Director, Client Experience and Strategy

Cornerstone Advisors; United States; On-site; USD 210,000 - 240,000; Full time

Job summary

An established industry player seeks a visionary Director for its Strategy & Execution group in Commercial Lending. This role is pivotal for driving client engagements and delivering impactful results in commercial lending strategy and operations. The ideal candidate will leverage deep expertise to guide financial institutions through transformation initiatives, ensuring improved credit delivery and overall performance. This dynamic position offers the chance to engage with executive teams, analyze performance data, and contribute to thought leadership in the industry. Join a forward-thinking firm where your insights can shape the future of commercial lending.

Benefits

Medical Insurance

Vision Insurance

401(k)

Qualifications

• 5+ years in commercial lending at a bank or consultancy.
• Experience in transforming lending functions through technology.
• Prior consulting experience preferred.

Responsibilities

• Lead client engagements in commercial lending strategy and process improvement.
• Analyze client performance data to identify opportunities.
• Guide clients through system selections and implementations.

Skills

Commercial Lending Expertise

Client Engagement Management

Data Analysis

Process Improvement

Strategic Recommendations

Communication Skills

Analytical Skills

Interpersonal Skills

Education

Bachelor's Degree

Advanced Degree

Tools

Microsoft Office

nCino

AFS

Finastra

Jack Henry

Job description

Join to apply for the Director, Strategy & Execution - Commercial Lending role at Cornerstone Advisors

Join to apply for the Director, Strategy & Execution - Commercial Lending role at Cornerstone Advisors

Direct message the job poster from Cornerstone Advisors

Cornerstone Advisors is a national management and technology consulting firm specializing in helping banks and credit unions improve strategy, technology, operations, and performance. We are experts in translating strategic goals into real-world execution. Our Strategy & Execution Practice Group works hand-in-hand with financial institutions to identify opportunities and deliver impactful results.

We are currently seeking a Director within the Commercial Lending segment of our Strategy & Execution group. This leader will play a critical role in managing client engagements, driving measurable results, and supporting transformation initiatives across the commercial lending lifecycle. The Director, Strategy & Execution – Commercial Lending is responsible for leading consulting engagements focused on improving commercial lending strategy, credit delivery, loan operations, technology enablement, and overall performance at financial institutions. This role requires deep commercial lending expertise and the ability to engage executive teams, assess performance, and deliver strategic and operational solutions.

Job Description:

• Lead client engagements related to commercial lending strategy, process improvement, digital enablement, and organizational transformation.
• Analyze client performance data, credit portfolios, operational workflows, and system usage to identify gaps and opportunities.
• Provide strategic recommendations for improving credit origination, underwriting, closing, booking, and portfolio management processes.
• Guide clients through system selections and implementations related to loan origination systems (LOS), commercial lending platforms, and workflow tools.
• Leverage Cornerstone’s proprietary benchmarking data, methodologies, and frameworks to deliver high-impact client outcomes.
• Maintain a utilization target of 70% while managing multiple concurrent engagements and balancing internal initiatives.
• Cultivate and manage strong client relationships, acting as a trusted advisor to executive leadership teams.
• Contribute to the firm’s thought leadership through white papers, blogs, webinars, and industry presentations—particularly in commercial lending transformation.
• Stay current on commercial lending trends, regulations, vendor offerings, and market dynamics relevant to community banks and credit unions.
• Support sales and business development efforts, including proposal development and scoping conversations.
• Participate in internal projects and knowledge-sharing across the Strategy & Execution group.
• Bachelor’s degree required; advanced degree preferred.
• Minimum 5 years of experience in commercial lending at a bank, credit union, or financial services consultancy.
• Proven experience in transforming commercial lending functions through process redesign, technology implementation, or strategy consulting.
• Prior consulting experience preferred, particularly with sales or practice development goals.
• Familiarity with vendor solutions such as nCino, AFS, Finastra, Jack Henry, or similar platforms is a plus.

Technical Skills:

• Strong proficiency in Microsoft Office (Excel, PowerPoint, Outlook, Word).
• Excel proficiency including pivot tables, lookups, and data manipulation preferred.
• Ability to synthesize large datasets and generate insights.

Other Qualifications:

• Excellent interpersonal and communication skills—able to facilitate executive-level discussions and deliver client presentations.
• Strong analytical and problem-solving skills with commercial lending subject matter depth.
• Highly organized and capable of managing competing priorities in a deadline-driven environment.
• Team-oriented, self-motivated, and committed to ongoing learning and professional development.
• Willingness to travel up to 50%.

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Consulting, Information Technology, and Sales

• Industries

  IT Services and IT Consulting and Business Consulting and Services

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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