Commercial Credit/nCino Consultant

About the role

The Commercial Credit Consultant supports Commercial Credit Transformation programs, including strategy development, operating model changes, and technology implementations. They design next-generation experiences and platforms for commercial lending clients, manage project delivery, and develop next-generation Wholesale credit technology offerings. The role involves becoming a trusted advisor for C-suite clients looking to solve critical business problems.

Responsibilities

• Support Commercial Credit Transformation programs – including strategy development, operating model changes, and technology implementations
• Design next generation experiences and platforms for commercial lending clients
• Manage project delivery and development of client deliverables/solutions
• Sources and coordinates work from other internal workforces
• Become a trusted advisor for C-suite clients looking to solve critical business problems
• Travel, as required, up to 80% in the United States and Canada

Requirements

• Minimum of 3+ years relevant professional services firm experience in technology or management consulting with broad experience in engagement management and business development
• Minimum of 2+ years of equivalent of commercial credit industry experience (sales, underwriting, closing, servicing, portfolio management)
• Demonstratable experience being part of an nCino or Salesforce project delivery project or consulting engagement for commercial lending
• A Bachelor's degree

Bonus points

• Hands-on experience with additional commercial lending industry platforms, e.g., Moody’s, Blooma, Built
• nCino or Salesforce certification(s)
• French language skills
• An advanced degree or financial industry certification
• Built next generation analytic capabilities (e.g., predictive, generative, or agentic AI) for commercial lending

Professional Skills

• Proven ability to operate within a collaborative environment
• Demonstrated commitment, teamwork, and collaboration in a professional setting; either military or civilian
• High energy level, focus and ability to work well in demanding client environments
• Excellent communication (written and oral) and interpersonal skills
• Strong leadership, problem solving, and decision-making abilities
• Unquestionable professional integrity, credibility, and character