SME Lead - Borrowing Base and Collateral Management

SME Lead - Borrowing Base and Collateral Management United States Position Summary The SME Lead – Borrowing Base Collateral Management serves as AIO Logic's senior asset-based lending subject matter expert during client implementations, onboarding, configuration, training, and post-launch adoption. This role operates at the intersection of client delivery, lending domain expertise, and platform enablement, helping translate real-world ABL lending practices into scalable system configurations, workflows, and successful implementation outcomes. This individual acts as a trusted advisor to clients and a strategic partner to Product, Technology, and Client Success teams, ensuring client requirements are interpreted accurately, implementation decisions reflect sound ABL operating practices, and clients are equipped to adopt AIO Logic's platform effectively across onboarding, servicing, workflow optimization, and continuous improvement. Why This Role Exists AIO Logic delivers automation and AI-powered workflow solutions to financial institutions across the full loan lifecycle, including asset-based lending. This role exists to make sure the platform's collateral monitoring, borrowing base administration, and exceptions management workflows reflect sound ABL operating practice, so clients can trust the system across onboarding, servicing, and ongoing portfolio management. Key Responsibilities Serve as the lead asset-based lending subject matter expert during client onboarding, implementation, and early-stage adoption to support successful delivery outcomes. Translate client requirements, operating processes, credit structures, reporting needs, and servicing workflows into system configurations, business rules, and implementation guidance. Act as a connective partner between client stakeholders and AIO Logic's Product, Technology, and Client Success teams to ensure business needs are accurately reflected in platform behavior and workflow design. Lead client discovery and working sessions to validate requirements, clarify current-state and future-state processes, and guide configuration decisions rooted in sound ABL operational practices. Support implementation teams in mapping lender workflows related to collateral monitoring, borrowing base administration, exceptions management, loan servicing, and operational controls. Lead client training and support ongoing adoption of platform functionality, workflow tools, automation capabilities, and operating best practices. Partner with Product and Technology teams to validate configurations, review business logic, troubleshoot issues, and improve implementation quality and client experience. Identify process improvement and system optimization opportunities for clients, including standardization, control enhancements, and increased automation. Monitor client usage, satisfaction, and post-implementation effectiveness to identify adoption gaps, training needs, workflow misalignment, or enhancement opportunities. Serve as a trusted advisor to clients by bringing credibility, judgment, and practical recommendations related to ABL operations, process design, and continuous improvement. Document business requirements, configuration decisions, process assumptions, and implementation insights clearly for internal and external stakeholders. Contribute reusable implementation guidance, best practices, and feedback on recurring client needs to help improve AIO Logic's delivery methodology and product roadmap. Qualifications Required 7+ years of experience in asset-based lending, commercial lending operations, collateral monitoring, portfolio management, loan servicing, underwriting support, or implementation-related roles within financial services or fintech. Strong working knowledge of asset-based lending structures, borrower reporting, borrowing base calculations, collateral controls, servicing workflows, and related operational risk considerations. Demonstrated ability to translate business processes and operational requirements into system configurations, workflows, business rules, or implementation decisions. Experience participating in or leading client implementations, onboarding initiatives, process mapping, or system adoption efforts. Proven ability to communicate effectively with both business stakeholders and technical teams, translating complex operational concepts into clear actions and decisions. Strong facilitation, documentation, and problem-solving skills, with the ability to drive clarity, surface risks, and manage multiple priorities in a client-facing environment. Sound judgment and credibility when advising clients on workflow design, operational controls, system optimization, and adoption strategy. Preferred Experience with commercial lending technology, loan management systems, servicing platforms, workflow tools, or fintech SaaS products. Experience supporting implementations involving collateral monitoring, borrowing base automation, exceptions handling, or configurable servicing workflows. Familiarity with automation-first operating models, workflow design, rules-based configuration, or process standardization initiatives. Experience collaborating closely with Product and Engineering teams in a software or platform environment. Bachelor's degree in Finance, Accounting, Business, Economics, Operations, or a related field; equivalent experience may be considered. What We Offer Health Benefits (Medical, Dental, and Vision) Unlimited PTO The opportunity to directly shape a product used by financial institutions in your area of expertise A high-trust, individual-contributor SME role with real influence over the roadmap Collaborative team environment with high performers Equal Employment Opportunity & Compliance AIO Logic, Inc. is an equal opportunity employer. We are committed to building an inclusive workplace and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, genetic information, or any other characteristic protected by applicable federal, state, or local law. AIO Logic provides reasonable accommodations to qualified individuals with disabilities and to individuals with sincerely held religious beliefs, in accordance with applicable law. This position is open to candidates authorized to work in the United States. AIO Logic does not currently offer visa sponsorship. Compensation Disclosure The salary range for this role is $125,000 – $170,000 USD, commensurate with experience, skills, and location. Salary ranges are provided in accordance with applicable state and local pay transparency laws. Voluntary Self-Identification For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file. As set forth in AIO Logic’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law. If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows: A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability. A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service. An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense. An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985. We use Greenhouse’s AI-powered Talent Matching tool to compare your application against our job requirements. #J-18808-Ljbffr AIO Logic Inc.