Job Description

Reporting to the Director of Lending Global Services, the Principal Business Consultant is responsible for data analysis and mapping, system configuration, implementation, consultative training and/or reinforcement of training, and implementation support of software applications for new and existing clients. Follow project standards within established timeframes and at defined quality levels, and ensure projects are completed according to schedule and client specifications. This position is client-facing and requires travel to the client site as the project warrants. Work performed is typically moderately complex.

Responsibilities & Deliverables:

Your deliverables as a Principal Business Consultant will include, but are not limited to, the following:

• Interact with client, consultatively, to determine project requirements and needs analysis.

• Establish and/or assist client with configuring system parameters and controls based on

client’s business practices and processes; recommend best practices; review setup with

clients and gain client acceptance.

• Conduct data analysis and mapping activities for assigned applications if applicable.

• Analyze source data files and map data to target application for use by technical

resources to develop programs.

• Provide on-site or remote support during client conversions as applicable.

• Establish and/or assist client with establishing system parameters and controls based on

client’s business practices and processes, recommend best practices, review setup with

clients, and gain client acceptance.

• Conduct data mapping activities for assigned applications if applicable. Analyze source

data files and map data to target application for use by technical resources to develop

programs.

• Test and troubleshoot system configuration and functionality.

• Validate new system input, output, and connectivity. Identify, research, and assist in

resolving any issues with technical resources.

• Facilitate converted database validation work sessions with clients as applicable.

• Assess and report risks during project and participate in the development and

implementation of mitigation plans.

• Communicate project scope, status, and risks to all stakeholders.

• Record accurate and timely accounting of time spent on project related activities.

• Follow established project, departmental, company procedures and quality standards.

• Follow established project management standards. Provide activities related to the

management of assigned implementation projects to bring the project to a timely close

and transition the client appropriately.

• Complete post-implementation tasks in a timely manner.

• Update internal documentation as applicable.

• Provide subject matter expertise to internal staff including, but not limited to, sales,

development, support, training, professional services as needed.

• Participate in the development of implementation or training content. Conduct software

training and/or reinforce prior training to both external clients and internal staff.

• Maintain, enhance, and broaden knowledge and skills of software applications and

industry practices.

• Loan IQ Expertise

○ Serve as a subject matter expert (SME) on the Loan IQ platform

○ Lead Loan IQ implementation, integration, and migration projects

○ Ensure platform usage aligns with business needs and compliance standards

• Client & Stakeholder Engagement

○ Conduct business and IT workshops to gather requirements

○ Collaborate with cross-functional teams to deliver tailored solutions

○ Act as a trusted advisor to clients and internal stakeholders

• Functional Analysis & Documentation

○ Analyze commercial lending and syndication processes

○ Write Business Requirement Documents (BRDs) and functional specs

○ Translate technical details into business context

• Strategic Consulting

○ Recommend best practices to improve loan operations and servicing

○ Support product transformation initiatives and innovation efforts

○ Align solutions with global financial regulations and trends

• Problem Solving & Risk Management

○ Address complex challenges with analytical and creative thinking

○ Assess business risks and propose mitigation strategies

Required Experience:

• Minimum of 10 years of experience in relevant area of expertise, preferably for a financial

institution or an industry software company.

• Client facing service experience required.

• Software implementation, support, or training experience strongly preferred.

• Experience with project management disciplines preferred.

• Experience with Finastra Loan IQ.

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