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SENIOR PRODUCT SPECIALIST, LAMINA
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.
ABOUT THE JOB
Loan syndication platforms facilitate the sharing of syndication and
participation deals and collaboration among financial institutions throughout
the loan process, from origination to closing and servicing. The platform must
meet the needs of financial institution users while promoting standardization
across deal types.
As the Senior Product Specialist, you will serve as the subject-matter expert
for Lamina’s Origination capabilities, helping define how the platform supports
loan origination, deal structuring, and distribution. You will partner closely
with Product, Design, and Engineering to translate real-world lending practices
into intuitive product capabilities.
We seek a candidate with deep expertise in loan syndication and participation
processes, particularly upfront loan sales, relationship management, and deal
origination. Financial-services software product experience is preferred; at
minimum, you should have worked directly with technical teams and understand the
software development lifecycle. Your industry expertise will guide product
strategy and detailed platform requirements.
WHAT YOU WILL DO
* 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.
WHAT YOU WILL BRING
* 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.
Based on pay transparency guidelines, the salary range for this role can vary
based on your proximity to one of our West Monroe offices (see table below).
Information on our competitive total rewards package, including our bonus
structure and benefits is here [https://www.westmonroe.com/careers/benefits].
Individual salaries are determined by evaluating a variety of factors including
geography, experience, skills, education, and internal equity.
Employees (and their families) are covered by medical, dental, vision, and basic
life insurance. Employees are able to enroll in our company’s 401k
plan, purchase shares from our employee stock ownership program and be eligible
to receive annual bonuses. Employees will also receive unlimited flexible time
off and ten paid holidays throughout the calendar year. Eligibility for ten
weeks of paid parental leave will also be available upon hire date.
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
OTHER CONSULTANCIES TALK AT YOU.
AT WEST MONROE, WE WORK WITH YOU.
We’re a global business and technology consulting firm passionate about creating
measurable value for our clients, delivering real-world solutions.
The combination of business and technology is not new, but how we bring them
together is unique. We’re fluent in both. We know that technology alone is not
the answer, but how we apply it is. We rely on data to constantly adapt and
solve new challenges. 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.
You’ll feel the difference in how we work. We show up personally. We’re right
there in the room with you, co-creating through the challenges. With West
Monroe, collaboration isn’t a lofty promise, but a daily action. We work
together with you to turn vision into clear action with lasting impact.
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 [http://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
[recruiting@westmonroe.com].
Please review our current policy regarding use of generative artificial
intelligence during the application process
[https://www.westmonroe.com/ai-use-policy]. Additionally, West Monroe uses the
BrightHire platform to record live interviews so our team can capture notes more
accurately, stay focused on the conversation, and continually improve our
interview process. You can review our privacy notice
[https://www.westmonroe.com/candidate-policy] for more information about this
process and how recordings are used. If you have any questions, reach out to
recruiting@westmonroe.com.
If you are based in California, we encourage you to read West Monroe’s Notice at
Collection for California residents, provided pursuant to the California
Consumer Privacy Act (CCPA) and linked here
[https://www.westmonroe.com/privacy-policy/applicant-ccpa].