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Product Owner - Commercial Lending

Full-time

Motion Recruitment

Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a Product Owner in Uptown Charlotte, NC (Hybrid).

Work with the brightest minds at one of the largest financial institutions in the world. This is long-term contract opportunity that includes a competitive benefit package! Our client has been around for over 150 years and is continuously innovating in today's digital age. If you want to work for a company that is not only a household name, but also truly cares about satisfying customers' financial needs and helping people succeed financially, apply today.

Contract Duration: 12+ Months with extensions and possible full-time conversion

  • Work with business partners (bankers, portfolio managers, credit, operations and risk) to gather requirements and write them up as features, user stories and acceptance criteria
  • Maintain and refine the product backlog in Jira, with clear scope, dependencies, risks and open questions for each item
  • Write process maps for current and future state, and lead gap analyses across lending workflows
  • Support onboarding new lines of business and business groups to Deal Hub, including discovery sessions, workflow and task configuration, and readiness activities
  • Coordinate user acceptance testing (UAT), training materials, user guides and adoption efforts
  • Collect user feedback and turn it into recommended improvements
  • Track release scope, timing and dependencies with technology delivery teams
  • Prepare release summaries, status updates and executive-ready materials for senior leadership
  • Lead working sessions and follow up on action items, decisions and risks
  • Help find and assess tasks that could be automated or completed by AI, looking at business value, feasibility, data needs and controls
  • Support workshops and working sessions that align business and technology on the automation roadmap
  • Help ensure product changes meet governance, compliance, access, records management and audit requirements
  • Support data quality checks and issue triage across connected systems (for example nCino, Loan IQ, Dynamics 365, SharePoint and Teams)
  • Help with production support triage and escalate issues to the right teams

Required Skills & Experience

  • Experience in business analysis, business execution, product support or project/program management, preferably in financial services
  • Proven experience writing user stories, acceptance criteria and process documentation in an Agile environment
  • Hands-on experience with Jira and Confluence, or similar tools
  • Strong stakeholder management skills, including working with senior business leaders and technical teams
  • Excellent written and verbal communication, including the ability to make complex topics simple and clear for executives
  • Strong organization skills and the ability to manage several workstreams at once

Nice-to-Have:

  • Experience with commercial lending, commercial real estate (CRE) or loan origination processes
  • Familiarity with nCino, Loan IQ, Microsoft Dynamics 365 or the Microsoft 365 collaboration tools (Teams, SharePoint, Planner)
  • Exposure to workflow automation, the Power Platform or AI/agentic solutions
  • Experience in a regulated environment with strong control, audit and data governance expectations
  • Experience with change management and user adoption

Vacancy posted 4 days ago
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