user requests and analyze audit reports for anomalies and compliance issues.

Design search templates, user template groups to apply to new & existing users.

Determine the appropriate rights and privileges for OnBase / Nautilus -specific roles, such as user account administrator. Develops user groups accordingly.

Implement solutions to standardize our capture, storage, retrieval of documents on our OnBase / Nautilus ECM repository.

Ability to write custom queries in Oracle and SQL server.

Skill in problem resolution and technical support, with the ability to provide training to customers and stakeholders.

Work closely with technical and non-technical personnel within and across PenFed departments and vendors.

Ensure scheduled processes and events occur without any errors.

Create OnBase / Nautilus performance baselines and review processing and performance reports.

Plan for and test software updates, defects and configuration changes. Create test plans for use when upgrading to determine impact to the system.

Design, implement and regularly test a comprehensive disaster recovery plan.

Work with DBA to create and test a database recovery plan to minimize OnBase / Nautilus downtime in the event of a database failure.

OnBase / Nautilus integrations include, but are not limited to : Workflow, Workview, Document Composition, Outlook Integration, Full text indexing, Advanced Capture, MuleSoft, Salesforce, PING, AIQ, Black Knight, Encompass, Iron Mountain, Kodak Capture etc.

Work with business, IT and partners to ensure document management objectives are met for scalable growth.

Assist with new enterprise content and document management platforms and provide technical expertise to various document centric initiatives across the enterprise.

Improve document operations, learn new document management technologies including AI based document services and support our main goal of Automation CoE.

Qualifications

Equivalent combination of education and experience is considered.

Bachelor's degree preferred. Financial institution experiences desired. However, will consider a combination of experience and education in lieu of a degree with specialized coursework, training, or experience in information technology and OnBase / Fiserv document management implementation, upgrade and administration in the financial service industry.

More than 4 years' experience as an OnBase administrator, developer & support with integration experience.

5+ years of IT experience of developing or administering ECM platforms and document management domain knowledge.

Experience with EDM platforms like OnBase / Nautilus, OpenText preferred.

Document Capture, OCR technologies as well as API development knowledge is preferred.

Experience with AI platforms like Snowflake AI, Einstein and other similar products would be a huge asset.

Basic understanding of Network, Compute, Storage, and End-User technologies.

Experience with application packaging & patching.

Supervisory Responsibility

This position will not supervise employees.

Licenses and Certifications

System Administrator as well as Supporting OnBase / Fiserv certification required.

Workflow Administrator (OnBase / Fiserv) preferred.

Certifications by leading EDM platforms, AI and OCR platforms preferred.

Work Environment

While performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise.

Most roles require working in an office setting with moderate noise and the ability to lift 25 pounds.

Travel

Ability to travel to various worksites for meetings and to be on-call may be required.

About Us

Established in 1935, PenFed today is one of the country's strongest and most stable financial institutions with over 2.9 million members and over $31 billion in assets. We serve members in all 50 states and the District of Columbia, as well as in Guam and Puerto Rico. We are federally insured by NCUA and we are an Equal Housing Lender. We are available to members worldwide, via the web, seven days a week, twenty-four hours a day. We provide our employees with a lucrative benefits package including robust medical, dental and vision plan options, plenty of paid time off, 401k with employer match, on-site fitness facilities at our larger locations, and more. Equal Employment OpportunityPenFed management will maintain and observe personnel policies which will not discriminate or permit harassment or retaliation against a person because of race, color, creed, age, sex, gender, gender identity, gender expression, religion, national origin, ancestry, marital status, military or veteran status or obligation, the presence of a physical and / or mental disability or medical condition, genetic information, sexual orientation, and all statuses protected by applicable state or local law in all recruiting, hiring, training, compensation, overtime, position classifications, work assignments, facilities, promotions, transfers, employee treatment, and in all other terms and conditions of employment. PenFed will also prohibit retaliation against individuals for raising a complaint of discrimination or harassment or participating in an investigation of same. PenFed will also reasonably accommodate qualified individuals with a disability so that they can apply for a job or perform the essential functions of a job unless doing so causes a direct threat to these individuals or others in the workplace and the threat cannot be eliminated by reasonable accommodation or if the accommodation creates an undue hardship to PenFed. Contact human resources (HR) with any questions or requests for accommodation at 402-639-8568.