CareerPlan

Principal, Banking Consultant

US RemoteRemoteFull-time2026-11-05 → 2026-11-11
Remote · from United States

Core

Principal authority on bank and credit union lending operations and loan origination platform strategy, translating complex financial institution needs into scalable, compliant solutions.

Role type

Principal, Banking Consultant (Senior IC)

Builds

End-to-end credit origination processes and loan origination platform strategies for U.S. banks and credit unions

Domain

Fintech / Banking / Lending Operations

Required skills

Lending operations expertise, Credit origination strategy, Process engineering, Business consulting, Regulatory compliance, Executive advisory, Functional specification translation, Software implementation guidance, Cross-functional leadership, Strategic solution design

Preferred skills

Consumer and commercial lending experience, Credit risk management, Enterprise financial technology implementations, Thought leadership development

Technologies

Alkami Platform, Loan Origination Systems (LOS), Point of Sale (POS) systems

Responsibilities

Define strategic solution direction for lending engagements, Map and optimize current-state lending processes, Lead customer discovery to finalize business requirements, Shape loan origination product strategy, Serve as core SME on credit origination workflows, Resolve high-impact implementation challenges, Prepare executive-level updates and reports, Represent lending expertise in strategic discussions, Establish scalable implementation methods, Guide cross-functional leaders on LOS/POS implications

Seniority

Principal, hands-on IC with executive advisory scope