Professional Services Consultant (Functional) - Intermediate

The Professional Services Consultant serves as the critical link between the company's cutting-edge technology and its valued customers (banks, credit unions, mortgage companies, etc.). This role is perfect for a highly organized, detail-oriented professional with a strong foundation in credit analysis and a practical understanding of technology and project management methodologies. This individual manages customer engagements, primarily focusing on delivering credit data products.

What you’ll do 

• Serve as the primary consultant for customers engaging in credit prescreens and account reviews for primarily our strategic market customers. 

• Translate customer business objectives and technical requirements into clear, executable project plans.

• Manage the end-to-end delivery cycle for professional service engagements, ensuring projects are delivered on time and meet quality standards.

• Provide subject matter expertise on credit risk assessment and data interpretation to both internal teams and external customers.

• Credit Expertise & Analysis

• Deeply analyze and interpret all components of a credit file, including trade lines, payment history, public records, collections, and inquiries.

• Articulate and explain applicable credit scores and pre-coded attributes that aid customers in defining and executing their lending strategy.

• Following job execution, facilitate post-delivery interpretation meetings to explain the resulting data elements and findings, ensuring customers fully understand the output for their strategic execution.

• Operational & Technical Excellence

• Maintain exceptional organization skills and rigorous attention to detail to manage multiple, concurrent customer engagements and data integrity checks.

• Work collaboratively with the Sales, Product, and Development teams to scope projects and support product enhancement initiatives.

• Utilize Jira for tracking, logging, and managing project tasks, customer requests, and issue resolution.

• Operate within an Agile environment, demonstrating flexibility and responsiveness to changing priorities and evolving customer needs.

• Provide guidance and support to other team members to foster their development and growth.

What experience you need 

• University Bachelor's degree (required).

• 3+ years of experience in a financial institution or related field with direct exposure to credit underwriting, risk analysis, or lending operations.

• Knowledge of the factors influencing credit risk and lending decisions.

• 3+ years of work experience with a proven track record of successful client-facing consulting and project delivery.

• Flexibility to work overtime and be on-call as required, particularly during critical periods such as project deadlines and month-end/quarterly closings.

• English proficiency: B2.

Technical & Project Skills:

• Demonstrated understanding of Agile or project management principles.

• Proficiency in using Jira or a similar project management/ticketing system.

• Excellent proficiency in data manipulation and presentation tools (e.g., advanced Excel/Google Sheets, visualization software).

• Strong technical aptitude and comfort working with data analysis tools, APIs, and SaaS platforms.

Additional Requirements for Internal Candidates:

• Must have a minimum of one year of tenure in their current position.

• No active disciplinary actions within the last three months prior to and during the recruitment process.

• Must not be on a Performance Improvement Plan (PIP)

• University Bachelor´s degree. (required)

What could set you apart 

• Exceptional professional communication, presentation, and interpersonal skills; ability to simplify complex data findings and risk assessments for both technical and executive audiences.

• High degree of organization and time management skills.

• Unwavering attention to detail and commitment to accuracy in data handling and client communication.