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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in implementing DNA core processing solutions and supporting client-facing activities, including training and workflow analysis. Proficient in configuring financial systems, managing data integrity, and facilitating successful conversions in the banking and financial services sector.
Highest-signal resume keywords
DNA Core Processing ImplementationClient-Facing SupportLending Operations ExpertiseSQL Data ReviewBusiness Process Analysis
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Core Banking Technology SolutionsFinancial Workflow DesignGeneral Ledger MappingSystem ConfigurationImplementation DocumentationData Integrity ManagementCustom Code TestingWorkflow AssessmentConversion Project SupportClient Training
Soft Skills
Problem SolvingCommunicationCollaborationClient Relationship ManagementAnalytical Thinking
Tools & Technologies
Microsoft OfficeDNA ToolsCore Implementation PlatformsAccount Processing Systems
Industry Keywords
BankingCredit UnionFinancial ServicesLendingConsumer LendingCommercial LendingMortgage ServicingInvestor LendingBack-Office ProcessingProfessional Services
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Support lending implementations for DNA core processing and related professional services engagements
- Work with clients, internal implementation teams, and product stakeholders to configure solutions and guide readiness activities
- Support successful conversions and help clients adopt DNA workflows, maintain data integrity, and independently manage their environment
- Configure and implement DNA core processing functionality for lending and related client workflows
- Evaluate client readiness for conversion activities and document implementation decisions, requirements, and action items
- Support client training, workflow assessments, and system setup
- Map financial transactions to the general ledger using DNA tools
- Configure institution parameters and system settings
- Test new DNA product functionality and validate custom configurations
- Support client testing for applicable custom code
- Diagnose implementation issues, recommend corrective actions, and resolve assigned service cases
- Escalate complex issues as needed
- Provide pre-conversion remote and on-site support, including support for applicable third-party interfaces
- Travel frequently to off-site or other office locations
Requirements
What you’ll need- 6+ years of experience implementing core banking, lending, or financial services technology solutions in a banking, credit union, or professional services environment
- 6+ years of experience working with DNA core processing, other core implementation platforms, or comparable account processing systems
- 6+ years of experience supporting client-facing implementation, training, workflow analysis, or conversion activities with internal and external stakeholders
- Experience using Microsoft Office tools to document requirements, track implementation activities, and communicate project status
- Experience analyzing business processes, identifying system configuration needs, and recommending measurable solutions to operational issues
- Experience with lending operations, including consumer lending, commercial lending, mortgage servicing, investor or participation lending, or back-office processing
- Associate's degree or higher in business, finance, information systems, or a related field, or equivalent combination of education, related experience and/or military experience
- Valid and unrestricted U.S. work authorization required
- Frequent travel availability; 25%+ travel required and approximately 60% travel off-site or to other office locations expected
- Experience with SQL for data review, validation, or troubleshooting is desirable
- Experience supporting bank or credit union conversion projects is desirable
- Experience assisting clients with business specifications for custom processes is desirable
- Experience with DNA general ledger mapping and financial workflow design is desirable
Benefits
Comp & perks- Fuel Your Life program to support physical, financial, social, and emotional well-being
- Paid holidays and generous time away policies
- No-cost mental health support through Employee Assistance Programs
- Living Proof program with points redeemable for rewards
- Eight Employee Resource Groups
- Training, development, and internal mobility opportunities
- Medical, dental, vision, life, and disability insurance options available from day one
- 401(k) match
- Discounted shares through the Employee Stock Purchase Plan
- Tuition assistance and reimbursement program
- Paid parental leave
- Paid military leave