Blurb
Equipment Finance Division
Industry context
Business problem
Products / platforms owned
Tools / technologies
Primary users / customers
Primary responsibilities
Product strategy, roadmap development, customer discovery, requirements definition, vendor selection, backlog creation, stakeholder alignment, business case development, governance review, compliance coordination, rollout planning, and go-to-market strategy.
Key contributions
- Led discovery and design for a partner-facing digital origination experience.
- Conducted onsite research with equipment manufacturing sales teams across the U.S.
- Defined product vision, MVP scope, roadmap, backlog, and release approach.
- Led integration of a modern digital front end with an on-prem loan origination backend through real-time API integration.
- Coordinated delivery across business, technology, risk, compliance, legal, marketing, controls, governance, vendors, and executive leadership.
Measurable outcomes
Reduced average loan close time from approximately 45 days to one week, an 83% improvement.
Original description
- Develop and bring new products to market for the equipment finance division focusing on the partner experience.
- Be the voice of the customer for the division.
- Create strategic vision and product roadmap and work closely with stakeholders and engineering teams to deliver new products and feature enhancements.
- Manage products from concept to launch delivering features iteratively to solve the business challenges.
- Establish strong ties with partner groups inside the bank including legal, marketing, controls and governance, compliance to streamline product development and delivery.
- Establish resource funding for ongoing product development.
- Brought intermediary-focused MVP to market helping partners achieve their goals while allowing the business to retain and grow strategic relationships and cut operational costs.
- Meeting with end users to understand their needs, goals and pain points, and applying data analysis to gain further insight into current behavior.
- Managing all aspects of the endeavor, including business case development, vendor selection, design and development, roadmap creation, product backlog, compliance and governance review and approval, rollout planning, and stakeholder management.
- Additional source notes: owned online equipment finance loan origination; business problem was that external partners were unable to enter loan details, track loan progress, provide materials online, or receive real-time updates. White-label branding was cumbersome and limited partnership opportunities with marquee partners. Led implementation of best-in-class digital experience front end and real-time API integration to on-prem loan origination backend. Reduced time to close loan by 83%, from 45 days to one week.
Role scope
Owned the digital product strategy and delivery for online equipment finance loan origination. Led the product from discovery and business case development through vendor selection, design, backlog creation, implementation, governance review, and go-to-market planning.
Proof points
Transformed complex, regulated, partner-facing workflows from ambiguous business problem to customer research, product strategy, technical integration, launch planning, and measurable operational improvement.