Lending Optimization Consultant

TruStage

Lending Optimization Consultant providing expertise and guidance to credit unions on financial services solutions. Engaging with sales partners to enhance credit union lending operations and member financial wellbeing.

Posted 6/23/2026full-timeRemote • Kentucky, Ohio, Pennsylvania • 🇺🇸 United StatesMid-LevelSenior💰 $83,100 - $124,700 per yearWebsite

About the role

Key responsibilities & impact

Work in partnership with the assigned credit unions to provide clear and unbiased guidance, education, and tools to build the knowledge members need to make confident financial decisions.
Build and nurture collaborative partnerships with multi-level credit union management and front-line lending staff to increase loyalty to TruStage and lending-related solutions (credit insurance, debt cancellation, MRC (Mechanical Repair Coverage), GAP (Guaranteed Asset Protection), etc.).
Partner with internal stakeholders, including coworkers and cross-functional account teams, to gain buy-in and support for strategic initiatives, ensuring effective communication and alignment across the organization.
Manage assigned territory as a business, utilizing economic, financial, and results data to diagnose territory strengths and/or weaknesses and execute strategic plans to drive results.
Be a subject member expert regarding the digital lending landscape and provide expertise to credit unions using proven methodologies to help navigate and implement the appropriate digital optimization opportunity as it applies to their Data Processing and Core Systems.
Analyze financial data, including revenue, expenses, profitability, and financial ratios, to identify opportunities and develop sales strategies for revenue growth, risk reduction, and improved financial performance.
Execute credit union recommendations on an ongoing basis through structured plans for adaption and implement of change with continuous feedback for sustained success.
Gather information through consultation and utilize the strategic objectives and culture of the credit union to identify inefficiencies in processes, lending workflows, and systems.
Propose solutions to streamline lending operations, enhance member experiences, and improve credit union non-interest income.
Provide coaching, training, and support to credit union management and staff on products, customer-centric best practices, presentation techniques, and tools to maximize the success of our Credit Union Partners to protect more members and protect members more.
Be available to speak at industry events and exchange visits as needed.

Requirements

What you’ll need

Bachelor’s degree in business administration, Finance, Economics, or a related field, or equivalent trade-off of related professional work experience.
Demonstrated knowledge and understanding of financial service-related products, overall financial services operations, and multi-channel lending ecosystems.
Use of data analysis skills with the ability to use critical thinking to derive actionable insights, problem solve, create, and implement plans for measurable change.
Proven time management skills with the ability to prioritize tasks, meet deadlines, and manage multiple objectives/goals simultaneously.
Demonstrated consultation, facilitation, and presentation skills, with the ability to motivate, influence, and convey complex ideas to others in both face to face and virtual channels.
Ability to adapt style based on size of group and method of delivery.
Ability to navigate complex situations in partnership with internal stakeholders.
Ability to address specific client needs, provide strategic guidance, and leverage experience.
Life and Health insurance resident license – If currently not licensed, must earn within 90 days of starting the position.
Demonstrated deep understanding of the ADKAR Prosci methodology.
4 Years of lending/management experience preferred with a proven track record of success in coaching, consulting, and staff development and training preferably in a lending or financial services environment.

Benefits

Comp & perks

medical
dental
vision
employee assistance program
life insurance
disability plans
parental leave
paid time off
401k
tuition reimbursement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

data analysisfinancial analysissales strategy developmentlending operationsdigital lendingfinancial services operationsconsultationfacilitationpresentation techniquescoaching

Soft Skills

critical thinkingtime managementproblem solvingadaptabilitycommunicationinfluencemotivationcollaborationstrategic guidanceclient needs assessment

Certifications

Bachelor’s degree in business administrationBachelor’s degree in FinanceBachelor’s degree in EconomicsLife and Health insurance resident licenseADKAR Prosci methodology