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Senior Consultant
Financial Services
Confirmed live in the last 24 hours
Locations
Seattle, WA, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Agile
Business Strategy
Data Analysis
Management
NetSuite
Oracle
Sales
Salesforce
Communications
Mergers & Acquisitions (M&A)
Requirements
  • Industry experience in one or more of the following segments: Commercial Lending / Leasing, Small Business Administration (SBA) Lending, Equipment Finance, Alternative Business Lending, Consumer Lending / Leasing, Mortgage / Home Equity, Commercial Banking
  • Solutions experience in one or more of the following Commercial Lending areas: Business Process Optimization, Credit & Portfolio Analytics, Commercial Loan Product, Commercial Lending Sales Process, Loan / Lease Origination Systems, Loan Servicing, Risk Management
  • Experience with one or more of the following Competencies: Anti-Money Laundering (AML), Business Architecture, Business Process Mapping, Business Requirements Development / Gap Analysis, Business Strategy Development and Execution, Change Management, Digitization / Imaging, Program / Project Management (PMO), Quality Assurance, Regulatory Compliance, Risk Management, Software Development Lifecycle (SDLC) Experience, System Implementation / Integration, Testing, Training, Use Case Methodology (Waterfall, Agile), Vendor Analysis / Selection
  • Experience with industry-leading Core Loan Accounting Systems including Fidelity, Fiserv, and/or Jack Henry desired
  • Experience with industry-leading Commercial Loan Origination Systems (LOS') including nCino, Capitalstream, CreditQuest, WebEquity, and/or Sageworks desired
  • Experience with industry-leading Customer Relationship Management (CRM) systems including Salesforce, Microsoft Dynamics, NetSuite, Oracle, etc. desired
  • Experience in one or more of the following roles involved in the lifecycle stages of a commercial line/loan:
  • Relationship Manager / Loan Officer - Sales, Qualification, and Structuring
  • Credit Analyst / Underwriter - Underwriting, Due Diligence
  • Credit Officer - Credit Review, Approval
  • Loan Closer - Loan Documentation, Closing, Boarding
  • Portfolio Manager / Servicer - Portfolio Management
  • Risk Manager - Credit Risk / Capital Management
  • Commercial credit qualification or commercial credit training desired
  • Experience working to support a Financial Services Firm going through a transformational change initiative, including Mergers and Acquisitions, Core Conversions, and/or Ancillary System Implementations and Integrations
  • Bachelor's degree or equivalent experience required
  • At least 3-5+ combined years of Financial Services industry and professional services consulting experience including Client delivery
  • Commercial Lending experience within the Financial Services industry is required
  • Strong entrepreneurial spirit
  • Experience managing / leading the work of others desired
  • Experience estimating project work effort, cost, and identifying and mitigating project risks desired
  • Experience effectively leading organizations or teams through change desired
  • Recent experience or proficiency with financial services industry projects desired
  • Strong analytical, problem solving, and presentation skills
  • Strong communication skills to be able to work with Client representatives at all levels
  • Candidates must be eligible to work permanently in the United States without sponsorship
West Monroe

1,001-5,000 employees

Digital management consulting services
Company Overview
West Monroe's mission is to partner with companies in transformative industries to deliver quantifiable financial value. The company functions in multidisciplinary teams that blend management consulting, digital design, and product engineering to move companies from traditional ways of working to digital operating models—and create experiences that transcend the digital and physical worlds.
Benefits
  • Parental leave
  • Medical coverage
  • Flexible PTO
  • 401(k) plan
  • Company stock purchase program
  • Flexible spending accounts
  • Pre-tax transportation benefits
  • Company-provided & supplemental life insurance
  • Perks & discounts program
  • Short-term & long-term disability insurance
  • Pet insurance
  • Travel bonus program
  • LifeLock group rate
Company Core Values
  • Inclusion and diversity
  • People-first
  • Best client service
  • Best and brightest
  • Stewardship
  • Employee-owned
  • Meritocracy
  • Nimble
  • Fun
  • Practical innovation
  • Social responsibility
  • Integrity
  • Quality over growth