Product Owner

Product Owner

Location: Charlotte, NC (Hybrid)

Role Overview

This organization is seeking an experienced Business Execution Consultant to support the scaling of Deal Hub, the central platform where deal teams collaborate, track deal status, manage tasks, and communicate across commercial lending workflows. This critical role sits at the intersection of business operations and technology delivery within a regulated financial services environment. The successful candidate will collaborate with product management, technology delivery, and business stakeholders to turn business needs into clear, delivery-ready requirements, support product releases, and drive workflow automation and artificial intelligence initiatives.

Key Responsibilities

• Collaborate with business partners across bankers, portfolio managers, credit, operations, and risk to gather requirements and author features, user stories, and acceptance criteria.

• Maintain and refine the product backlog in Jira, ensuring clear definition of scope, dependencies, risks, and open questions.

• Develop current and future state process maps and conduct gap analyses across lending workflows.

• Support onboarding new business groups, including facilitation of discovery sessions, workflow configurations, and organizational readiness activities.

• Coordinate user acceptance testing, develop training materials, author user guides, and drive adoption efforts.

• Collect user feedback and translate insights into actionable product improvements.

• Track release scope, timing, and dependencies with technology delivery teams, preparing status updates and executive-ready materials.

• Assess tasks for automation and artificial intelligence feasibility, evaluating business value, data requirements, and controls.

• Ensure product changes align with established governance, compliance, access, records management, and audit requirements.

• Support data quality checks, issue triage, and production support across integrated systems.

• Required Qualifications

• Education: Bachelor's degree in Business, Information Technology, or a related field of study, or equivalent professional experience.

• Experience: Five or more years of experience in business analysis, business execution, product support, or project and program management, ideally within the financial services sector.

• Technical

Skills

• Proven experience writing user stories, acceptance criteria, and process documentation within Agile environments, alongside hands-on proficiency with Jira and Confluence.

• Preferred Qualifications

• Familiarity with commercial lending, commercial real estate, or loan origination processes.

• Experience with nCino, Loan IQ, Microsoft Dynamics 365, or Microsoft 365 collaboration tools including Teams and SharePoint.

• Exposure to workflow automation, the Power Platform, or AI-enabled solutions.

• Experience working within a regulated environment governed by strong control, audit, and data governance frameworks.

• Strong stakeholder management capabilities, with a history of collaborating with business leaders and technical teams.

• Excellent communication skills with the ability to simplify complex topics for executive presentations.

• Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.

• Everforth Apex uses a virtual recruiter as part of the application process. Click here for more details. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Everforth Apex and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at https://www.apexsystems.com/privacy-policy

• Everforth Apex

Benefits

• Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everf