Business Development:

• Actively participate in business development with prospective Clients including solution definition, proposal development, pre-sale Client meetings, estimation, pricing, project planning, and development of statements of work
• Author white papers, blogs, and actively participate in industry groups to establish WMP as an industry leading consulting service provider in Commercial Lending
• Contribute to the identification and closing of new opportunities with existing Clients
• Actively build a professional network and affiliate network in the local, regional, and national financial services community
• Foster and broaden professional relationships and opportunities with alliance partners
• Attend networking events and business related social functions

Practice Development:

• Coach consultants in the effective delivery of impactful solutions to financial services organizations
• Participate actively in the consultant recruiting and performance management processes
• Train consultants within the Banking and Customer Experience practices to be knowledgeable of Commercial Lending terminology, processes, and key performance indicators
• Drive the development/enhancement of WMP’s methodologies and approaches to financial services Client delivery
• Develop solutions specifically designed to address the needs of financial services firms engaged in Commercial Lending

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:

• BS in Accounting, Finance, or similar field
• At least 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

Think you’ve got what it takes?  Join our team and make us better.