Principal, Banking Consultant
Core
Principal authority on bank and credit union lending operations and loan origination platform strategy, shaping how complex financial institution needs translate into scalable, compliant solutions.
Role type
Principal, Banking Consultant (Individual Contributor)
Builds
Scalable, compliant loan origination workflows and lending solutions for U.S. banks and credit unions
Domain
Fintech / Banking / Credit Origination
Required skills
Credit origination process expertise, Software implementation strategy, Operational transformation, Executive stakeholder advisory, Functional requirements translation, Product demonstration leadership, Regulatory compliance knowledge, Cross-functional team leadership, Strategic solution design, Implementation documentation
Preferred skills
None stated
Technologies
None stated
Responsibilities
Define strategic solution direction for lending engagements by assessing customer business models, operational priorities, regulatory considerations, and platform capabilities; Advise customer stakeholders on lending strategy and platform adoption; Map, analyze, and optimize current-state lending processes to design streamlined, compliant, and scalable credit origination workflows; Lead customer discovery sessions to capture and finalize detailed business and technical requirements; Set consulting approaches for lending implementations by establishing principles and decision frameworks; Shape loan origination product strategy by synthesizing customer needs and industry developments; Serve as core SME on credit origination workflows and software capabilities; Create and maintain robust documentation across the implementation lifecycle; Resolve high-impact implementation and operational challenges; Guide cross-functional leaders on LOS and POS implications; Establish scalable methods for aligning financial institution workflows with platform capabilities; Serve as senior escalation advisor for customer concerns; Evaluate customer LOS and POS operations to identify systemic process gaps; Set standards for complex hosted user acceptance testing and operational readiness; Prepare executive-level updates and steering committee reports; Represent lending expertise in strategic customer discussions.
