Principal Business Consultant (Loan IQ)

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.

resources to develop programs.

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

clients, and gain client acceptance.

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

programs.

resolving any issues with technical resources.

implementation of mitigation plans.

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

and transition the client appropriately.

development, support, training, professional services as needed.

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

industry practices.

○ 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

○ 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

○ Analyze commercial lending and syndication processes

○ Write Business Requirement Documents (BRDs) and functional specs

○ Translate technical details into business context

○ Recommend best practices to improve loan operations and servicing

○ Support product transformation initiatives and innovation efforts

○ Align solutions with global financial regulations and trends

○ Address complex challenges with analytical and creative thinking

○ Assess business risks and propose mitigation strategies

Required Experience :

institution or an industry software company.