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West Monroe Experienced — Boston, Massachusetts
Are you ready to make an impact? *]:pointer-events-auto R6Vx5W_threadScrollVars scroll-mb-[calc(var(--scroll-root-safe-area-inset-bottom,0px)+var(--thread-response-height))] scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" data-turn-id="5828725b-f4ef-4ebb-8597-00f809f47886" data-turn-id-container="5828725b-f4ef-4ebb-8597-00f809f47886" data-testid="conversation-turn-6" data-turn="assistant"> 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.
Requirements
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, user stories, business rules, data definitions, use cases, acceptance criteria, and test scenarios reflecting real-world lending practices and edge cases.
for data, documents, approvals, communications, controls, auditability, deal setup, lender targeting, opportunity distribution, confidentiality, access management, data rooms, due diligence, and participant communications.
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.
, 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.
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.