Product Owner - BEC 4

Apex Systems; Charlotte (NC); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Benefits package

401K

ESPP

HSA

EAP

Job summary

Everforth Apex is seeking an experienced Product Owner to support the scaling of Deal Hub, aligning business needs with technology delivery within a regulated financial services environment. You will collaborate with product management, technology delivery, and stakeholders to write clear requirements, manage the backlog, and drive adoption across lending workflows.

The role involves facilitating discovery sessions, configuring workflows, and coordinating UAT, training materials, and user

Qualifications

• Bachelor's degree in Business, IT, or related field, or equivalent professional experience.
• Five+ years of experience in business analysis, business execution, product support, or project/program management, ideally within the financial services sector.
• Proven experience writing user stories, acceptance criteria, and process documentation within Agile environments, alongside hands-on proficiency with Jira and Confluence.

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.

Skills

User stories

Acceptance criteria

Process documentation

Jira

Confluence

Education

Bachelor's degree in Business, IT, or related field

Tools

Jira

Confluence

Job description

Job#: 3057652

Job Description

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 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, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Everforth Apex team member can provide.

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [email protected] or 804-523-8228. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.

UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex Systems.

© 2026 Everforth, Inc. All rights reserved.

Everforth Apex Systems is part of the Commercial Segment of Everforth, Inc.

NYSE: EFOR

4400 Cox Road

Suite 200

Glen Allen, Virginia 23060

Everforth Apex is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Benefits Department at [email protected] or 804-523-8228. (Do not submit resumes or solicit consultants to this email address). UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex.