Principal Banking Consultant

Alkami Technology

. Define strategic solution direction for lending engagements by assessing customer business models, operational priorities, regulatory considerations, and Alkami platform capabilities .

Posted 11/5/2026full-timeRemote • United StatesLead💰 $140,000 - $175,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates deep expertise in lending operations and credit origination, with a strong ability to translate complex workflows into functional specifications. Proven track record in business consulting and process engineering within financial institutions, coupled with exceptional executive advisory and communication skills.

Highest-signal resume keywords

Lending Operations ExpertiseCredit Origination StrategyBusiness Process MappingExecutive Advisory SkillsEnterprise Implementation Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Credit Risk ManagementBusiness ConsultingProcess EngineeringTechnical DocumentationWorkflow OptimizationLending PracticesOperational TransformationImplementation StandardsFunctional SpecificationsCustomer Operational Readiness

Soft Skills

Negotiation SkillsAnalytical SkillsProblem-Solving SkillsCommunication SkillsFacilitation Skills

Tools & Technologies

VisioLucidchartGoogle WorkspaceLoan Origination Systems (LOS)Point-of-Sale (POS) Platforms

Industry Keywords

Financial InstitutionsFintechDigital BankingSaaSCredit Products

About the role

Key responsibilities & impact

Define strategic solution direction for lending engagements by assessing customer business models, operational priorities, regulatory considerations, and Alkami platform capabilities
Advise customer stakeholders on lending strategy and platform adoption
Map, analyze, and optimize current-state lending processes to design streamlined, compliant, and scalable credit origination workflows
Lead customer discovery sessions and finalize business and technical requirements for software implementation
Establish consulting approaches, principles, and decision frameworks for lending implementations
Shape Alkami’s loan origination product strategy and influence LOS roadmap priorities
Serve as the core Subject Matter Expert on credit origination workflows and software capabilities
Partner with software engineers to structure, validate, and execute tailored product demonstrations
Create and maintain business requirements documents, workflow diagrams, functional specifications, and user guides
Resolve high-impact implementation and operational challenges across processes, configurations, integrations, and organizational readiness
Guide cross-functional leaders on LOS and POS implications, tradeoffs, dependencies, risks, and customer impacts
Develop reusable operating models, advisory frameworks, and implementation standards
Serve as senior escalation advisor for customer concerns
Evaluate customer LOS and POS operations, lending practices, and platform usage, delivering actionable recommendations
Set standards for hosted user acceptance testing and operational readiness
Prepare executive-level updates, steering committee reports, and quantitative progress reports
Represent Alkami’s lending expertise in strategic customer discussions
Develop lending thought leadership and implementation guidance
Assess scalability, customer experience, operational sustainability, and product-direction alignment of proposed lending solutions
Build trusted relationships with executive stakeholders and cross-functional teams

Requirements

What you’ll need

15+ years of experience in business consulting, process engineering, or lending origination strategy within financial institutions or financial technology
Experience spanning credit origination, consumer and commercial lending, credit risk management, and enterprise financial technology implementations
Executive advisory and organization-wide influence on complex customer and product decisions
Bachelor’s degree in Business, Finance, Information Systems, Banking, or a related field; equivalent relevant experience may be considered
Deep expertise in lending operations and credit origination across consumer and commercial lending, including credit risk management practices
Comprehensive knowledge of financial institution credit products and workflows
Proven track record in business consulting or process engineering within financial institutions
Experience setting direction for complex enterprise implementations and customer operational transformation
Ability to translate complex lending workflows into clear functional specifications and technical software requirements
Experience creating, structuring, and maintaining technical and process documentation for software implementations
Experience collaborating directly with software engineers, quality assurance, and solution architects
Ability to connect customer business strategy, banking operations, platform capabilities, and product priorities
Exceptional executive advisory, facilitation, negotiation, presentation, and communication skills
Expertise in evaluating operational, implementation, integration, and customer readiness risks
Ability to influence senior cross-functional stakeholders and establish scalable consulting practices
Strong judgment and analytical, problem-solving, and critical thinking skills
Proficiency in business process mapping tools (e.g., Visio, Lucidchart) and Google Workspace
Ability and willingness to travel as required by customer engagements (up to 25–50%)
Work authorization: Candidates must be eligible to work in the US for full-time employment
Preferred: Experience shaping lending strategy or product direction within fintech, SaaS, digital banking, or financial services
Preferred: Recognized industry thought leadership in lending, credit origination, or financial institution operations
Preferred: Experience advising C-suite or executive banking stakeholders on enterprise transformation
Preferred: Prior experience with enterprise loan origination systems (LOS), point-of-sale (POS) lending platforms, or digital banking platforms
Preferred: Experience developing enterprise consulting methodologies, implementation standards, or operating frameworks
Preferred: Experience mentoring senior consultants or serving as a principal advisor across multiple strategic engagements

Benefits

Comp & perks

Remote-first environment
Unlimited paid time off
401(k) with employer match
Diverse and inclusive environment
FUN culture