Experienced Consultant, Financial Services

West Monroe is currently seeking an Experienced Consultant with Commercial Lending and Consulting expertise in the Financial Services industry to join our Chicago practice. As many banks who have survived the worst of the financial crisis look to position themselves for growth and prosperity in a new banking landscape, there are many exciting opportunities to work with new and existing Clients on strategy, transformation, and delivery engagements. With consolidation, regulation, technology advances and significant market-level change, this role is well positioned for engagements spanning business, technology, and management consulting services. The role will involve applying personal and corporate knowledge and experience to tailor solutions and build partnerships helping our Clients gain competitive advantage in their markets. You will help business and technology executives solve key problems within the financial services industry, mentor junior consultants, while building the practice and your career at one of the best places to work.

Lending Skills and Experience:

• 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

Qualifications:

• Bachelor’s degree or equivalent experience preferred
• At least 2+ 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
• A commitment to inclusion and diversity, and openness to new ideas and perspectives
• 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

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