Sr Director, Origination & Underwriting, Commercial Lending Product Management

About this role

Job Description Role Overview:

The Senior Director, Origination & Underwriting Solutions Management is accountable for the global strategy, financial performance, product management, and delivery execution of the Commercial Lending Origination and Underwriting portfolio. The role owns the end-to-end lifecycle for Loan Origination, Credit Assessment, Underwriting, and related AI-enabled lending capabilities, with responsibility for growth, innovation, client outcomes, and operational excellence across Tier 1 and Tier 2 financial instituti ons globally.  

Reporting directly to the SVP, Solution Leader Product, this leader will   operate   as the general manager for the portfolio - balancing market opportunity, customer needs, financial commitments, roadmap priorities, technology modernization, regulatory expectations, and delivery performance.  

Position Mandate:

• Own and grow the portfolio as an integrated business, with clear accountability for revenue, profitability, bookings, recurring revenue, investment, client satisfaction, and execution.  

• Define a compelling global product vision and translate it into differentiated roadmaps, commercial offers, and measurable business outcomes.  

• Lead the full product lifecycle - from market insight and investment choices through build, implementation, adoption, value realization, and ongoing modernization.  

• Represent the business with senior client executives and ensure that product and delivery decisions reflect the needs of sophisticated commercial lenders.  

• Build and lead a high-performing global team with a culture of accountability, customer focus, innovation, inclusion, and disciplined execution.  

K ey Relationships:

The role partners closely with Engineering, Architecture, Sales, Go-to-Market, Professional Services, Client Success, Finance, Marketing, Risk, Legal, Compliance, and regional leadership. Externally, the leader engages heads of Commercial Lending, Credit and Risk, Operations, Technology, and other senior executives at client banks and strategic partners.

KEY RESPONSIBILITIES

Business and P&L Leadership:  

• Own portfolio financial performance, including revenue growth, profitability, bookings, renewals, recurring revenue expansion, investment management, and forecast accuracy.  

• Develop and execute annual and multi-year operating plans, growth strategies, investment cases, and portfolio reviews.  

• Identify   and pursue expansion opportunities across regions, client segments, deployment models, partnerships, and adjacent capabilities.  

• Establish a practical KPI framework covering financial performance, roadmap execution, adoption, quality, delivery, and client outcomes.  

• Make disciplined portfolio trade-offs across growth investments, client commitments, modernization, technical debt, compliance, and operational resilience.

P roduct Strategy and Portfolio Management:

• Define and communicate the global vision, strategic positioning, roadmap, pricing, packaging, and lifecycle plans for Loan Origination, Credit Assessment, Underwriting, and related capabilities.  

• Translate market, competitor, regulatory, client, and technology insights into clear product priorities and differentiated value propositions.  

• Drive a unified end-to-end lending journey, including interoperability with servicing, syndication, distribution, core banking, collateral, data, and partner ecosystems.  

• Advance out-of-the-box, SaaS, cloud, configurable, and repeatable product strategies that improve speed to value and scalability.  

• Ensure product strategy serves the distinct needs of complex Tier 1 institutions and Tier 2 banks seeking modern, efficient, and scalable lending operations.  

D elivery and Operating Excellence:  

• Lead end-to-end delivery governance from discovery and business case through release,   implementation   readiness, adoption, and benefit realization.  

• Partner with Engineering, Architecture, and Services leaders to deliver predictable roadmaps, high-quality releases, scalable implementations, and resilient operations.  

• Create transparent governance for prioritization, dependencies, risks, milestones, capacity, and customer commitments.  

• Improve repeatability through stronger productization, documentation,   implementation   assets, release readiness, and feedback loops.  

• Use operating data and client insight to   identify   delivery friction, improve time to value, and raise portfolio performance.  

Client, Market, and Commercial Leadership:  

• Serve as executive sponsor for strategic clients, major opportunities, and complex transformation programs.  

• Engage senior client stakeholders on   origination   modernization, credit transformation, underwriting operations, AI adoption, risk controls, and digital lending strategy.  

• Partner with Sales and Go-to-Market teams on target segments, pipeline development, solution positioning, executive presentations, proposals, and deal strategy.  

• Represent the portfolio in client forums, industry events, analyst discussions, advisory boards, and internal executive reviews.  

• Build structured mechanisms for co-creation and convert client insight into scalable product value rather than one-off customization.  

I nnovation, Data, & AI Leadership:  

• Champion responsible use of AI, advanced analytics, automation, and agentic workflows across origination and underwriting.  

• Prioritize capabilities that improve decision speed, underwriting consistency, borrower and banker experience, productivity, governance, and control.  

• Drive value from capabilities such as automated spreading, AI-assisted credit memos, advanced projections, data validation, portfolio insight, and workflow automation.  

• Ensure innovation is delivered with   appropriate transparency , auditability, control, security, and human oversight for regulated lending environments.  

P eople and Organizational Leadership:

• Recruit, develop

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