Product Owner (CIB)

Job Description

Position: Product Owner\n
Location: Charlotte, NC 28202 (Hybrid)\n
Duration: 12 months, with possible extension.\n
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Job Description/Position Summary \n

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• Client CIB is looking for an experienced Business Execution Consultant to support Deal Hub.
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• Deal Hub is the central platform where deal teams work together, track deal status, manage tasks and communicate across commercial lending workflows.
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• The consultant will work with product management, technology delivery and business stakeholders to help scale Deal Hub.
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• That work includes onboarding new lines of business, supporting releases and moving forward on workflow automation and AI enabled task initiatives.
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• This role sits where business operations and technology delivery meet.
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• The ideal candidate can turn business needs into clear, delivery ready requirements and can coordinate across teams in a regulated financial services environment.
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Key Responsibilities
Product and Requirements Support \n

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• 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
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• Maintain and refine the product backlog in Jira, with clear scope, dependencies, risks and open questions for each item
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• Write process maps for current and future state, and lead gap analyses across lending workflows
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• Line of Business Onboarding and Change Management:
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• Support onboarding new lines of business and business groups to Deal Hub, including discovery sessions, workflow and task configuration, and readiness activities
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• Coordinate user acceptance testing (UAT), training materials, user guides and adoption efforts
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• Collect user feedback and turn it into recommended improvements
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Release and Delivery Coordination \n

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• Track release scope, timing, and dependencies with technology delivery teams
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• Prepare release summaries, status updates, and executive ready materials for senior leadership
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• Lead working sessions and follow up on action items, decisions, and risks
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Automation and Innovation: \n

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• Help find and assess tasks that could be automated or completed by AI, looking at business value, feasibility, data needs, and controls
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• Support workshops and working sessions that align business and technology on the automation roadmap
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Governance, Controls and Data: \n

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• Help ensure product changes meet client governance, compliance, access, records management and audit requirements
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• Support data quality checks and issue triage across connected systems (for example nCino, Loan IQ, Dynamics 365, SharePoint, and Teams)
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• Help with production support triage and escalate issues to the right teams
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Required Qualifications: \n

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

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

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• New lines of business are onboarded to Deal Hub on schedule, with clear requirements and good readiness
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• Backlog items are well defined and ready for delivery teams
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• Stakeholders get timely, clear and actionable updates
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• Automation opportunities are identified, assessed, and documented in a consistent way.
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Role Overview: \n

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• The upcoming requisition is expected to support a Product Owner function focused on Microsoft Dynamics and related Microsoft technologies.
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• The ideal candidate will be a strong, highly capable Product Owner who can operate independently, understand business needs, and manage technology products across the Microsoft ecosystem.
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The team works with: \n

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• Microsoft Dynamics
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• Custom Canvas Apps
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Power Automate \n

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• Other Microsoft platform tools
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• Front office lifecycle and relationship-management platforms
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• CIB related business functions
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• Preferred Candidate Profile:
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• Wes’s strongest preference is for candidates with experience in:
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• Product ownership within Microsoft Dynamics or Microsoft Power Platform
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• Canvas App development or product ownership
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Power Automate \n

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• Front office lifecycle platforms
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• Relationship manager or client/relationship -management platforms
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• Banking or financial services environments
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CIB experience \n

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• Translating business needs into technology solutions
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• Managing stakeholders and product priorities
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• Demonstrated ownership, judgment, and strong communication skills
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• Experience with relationship manager-type platforms is especially desirable, although Wes is open to candidates with comparable experience if they are highly qualified.

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About - PTR Global: PTR Global is a leading provider of information technology and workforce solutions. PTR Global has become one of the largest providers in its industry, with over 5000 professionals providing services across the U.S. and Canada. For more information visit
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• Pay any fee to be considered for, submitted to, or selected for any opportunity.
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The specific compensation for this position will be determined by several factors, including the scope, complexity, and location of the role, as well as the cost of labor in the market; the skills, education, training, credentials, and experience of the candidate; and other conditions of employment. Our full-time consultants have access to benefits, including medical, dental, vision, and 401K contributions, as well as PTO, sick leave, and other benefits mandated by applicable state or localities where you reside or work.\n
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