Source description
About the role
Title: LoanIQ Architect / SME
Description:
Develop a clear, data-driven recommendation for the client's future loan platform strategy —centered on LoanIQ—and produce a concise, actionable implementation roadmap .
Role Overview
The LoanIQ Architect / SME will lead a structured assessment of current lending processes, technology, and integrations, and define the optimal target-state architecture. This role will outline the approach, deliverables, team structure, and timeline required to execute the recommended roadmap.
Key Responsibilities
Conduct a Rapid Diagnostic of current-state lending workflows, data flows, and LoanIQ usage.
Identify platform gaps, operational pain points, and future scaling requirements.
Recommend the target-state loan platform strategy (LoanIQ enhancements, modernization, integrations, or alternative models).
Define the project approach , key deliverables , required team composition , and high-level timeline for implementation.
Facilitate stakeholder workshops across Operations, Technology, Risk, and Finance.
Serve as primary SME on LoanIQ functionality, configuration options, and integration considerations.
Present findings and the roadmap to senior leadership clearly and concisely.
Qualifications
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Hands-on LoanIQ experience (functional or technical).
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Strong understanding of syndicated lending, servicing, and loan lifecycle processes.
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Experience developing target-state architecture or platform strategy within financial services.
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Excellent communication and consulting skills.
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