Clutch · 1 month ago
Senior Implementation Engineer (Lending)
United States
Full-time
Remote
Senior LevelClutch is a revolutionary vertical SaaS company aimed at transforming how Credit Unions engage and provide lending solutions. The Senior Implementation Engineer will lead client implementations, ensuring successful onboarding and configuration of the loan origination system while collaborating closely with internal teams to enhance product offerings and support clients post-launch.
FinanceFinancial ServicesFinTech
Responsibilities
Serve as the primary point of contact during implementation
Conduct discovery sessions to understand lending policies, underwriting procedures, exceptions, and compliance requirements
Train credit union staff on system functionality, rule behavior, and workflow setup
Provide clear documentation, guidance, and status updates throughout the project lifecycle
Lead the configuration of underwriting rules, decision trees, workflows, and lending logic within the loan origination system
Translate credit union policies—including credit criteria, DTI thresholds, verifications, stipulations, and pricing logic—into structured system rules
Set up product configurations for consumer, auto, credit card, home equity, and other loan types
Map existing credit union processes to LOS workflows and recommend best-practice optimizations
Build and execute test plans to validate underwriting rules and system configurations
Assist clients with UAT (User Acceptance Testing), troubleshoot discrepancies, and adjust rules as needed
Ensure implementations meet regulatory, policy, and internal quality standards
Partner with internal product and engineering teams to relay client feedback and identify product enhancement opportunities
Documenting business and technical requirements as needed for Product and Engineering
Develop implementation templates, configuration guides, and repeatable frameworks
Provide post-go-live support during stabilization
Qualification
Required
Prior experience in lending is a strong asset for the role
Developing a deep level of expertise about how customers lend including Underwriting, Processing and Regulatory requirements
High agency, a consultative approach to client implementations, a strong technical foundation, and be proactive communicators to ensure internal teams remain aligned
Serve as the primary point of contact during implementation
Conduct discovery sessions to understand lending policies, underwriting procedures, exceptions, and compliance requirements
Train credit union staff on system functionality, rule behavior, and workflow setup
Provide clear documentation, guidance, and status updates throughout the project lifecycle
Lead the configuration of underwriting rules, decision trees, workflows, and lending logic within the loan origination system
Translate credit union policies—including credit criteria, DTI thresholds, verifications, stipulations, and pricing logic—into structured system rules
Set up product configurations for consumer, auto, credit card, home equity, and other loan types
Map existing credit union processes to LOS workflows and recommend best-practice optimizations
Build and execute test plans to validate underwriting rules and system configurations
Assist clients with UAT (User Acceptance Testing), troubleshoot discrepancies, and adjust rules as needed
Ensure implementations meet regulatory, policy, and internal quality standards
Partner with internal product and engineering teams to relay client feedback and identify product enhancement opportunities
Documenting business and technical requirements as needed for Product and Engineering
Develop implementation templates, configuration guides, and repeatable frameworks
Provide post-go-live support during stabilization
Benefits
Remote Flexibility: Enjoy the freedom of remote work from anywhere, balancing life and career seamlessly.
Unforgettable Off-Sites: Twice a year, bond with colleagues in exciting destinations, fostering teamwork and fresh ideas.
Paid Time Off: Enjoy flexible PTO days yearly for relaxation and rejuvenation.
Stock Options: Joining us means having a stake in our success, so you'll receive stock options as part of your compensation package.
Home Office Setup: Create your ideal workspace with a dedicated budget for home office essentials.
Work Trip Budget: Grow personally and professionally with a budget for work-related trips and co-working.
Health Coverage: Prioritize your well-being with comprehensive health and dental insurance plans.
Company
Clutch
Clutch transforms Credit Unions into FinTechs, enhancing loan and deposit onboarding.
Founded in 2020
51-200 employees
H1B Sponsorship
Clutch has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
Funding
Current Stage
Growth StageTotal Funding
$106MKey Investors
Alkeon Capital
2025-01-23Series B· $65M
2021-04-01Series A· $41M
2020-08-19Seed
Leadership Team
Nicholas Hinrichsen
CEO / Co-Founder
Recent News
2025-12-02
Destination CRM
2025-11-08
Company data provided by crunchbase