Lender Development – Implementation Specialist

Role Overview

• Lead the End-to-End Implementation Process: Serve as the primary internal project manager for all new lender onboarding projects, from kick-off to post-launch hand-off.
• Manage Project Timelines and Deliverables: Develop and maintain comprehensive project plans, oversee implementation timelines, and manage key deliverables to ensure lender launches are executed on time and with high quality.
• Facilitate Cross-Functional Alignment: Coordinate and align internal stakeholders (including Sales, Product, Engineering, and Operations) to execute on implementation tasks, manage dependencies, and troubleshoot integration issues proactively.
• Configure and Prepare Lender Data: Accurately maintain and configure lender information within internal systems, including rates, programs, documentation, and operational parameters, ensuring data integrity for launch.
• Own Documentation and Knowledge Transfer: Develop and maintain internal and external documentation, including integration workflows, configuration guides, and troubleshooting steps, to ensure a smooth transition to ongoing operations.
• Identify and Mitigate Risks: Proactively identify potential risks, roadblocks, and issues during the implementation lifecycle and develop and execute effective mitigation strategies.
• Gather and Translate Feedback: Collect and document lender feedback during the onboarding process, translating recurring issues and opportunities into clear, actionable product or process improvement recommendations for internal teams.
• Support Pre-Launch Testing: Coordinate and participate in User Acceptance Testing (UAT) and system validation to ensure the successful and accurate integration of the lender's systems with our platform.

Requirements

• 2+ years of professional experience in a project management, implementation, client onboarding, or technical support role, preferably within the credit union, banking, FinTech, or financial services industry.
• Proven experience managing complex projects with external stakeholders, adhering to tight deadlines, and maintaining clear communication across cross-functional teams.
• Strong understanding of the technical aspects of system implementation, API integration, and data migration is highly desirable.
• Exceptional detail-orientation and organizational skills with a proven ability to manage multiple concurrent projects.
• Strong written and verbal communication skills, with the ability to articulate complex technical information to both technical and non-technical stakeholders.
• Familiarity with consumer auto loans or related financial products is a strong plus.
• Comfortable working in a fast-paced, collaborative environment with a bias for action.

Benefits

• Competitive compensation: $67k
• $84k
• Eligible for annual performance-based incentive
• Equity options
• 401k savings program
• Generous paid time off including: Flexible Time Off (FTO) for all employees and 100% paid parental leave for all parents.
• Robust wellness benefits including company-paid plans for health, dental, vision, mental health, disability and basic life insurance.
• Optional benefits to suit your individual circumstances such as HSAs, FSAs, supplemental life and medical insurance, and pet insurance.
• Up to $1,000 per year for eligible professional development expenses.