Paedra Allen
Certified Salesforce & Encompass Admin | Strategic Systems Leader in Lending Tech & CRM Transformation
- Role
- Senior Encompass Salesforce Configurator at PhoenixTeam
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Paedra Allen
Experienced Encompass and Salesforce Administrator with 10 years of hands-on expertise supporting Encompass desktop and web platforms, complemented by Salesforce administration experience in enterprise environments. Proven ability to configure complex workflows, manage users and security, and support cross-platform business systems within the mortgage and financial services industry.
Experience
Senior Encompass Salesforce Configurator
Jun 2023 — Present · Charlotte, NC, US
Partner with ICE Mortgage Technology to configure and implement Encompass Web for USDA government lending programs• Configure and maintain 60+ workflow rules supporting automated underwriting conditions and workflow tasks• Design and configure Loan Left Navigation and Loan Summary Bar to enhance user experience and workflow efficiency• Create and manage 286 enhanced underwriting conditions aligned with government lending requirements• Build 60+ custom web input forms using Encompass form and layout elements• Configure third-party integrations including Equifax Mortgage Solutions and CoreLogic Flood Services• Develop and maintain 55+ custom print forms and notification templates• Configure business rules including field triggers, milestone completion, and field data entry including advanced conditions• Participate in stakeholder workshops to assess and document business requirements for Encompass and Salesforce enhancements• Serve as an escalation point for complex Encompass and Salesforce support issues• Configure and maintain Salesforce custom objects, fields, page layouts, record types, and validation rules• Manage Salesforce users, profiles, permission sets, and role hierarchy• Support business workflows through declarative automation tools
Education
Appalachian State University
• Bachelor of Science, Business Administration, Marketing
1994 — 1998
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