PTR Global
PTR Global

Business Execution Consultant 4 - Contingent

Charlotte, NC, US • Posted 8 hours ago • Updated 8 hours ago
Full Time
On-site
USD $60.00 - 66.00 per hour
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Job Details

Skills

  • Wholesale
  • Business Process
  • Workflow
  • Communication
  • Microsoft PowerPoint
  • Microsoft Excel
  • Microsoft SharePoint
  • AFS
  • FusionBanking Loan IQ
  • Migration
  • Payments
  • Acceptance Testing
  • Soft Skills
  • Facilitation
  • Presentations
  • Training Delivery
  • Attention To Detail
  • FOCUS
  • Clarity
  • Management
  • Conflict Resolution
  • Problem Solving
  • Training

Summary

Business Execution Consultant (Loan IQ)
Charlotte, NC / Irving, TX
Contract
Job ID; 177234

Job Description:
Details:
  • This candidate will support the AFS to LoanIQ conversion within Wholesale Lending Operations.
  • Candidates will be responsible for designing and delivering training to Operations users, ensuring readiness for system adoption, and supporting the development of procedures, training materials, and hands-on learning experiences.
Duties:
  • Design and deliver instructor-led LoanIQ training sessions for Operations users
  • Develop and maintain training materials, including presentations, job aids, and knowledge checks
  • Create role-based training content and real-world practice lab scenarios aligned to business processes
  • Configure training/test environments to enable hands-on learning
  • Partner with business and operations teams to support procedure creation and reviews
  • Ensure training content aligns with current processes, enhancements, and conversion requirements
  • Facilitate practice labs and reinforce learning through scenario-based exercises
  • Walk through LoanIQ screens and workflows during training sessions
Top Skills:
  • 5 plus years of LoanIQ experience, with strong functional knowledge of lending operations workflows
  • Proven experience delivering system training (preferably LoanIQ or lending platforms)
  • Ability to clearly explain complex processes and system functionality to end users
  • Experience developing training materials, job aids, and structured learning content
  • Strong verbal and written communication skills
  • Proficiency in PowerPoint, Word, Excel, and SharePoint
Nice To Have:
  • Experience supporting AFS to LoanIQ conversions or similar system migrations
  • Background in Lending Operations (e.g., servicing, booking, payments, or loan maintenance)
  • Experience working in UAT/test environments
Soft Skills:
  • Strong facilitation and presentation skills with the ability to engage diverse audiences
  • Ability to adapt training delivery based on learner needs and experience levels
  • High attention to detail with a focus on accuracy and clarity in training content
  • Ability to manage multiple priorities in a fast-paced, high-demand environment
  • Self-starter who can work independently while collaborating with cross-functional teams
  • Strong problem-solving skills and ability to adjust approach based on feedback

Pay Range: $60 - $66/hr. on W2

The specific compensation for this position will be determined by a number of factors, including the scope, complexity and location of the role as well as the cost of labor in the market; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. Our full-time consultants have access to benefits including medical, dental, vision and 401K contributions as well as any other PTO, sick leave, and other benefits mandated by appliable state or localities where you reside or work.

#LI-RR1
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
  • Dice Id: ptrtx
  • Position Id: 177234
  • Posted 8 hours ago

Company Info

About PTR Global

Pinnacle Group is a leading provider of information technology and workforce solutions. Pinnacle Group includes Pinnacle Technical Resources, Inc., its flagship information technology staffing and consulting services provider; Pinnacle MSP, a managed services provider; Pinnacle Payrolling, a payrolling and independent contractor compliance provider; Pinnacle Canada, which provides staffing, MSP and payrolling services in Canada.

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