Technical Professional Services - Advisor II

About the Role

As a Technical Professional Services - Advisor II, you will support lending implementations for DNA core processing and related professional services engagements. You will work with clients, internal implementation teams, and product stakeholders to configure solutions, guide readiness activities, and support successful conversions. This role helps clients adopt DNA workflows, maintain data integrity, and prepare to manage their environment independently.

Responsibilities

• 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 to align operational processes with DNA capabilities.
• Map financial transactions to the general ledger using DNA tools and support institution parameter and system setting configuration.
• Test new DNA product functionality, validate custom configurations, and support client testing for applicable custom code.
• Diagnose implementation issues, recommend corrective actions, and resolve assigned service cases while escalating complex issues as needed.
• Provide pre-conversion remote and on-site support to help maintain data integrity, including support for applicable third-party interfaces.

Requirements

• 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 in areas such as 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.
• Must currently possess valid and unrestricted U.S. work authorization; individuals with temporary visas (including F-1 OPT/CPT/STEM, H-1B, H-2, TN) or requiring sponsorship will not be considered.
• This role is not eligible to be performed in Colorado, California, District of Columbia, Hawaii, Illinois, Massachusetts, Maryland, Minnesota, New Jersey, New York, Nevada, Rhode Island, Vermont, Virginia, Maine, or Washington.

Preferred Qualifications

• Experience with Structured Query Language (SQL) for data review, validation, or troubleshooting.
• Experience supporting bank or credit union conversion projects.
• Experience assisting clients with business specifications for custom processes.
• Experience with DNA general ledger mapping and financial workflow design.

Schedule

This role is on-site Monday through Friday. Frequent travel is required (25%+), with approximately 60% travel off-site or to other office locations expected. The role requires use of a computer and audio equipment.