About the Opportunity
We are seeking experienced consultants to join our Commercial Banking and Commercial Lending teams; specifically, we are seeking individuals who are proficient with commercial lending environment, end-to-end processes from prospecting/origination through fulfilment and servicing. Knowledge of commercial lending systems and implementation experience is highly desirable. Successful candidates will demonstrate strong project management experience in developing commercial lending target operating models, re-engineering processes, data management, analytics & reporting, and vendor solutions.
• Manage and assist project teams in commercial lending engagements covering both strategy and implementation. Provide superior delivery on client engagements.
• Work with clients and stakeholders to develop commercial lending business and technical requirements across business processes, data, analytics, reporting, applications, and platforms.
• Develop collateral and intellectual property (e.g., message decks, whitepapers, proposals, etc.) to help the firm with business development as well as to train junior staff
• Manage client interaction and cultivate client for extensions and expansions of Capco’s footprint
Gain knowledge of vendor products and develop vendor relationships.
• Basic Requirements
o Bachelor’s degree is required. An advanced degree is desirable
o Ability to travel extensively (up to 100%) to client sites around the U.S. is required
o Strong experience (over 10 years) covering both consulting and industry roles is desirable
• Domain Knowledge and Experience Requirements:
o Knowledge of industry “best practices” and demonstrated thought leadership on significant financial services industry issues
o Strong understanding with many of the following subject areas and expertise in several:
Commercial loan lifecycle from loan origination through credit approval and loan servicing
Ability to describe a typical organizational and technology operating model of a commercial lender
Understanding of commercial credit products including: Term Loans, Revolvers, Asset Based Loans, Commercial Mortgage, etc.
Understanding of typical loan covenants for commercial credits
Understanding of loan syndications business including duties of Lead Agent bank in a syndicated transaction
Understanding of how loans can be packaged and securitized
The following skill sets are highly desirable:
Understanding of secondary loan trading market
Experience implementing any of the following loan systems is highly desirable: ACBS, AFS, LoanIQ, Wall Street Office, Backshop, McCracken Strategy, Midland Enterprise, CapitalStream, Third Pillar, CreditPath
Demonstrated track record managing clients, multiple stakeholders with competing agendas, with the ability to articulate/communicate in a convincing manner
External facing corporate Treasury
Lock box processing
Wires and ACH
• Consulting Skills & Experience
o Solid commercial lending business analyst skills, including experience interviewing client executives to gather and document business requirements, process mapping, etc.
o Strong experience documenting technology requirements for commercial lending
o Strong presentation skills, extensive experience writing successful project proposals, experience planning and execution related projects, and demonstrated project management skills and experience
o Solid knowledge of process reengineering methodologies and process flowcharting
o Ability to plan, implement and lead strategy work
o Ability to conceptualize and bring to fruition consulting solutions and services that address critical client needs and industry issues
o Excellent time management and organizational skills; the ability to manage conflicting priorities and multi-task effectively; and communicate current status and tasks to management
o Demonstrated ability to lead and manage large, diverse teams
o Exceptional verbal and written communication skills and attention to detail
o Proficient in Microsoft Office suite applications, including PowerPoint, Excel, and Visio
o Research skills; demonstrated ability to uncover relevant regulatory guidance and academic literature.
o Ability to quickly learn new subjects and absorb new information and methodologies in a rapidly changing regulatory environment
o Strong problem solving skills; ability to determine proper course or methodology without direction or supervision
100% Travel is required
This company brings together ideas, technology, and money. The Capital Markets Company, which does business as Capco, provides consulting...