Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

Lamina, a West Monroe Company, is seeking a Senior Product Specialist to shape product capabilities for loan syndications and participations. As the subject-matter expert for origination, loan sales, and deal management, you will translate buy-side and sell-side lending practices into intuitive solutions and partner with Product, Design, Engineering, Implementation, Sales, and Client Success from discovery through launch.

Responsibilities

Serve as Lamina’s subject-matter expert for loan participation and syndication sales and deal-management processes across sell-side and buy-side institutions.
Translate industry workflows into product requirements, user stories, business rules, data definitions, use cases, acceptance criteria, and test scenarios reflecting real-world lending practices and edge cases.
Define full-lifecycle requirements for data, documents, approvals, communications, controls, auditability, deal setup, lender targeting, opportunity distribution, confidentiality, access management, data rooms, due diligence, and participant communications.
Represent buy-side requirements for opportunity screening, credit evaluation, internal approvals, decision tracking, indications of interest, commitments, participant selection, allocation methodologies, oversubscription management, closing, funding readiness, and exception management.
Partner with Product Management, Engineering, Design, Implementation, Sales, and Client Success to validate, deliver, and continuously improve product capabilities.
Lead customer discovery and product-validation sessions with syndication, participation sales, credit, legal, relationship-management, and operations teams.
Identify opportunities to automate manual processes, improve data quality, reduce transaction risk, and replace fragmented email and spreadsheet workflows.
Contribute to product strategy and roadmap decisions based on market needs, customer feedback, competitive gaps, integration requirements, product analytics, and platform performance.
Support Lamina implementations by helping clients improve processes and realize the value of the platform.
Leverage AI tools to accelerate analysis, synthesize complex information, and support data-driven recommendations for clients, exercising sound judgment in evaluating outputs.
Apply AI technologies (e.g., generative AI, automation tools, data models) to enhance insights, improve delivery efficiency, and elevate the quality of client outcomes.

Requirements

Eight or more years of experience in loan syndications, participation sales, capital markets, commercial lending, institutional loan acquisition, credit, or a related field.
Direct sell-side, buy-side, or combined experience with syndicated or participated loan transactions, from opportunity preparation through allocation and closing.
Hands-on knowledge of the data, documents, communications, approvals, commitments, controls, operational risks, and exceptions involved in multi-lender transactions.
Experience working with syndication and participation sales teams, relationship managers, credit officers, legal counsel, operations personnel, and technical stakeholders.
Strong analytical, documentation, communication, and problem-solving skills.
Experience collaborating with product, technology, implementation, or process-improvement teams.
Experience at a bank, Farm Credit institution, specialty lender, commercial finance company, or institutional lender is preferred.
Experience with commercial and industrial, agricultural, commercial real estate, sponsor finance, project finance, or other complex commercial credit products is preferred.
Familiarity with nCino, SyndTrak, DebtDomain, Loan IQ, ACBS, AFS, Intralinks, Datasite, APIs, integrations, data mapping, or comparable platforms is preferred.
Product Owner, Business Analyst, Agile, Lean, Six Sigma, or process-improvement experience is beneficial but not required.
Experience integrating AI tools (e.g., ChatGPT) into day-to-day workflows to enhance productivity and insight generation, coupled with strong critical thinking to assess accuracy, mitigate bias, and ensure high-quality outputs.
Ability to travel 25 to 50%.
A commitment to inclusion and diversity, and openness to new ideas and perspectives.
Ability to work permanently in the United States without sponsorship.

Skills

Loan syndications
Loan participations
Capital markets
Commercial lending
Institutional loan acquisition
Credit
Sell-side lending practices
Buy-side lending practices
Product development lifecycle
AI tools
Generative AI
Automation tools
Data models
Analytical skills
Documentation skills
Communication skills
Problem-solving skills
Critical thinking
ChatGPT

Location

Seattle
Washington, D.C.
Los Angeles
New York City
San Francisco
Remote

Work Type

Full-time
Hybrid

Experience Level

Senior

Salary/Compensations

Seattle or Washington, D.C.: $154,400—$181,500 USD
Los Angeles: $161,700—$190,200 USD
New York City or San Francisco: $169,100—$198,800 USD
A location not listed above: $147,000—$172,900 USD

Benefits

Medical insurance
Dental insurance
Vision insurance
Basic life insurance
401k plan
Employee stock ownership program
Annual bonuses
Unlimited flexible time off
Ten paid holidays
Ten weeks of paid parental leave

About the Company

Lamina, a West Monroe Company, is a global business and technology consulting firm passionate about creating measurable value for our clients, delivering real-world solutions.
We are fluent in both business and technology, understanding that technology alone is not the answer, but how we apply it is.
We rely on data to constantly adapt and solve new challenges, focusing on actions that work today with outcomes that generate value for years to come.
At West Monroe, we zero in on the heart of the opportunity, getting to results faster and preparing people for what’s next.
We work collaboratively with clients, co-creating through challenges and turning vision into clear action with lasting impact.

Equal Opportunity

West Monroe is an Equal Employment Opportunity Employer.
We believe in treating each employee and applicant for employment fairly and with dignity.
We base our employment decisions on merit, experience, and potential, without regard to race, color, national origin, sex, sexual orientation, gender identity, marital status, age, religion, disability, veteran status, or any other characteristic prohibited by federal, state or local law.
To learn more about diversity, equity and inclusion at West Monroe, visit www.westmonroe.com/inclusion.
If you require a reasonable accommodation to participate in our recruiting process, please inquire by sending an email to recruiting@westmonroe.com.