Product Owner - Commercial Lending
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
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