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 internal CRM 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. This support could involve shadowing sessions, collaboration on training tasks and any other tasks necessary to support team members.
What experience you need
- Bachelors degree in Industrial Engineering, Business Administration, or a related field
- 2+ years of experience in risk analysis, lending operations or credit underwriting
- 2+ years in high-touch, client-facing consulting and project execution, demonstrating the flexibility to work overtime and provide on-call support during critical customer deadlines and period-end 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).
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.
Primary Location:
CRI-Sabana
Function:
Function - Fulfillment / Operations
Schedule:
Full time
