Product Owner, Finance Tech & Automation (Hybrid)

CRE Finance Council; Charlotte (NC); Hybrid; USD 90,000 - 150,000; Full time

Job summary

CRE Finance Council in Charlotte, NC is seeking a Product Owner for a 12+ month hybrid contract opportunity. You will collaborate with bankers, portfolio managers, credit, operations and risk to translate requirements into features, user stories and acceptance criteria.

You will maintain the product backlog in Jira and guide governance, training materials and adoption efforts across lending workflows, Deal Hub onboarding, and automation initiatives to enhance business value.

Qualifications

• Experience in business analysis, execution, product support or project/program management in financial services.
• Proven experience writing user stories, acceptance criteria and process documentation in an Agile environment.
• Hands-on experience with Jira and Confluence, or similar tools.
• Strong stakeholder management with senior business leaders and technical teams.
• Excellent written and verbal communication; ability to simplify complex topics for executives.

Responsibilities

• Gather requirements and write features, user stories and acceptance criteria.
• Maintain the product backlog in Jira, with clear scope, dependencies, risks and open questions for each item.
• Write process maps for current and future state, and lead gap analyses across lending workflows.
• Support onboarding new lines of business to Deal Hub, including discovery sessions, workflow configuration, and readiness activities.
• Coordinate UAT, training materials, user guides and adoption efforts.
• Collect user feedback and turn it into recommended improvements.
• Track release scope, timing and dependencies with technology delivery teams.
• Prepare release summaries, status updates and executive-ready materials for senior leadership.
• Lead working sessions and follow up on action items, decisions and risks.
• Help identify tasks that could be automated or addressed by AI, considering business value and data needs.
• Support workshops aligning business and technology on the automation roadmap.
• Ensure changes meet governance, compliance, access, records management and audit requirements.
• Support data quality checks and issue triage across connected systems.

Skills

Stakeholder management

Communication

Requirements gathering

Agile / Scrum

Multi-workstream management

Tools

Jira

Confluence

Job description

CRE Finance Council in Charlotte, NC is seeking a Product Owner for a 12+ month hybrid contract opportunity. You will collaborate with bankers, portfolio managers, credit, operations and risk to translate requirements into features, user stories and acceptance criteria.

You will maintain the product backlog in Jira and guide governance, training materials and adoption efforts across lending workflows, Deal Hub onboarding, and automation initiatives to enhance business value.