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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in driving intelligent lending capabilities and managing the product management lifecycle, with a strong focus on Agile methodologies and cross-functional team leadership. Proficient in transforming lending processes through automation and AI-enabled solutions while ensuring alignment with business and technology strategies.
Highest-signal resume keywords
Agile MethodologiesProduct Management LifecycleCross-Functional Team LeadershipDigital Business InitiativesAI-Enabled Solutions
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Product Roadmap ExecutionUser Story DevelopmentData AnalysisWorkflow DesignLoan OriginationUnderwritingCredit OperationsRisk RatingPortfolio ManagementAutomation Solutions
Soft Skills
Analytical SkillsCommunication SkillsNegotiation SkillsFacilitation SkillsProblem-Solving Skills
Tools & Technologies
Agile ToolsAI SolutionsWorkflow OrchestrationDecision-Support SolutionsIntelligent Document Processing
Certifications & Qualifications
CSPOSAFe POPMSAFe Agilist
Industry Keywords
Commercial BankingCRE LendingFinancial ServicesDigital TransformationBusiness Transformation
About the role
Key responsibilities & impact- Drive the strategy, roadmap, and delivery of intelligent lending capabilities across the commercial lending lifecycle
- Transform lending from deal origination through underwriting, credit approval, documentation, booking, servicing, monitoring, and portfolio management
- Partner with lending, credit, operations, risk, and technology teams to identify automation opportunities
- Streamline workflows, reduce manual touchpoints, and improve the speed and quality of lending decisions through AI-enabled solutions
- Lead delivery team priorities in PI planning, sprint planning, and Agile ceremonies
- Align with product managers to articulate product strategy to the delivery team
- Work with delivery, experience design, business, and operations partners to design new products and improve existing capabilities
- Author and maintain the team backlog of user stories
- Serve as subject matter expert on features, user stories, and product capabilities
- Triage critical issues and communicate with concerned parties
- Support development teams with clarifications and coordinate business validation
- Update leadership on epic and feature delivery schedules, dependencies, and recommended solutions
- Partner with solution architects and technical leads to align solutions with program priorities, client experience, and technical integrity
- Facilitate sprint planning and demos, provide final acceptance for completed user stories, and verify acceptance criteria and definition of done
- Coordinate release-specific business documentation, including support models, go/no-go approvals, internal release notes, and living documents
- Ensure Product Management Lifecycle processes and procedures are followed, including security, risk, and audit requirements
Requirements
What you’ll need- Bachelor's degree in business, engineering, design, technology, or related field; or equivalent combination of education and professional experience
- Five or more years of banking, financial services, digital, or other relevant work experience
- Three or more years of product, analysis, technology, and/or design experience
- Three or more years of leading cross-functional teams
- Experience defining and delivering digital business initiatives to execute on a product roadmap
- Demonstrated technical acumen and ability to align product and technology roadmaps
- Ability to translate strategic plans into tactical daily actions
- Ability to lead cross-functional teams without formal authority
- Ability to manage concurrent projects in a fast-paced, results-driven environment
- Comfort with ambiguity, autonomous work, and independent decision-making
- Strong analytical skills and ability to interpret data and trends, diagnose problems, and recommend action plans
- Excellent presentation, facilitation, communication, and negotiation skills
- English language fluency required
- Preferred: Agile certifications such as CSPO, SAFe POPM, or SAFe Agilist
- Preferred: Experience with commercial banking, CRE lending, and credit operations
- Preferred: Expertise in loan origination, underwriting, spreading, risk rating, covenant monitoring, and portfolio management
- Preferred: Functional requirements and workflow design capabilities
- Preferred: Consulting or business transformation experience and hands-on experience with AI, GenAI, intelligent document processing, automated spreading, credit memo generation, workflow orchestration, and decision-support solutions
- Preferred: Experience as a Product Owner for Agile teams
- Preferred: Experience with distributed onshore/offshore teams
- Ability to work all scheduled hours, including overtime as directed
- Minimal travel, up to 10%
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401(k) plan
- At least 10 days of vacation during the first year, prorated based on hire date and full-time or part-time status
- 10 sick days, prorated
- Paid holidays
- Defined benefit pension plan, depending on position and division
- Restricted stock units, depending on position and division
- Deferred compensation plan, depending on position and division
