Main Knowledge Areas:
Lending, Private Banking, Wealth Client and/or other top global banking senior management experience. Knowledge of agency non-agency, bilateral and structured lending. Experience with asset-based, specialty, and other lending types, workflow optimization, audit and reporting regulations and standards. Experience with primary and secondary loan trading. Strong understanding of LoanIQ (including complex syndicated lending) and Loan Operations/Servicing to ensure the platform's fit for purposes. Ability to guide business stakeholders to leverage and integrate with LoanIQ, optimize client's benefit derived (toward total ROI) from LoanIQ's capabilities per area of adoption.
Responsibilities:
Act as strategic advisor and program lead to evaluate use cases, field of use, and fit for purpose of LoanIQ. Bring a holistic Service Design mindset to include scenario-based planning of assessment, procurement, implementing and managing a Corporate Lending solution (LoanIQ) for margin lending, private lending, and other lending products and services. Executive, self-managed leader who can traverse multiple departments, settle competing and conflicting interests, and drive consensus and adoption. Understanding of industry and technical domains to oversee the entire lifecycle of product selection to production rollouts, to include all technical development and integration, project management, analysis and stakeholder engagement. Develops relationships with all stakeholders to ensure alignment across project and for future GFT business.
Key Skills:
Mandatory Requirements: Minimum 12+ years of professional experience; 5+ years of experience in LoanIQ; 5+ years of experience with Finastra Suite of Products; 10+ Years of Experience with other Banking Core Products; Experience with Global Enterprise-Scale Program Management and Team Leadership
Senior LoanIQ Advisor • Brooklyn, NY, United States
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