Wholesale lending and LoanIQ Product Owner

2 months ago

New York, United States Syntricate Technologies Full time

Target Pay: $75/hr on W2 + $5 referral
Location: NYC 388 or LIC, NY (100% Remote - should work in EST time zone)
Duration: till 12/31/2024

Wholesale lending and LoanIQ Product Owner

Job Description:

  • The Finance Product Data Owner is a mid-to-senior level professional role accountable for a set of financial product aligned data within the Finance Data organizational structure and is responsible for ensuring that the data is compliant to Regulations, Laws, and Client Policies, Standards & Procedures to reduce and manage Client's data risk.
  • They will support in driving forward data quality remediation efforts for their assigned financial products, including engaging with data consumers, providers, and technology to deliver solutions, and they will support with rationalization of data elements that are critical for consumers of their assigned product's data.
  • This role requires collaboration across teams of internal data governance stakeholders (including Senior Data Mangers, Data Risk & Control, Data Quality/Analytics & Reporting, Master & Reference Data Strategist, Data Tech, etc.) and business/function stakeholders who are tasked with implementing adequate data governance, promote "data as an asset", and drive culture change to make the organization increasingly data informed.
  • Responsibilities:
  • Engage with senior stakeholders across lines of business and functions to ensure development & execution of suitable solutions for identified data quality issues.
  • Assist in identifying end-to-end data flow, including all upstream areas that create and/or consume product data to support with data quality remediation efforts.
  • Understands the Finance function and regulatory reporting to effectively engage data consumers on the end-to end data flows and the critical data elements that flow across systems.
  • Support with gathering, coordinating, documenting, and translating data requirements between consumers and providers aligned with data standards and data process risk
  • Assist in remediating Data Concerns, including dispositioning and monitoring fixes (Data defects, Data issues).
  • Review, remediate, report, and monitor Data Quality issues through Client's corresponding Data/Issue management process.
  • Create effective presentations suitable for all audience types, including the Client-group Board, Executive Management Team, and partners.
  • Analyze large sets of data effectively in Excel to provide updates on product data population of Data Concerns, critical data elements, and other metrics, as needed
  • Support Product Data Lead with execution of other key deliverables including Consent Order and regulatory commitments
  • Lead meetings and working sessions to solve issues / challenges / risks by factoring input from partners and diverse points of view.
  • Escalate potential barriers to timely execution before they impact the delivery, communicate potential risks and plans to mitigate issues and concerns.
  • Prepare and present status updates, issues / challenges / risks and solutions to stakeholders and partners in business and technology data teams in a succinct manner to drive decision-making and actions.
  • Monitor metrics and key performance indicators associated with Data Quality and Controls;
  • Facilitate execution on remediation of Data Concerns, including dispositioning and monitoring fixes (Data defects, Data issues).
  • Ensure sound program / project management for Data portfolio (in partnership with Program Management Office), including ensuring clear deliverables and timelines are defined accurately, there is timely identification of risk/risk management established, internal sponsors / clients / beneficiaries are accurately assessed and engaged, and a process that ensures accurate milestone reporting and changes is instituted.
  • Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Client-group, its clients and assets, by driving compliance with applicable rules, laws, and regulations, adhering to Policy, applying sound ethical judgement regarding personal behavior, conduct and business practices and escalating managing and reporting control issues with transparency.
Qualifications:
  • 10 plus years of combined experience in banking and financial services industry with experience in one of the following areas: Controllers, Treasury, Front Office product owner functions, Finance Data organization
  • Strong knowledge of relevant financial product (e.g., derivatives, equities, debt products, deposit products, cards, lending products, repos/reverse repos)
  • Data Owners understands all aspects of Data Management, including Data Lineage, Metadata, Data Quality, Data Remediation, and Issue Management
  • Experience includes supporting large data and data quality initiatives (ideally regulatory efforts), aligning business processes with data, implementing technology solutions, developing, or supporting standards / policies and data-related issue management and remediation efforts.
  • Experience with data management processes and tools and applications, including process mapping and lineage toolsets.
  • Demonstrated relationship management and advisory skills with sponsors, key stakeholders, partners and team members in both Business and Technology forums.
  • Excellent problem-solving and critical thinking skills to recognize and comprehend complex data flow and designs.
  • Strong data analysis skillsets (e.g., managing large populations in Excel, running analyses/comparisons across multiple populations).
  • Self-motivated and able to dynamically determine priorities.
  • Strong understanding of data governance issues, policies, regulatory requirements, and industry information affecting the business environment.
  • Actively managed various aspects of data initiatives including analysis, planning, execution and day-to-day production management.
  • Led efforts to solve data flow / data design issues / challenges / risks with input for solutions from cross-functional team members and diverse viewpoints.
  • Coached or mentored direct team members and/or indirect team members.
  • Good presentation skills, business and technical writing, and verbal communication skills to support decision-making and actions.
  • Regularly provided timely action-focused status updates to management and stakeholders
Education:
  • Bachelor's Degree
  • Tools/Technical Experience:
Required:
  • JIRA
  • Excel (pivots, formulaic analysis, vlookup, etc.)
  • MS Office
  • Zoom
Recommended:
  • Collibra
Smartsheet

  • LoanIQ Implementation Specialist

    3 weeks ago

    New York, New York, United States Technogen, Inc. Full time

    Job Title: LoanIQ Implementation SpecialistLocation: Midtown, NY/NJ (Hybrid)Duration: 12 months Job Description:We are seeking an experienced LoanIQ Implementation Specialist to join our team at Technogen, Inc. and lead the implementation of our LoanIQ solution for commercial lending clients.This role requires a highly skilled individual with extensive...

  • Commercial Lending Expertise Specialist

    4 weeks ago

    New York, New York, United States TechnoGen Full time

    Job Overview:We are seeking a highly experienced Senior Loan IQ Experts (Commercial Lending) to join our team at TechnoGen.This role involves providing expertise in loan IQ systems, ensuring seamless system integrations and efficient data migrations. If you have a strong background in commercial lending and experience with Loan IQ implementations, we'd love...

  • Finance Data Governance Lead

    5 days ago

    New York, New York, United States Syntricate Technologies Full time

    We are looking for a highly skilled Wholesale Lending and LoanIQ Product Owner to join our team. As a key member of our Finance team, you will be responsible for ensuring that the data is compliant to Regulations, Laws, and Client Policies, Standards & Procedures to reduce and manage Client's data risk.QualificationsStrong knowledge of relevant financial...

  • Wholesale Lending Expert

    3 weeks ago

    New York, New York, United States Wayflyer Full time

    About Our CompanyWayflyer is a fast-growing, venture-backed startup that serves a critical need for eCommerce entrepreneurs. Our mission is to give the world access to the best products by empowering great brands to reach their growth potential.Job DetailsWe're seeking an experienced Retail Credit Specialist to join our finance team and drive the success of...

  • Senior LoanIQ Product Manager

    3 weeks ago

    New York, New York, United States Syntricate Technologies Full time

    Join Our Team: Senior LoanIQ Product Manager">We are seeking an experienced Senior LoanIQ Product Manager to lead our efforts in delivering high-quality financial products. With a strong focus on data governance and compliance, this role is ideal for someone with a passion for driving business growth through effective product management.Job Summary:Lead...

  • Enterprise Data Management Lead with LoanIQ Platform Experience

    1 month ago

    New York, New York, United States Group Nine LLC Full time

    Group Nine LLC is looking for an experienced Enterprise Data Management Lead to join our team as a Senior Business Analyst with LoanIQ platform experience. This role involves working on the replacement of our current lending system to the LoanIQ platform, ensuring that the project meets data best practices and complies with Enterprise Data Management...

  • Wholesale Lending Risk Specialist

    3 weeks ago

    New York, New York, United States Wayflyer Full time

    High-Growth Wholesale/Retail Underwriting OpportunityJoin our fast-growing, venture-backed startup that serves a critical need for eCommerce entrepreneurs. As a Senior Wholesale/Retail Underwriting professional, you will drive the evolution of Wayflyer's Wholesale/Retail underwriting, making efficiencies in our processes and improvements to our credit...

  • Senior Business Analyst with LoanIQ

    2 months ago

    New York, United States Group Nine LLC Full time

    Title : Senior Business Analyst Location: Iselin NJ / NYC Duration: Long termIn person interview is MUST Role Summary: Act as a senior Business Analyst with previous experience working in Financial Services to work on the replacement of the current lending system to LoanIQ platform, specifically in ensuring that the project meets data best practices and...

  • Wholesale Lending Regulatory Compliance Expert

    3 weeks ago

    New York, New York, United States TheStaffed Full time

    About the RoleTheStaffed is currently seeking a Wholesale Lending Regulatory Compliance Expert to join our team. As a key member of our commercial banking unit, you will be responsible for supporting the establishment and remediation of wholesale loans across two distinct project phases: Baseline Establishment (Phase 1) and Collateral Remediation (Phase...

  • Senior Data Manager

    3 weeks ago

    New York, New York, United States Syntricate Technologies Full time

    Syntricate TechnologiesJoin us at Syntricate Technologies as a Senior Data Manager - LoanIQ! As a key member of our Finance Data organization, you will be responsible for ensuring the accuracy and quality of financial product-aligned data within our organizational structure.This role requires collaboration across teams of internal data governance...

  • Program Management Director for Wholesale Lending

    3 weeks ago

    New York, New York, United States Citigroup Inc Full time

    Job OverviewCitigroup Inc. is seeking a highly skilled Program Management Director to lead the implementation of our Loan IQ platform in wholesale lending. This is a critical role that requires expertise in project management, business analysis, and risk management.The ideal candidate will have a strong background in financial services, with experience in...

  • Transformation Project Lead Wholesale Lending

    3 weeks ago

    New York, New York, United States Citigroup Inc Full time

    Job OverviewThe Loan IQ Program Manager will play a critical role in the success of our wholesale lending transformation program. This individual will be responsible for managing the end-to-end loan processing lifecycle, from application to funding, ensuring timely and accurate delivery of high-quality loans to customers.The successful candidate will have a...

  • Senior Data Product Owner

    1 week ago

    New York, United States Syntricate Technologies Full time

    Senior Data Product Owner (Finance Product Retail Lending) New York (3 days onsite - Hybrid) Contract The Finance Product Retail Lending Data Owner is a mid-to-senior level professional role accountable for a retail lending (e.g., mortgages), payments, and cards data within the Finance Data organizational structure and is responsible for ensuring that...

  • Loan IQ Implementation Manager

    1 month ago

    New York, New York, United States TechnoGen Full time

    Key Responsibilities:Sr. Loan IQ Expert (Commercial Lending):Lead and deliver Loan IQ implementations, migrations and upgrades projects Collaborate with cross-functional teams to develop and implement system integration and data migration strategies Develop and maintain technical documentation for Loan IQ system configurations and integrations...

  • Loan IQ Implementation Specialist

    3 days ago

    New York, New York, United States TechnoGen Full time

    Job Title: Loan IQ Implementation SpecialistTech Gen is seeking a skilled Loan IQ Implementation Specialist to lead the implementation of our Loan IQ system. The ideal candidate will have extensive experience in implementing loan management systems.Technical Expertise (Loan IQ)Implementation and MigrationSystem IntegrationData MappingProcess...

  • Wholesale Lending and LoanIQ Product Lead

    3 weeks ago

    New York, New York, United States Syntricate Technologies Full time

    Key ResponsibilitiesLead efforts to solve complex data flow/data design issues/challenges/risks with input from cross-functional team members and diverse viewpoints.Ensure sound program/project management for data portfolio (in partnership with Program Management Office), including ensuring clear deliverables and timelines are defined accurately.Demonstrate...

  • Sales Director for Wholesale Lending Opportunities

    3 weeks ago

    New York, New York, United States BBVA Full time

    Company OverviewWe are a global financial services group with a presence in over 15 countries, employing more than 121,000 professionals who work together in multidisciplinary teams with diverse profiles.As a leading bank in the industry, we prioritize innovation and customer satisfaction. Our team members embody these values by working collaboratively to...

  • Head of Citi Global Lending

    3 days ago

    New York, New York, United States Citi Full time

    Lending Operations Leader:The successful candidate will lead our lending operations team, responsible for delivering high-quality lending products and services to clients. This role requires a deep understanding of wholesale credit risk lending, as well as excellent leadership and communication skills. You will work closely with risk management teams to...

  • Product Owner

    2 months ago

    New York, United States SysMind Tech Full time

    Position: Product Owner Location: New York (Onsite) Duration: Full Time Technical/Functional Skills Understand high-level technical aspects/concepts and understand overview of Java Full technology stack. Functional knowledge of Credit Card domain. Previous experience in an Agile or Scaled Agile Product Development environment and on global products highly...

  • Product Lead

    4 days ago

    New York, New York, United States American Express Full time

    About Us:American Express is an equal opportunity employer committed to diversity and inclusion. We back our colleagues with the support they need to thrive, professionally and personally. As a Senior Manager at American Express, you will play a meaningful role in driving engagement within the Small Business Services (SBS) portfolio through the execution of...