Associate Advisory Services Consultant & BI

Origence

Irvine, CA

JOB DETAILS
SALARY
$69,800–$87,300 Per Year
SKILLS
Analysis Skills, Artificial Intelligence (AI), Automotive Sales, Benchmarking, Business Analysis, Business Intelligence, Business Operations, Business Processes, Cadence, Communication Skills, Compensation and Benefits, Consulting, Continuous Deployment/Delivery, Continuous Improvement, Credit Union, Customer Experience, Customer Support/Service, Customer/Client Research, Data Analysis, Delivery Driving, Detail Oriented, Develop and Maintain Customers, Documentation, Ecosystems, Financial Operations, Financial Services, Financial Systems, Information Technology & Information Systems, Knowledge Transfer, Loan Origination, Loan Review, Loans, Medical Conditions, Medical Genetics, Meeting Minutes, Microsoft Excel, Microsoft PowerPoint, Microsoft Product Family, Microsoft Word, Military, Needs Assessment, Operational Audit, Operational Strategy, Presentation/Verbal Skills, Process Improvement, Productivity Management, Project Tracking, Proposal Writing, Requirements Management, Risk, Sales, Sales Prospecting, Service Delivery, Software as a Service (SaaS), Spreadsheets, Standard Operating Procedures (SOP), State Laws and Regulations, Statement of Work (SOW), Support Documentation, Time Management, Training/Teaching, Tuition Fees, Validation Testing, Workflow Analysis, Writing Skills
LOCATION
Irvine, CA
POSTED
Today

Origence is always looking for diverse, talented people to join our exceptional team. Current job opportunities are posted here as they become available.Associate Advisory Services Consultant & BIWith 30 years at the forefront of fintech innovation, we specialize in SaaS lending solutions that lead the industry. Our core mission is customer-centric, focusing on empowering Credit Unions across the United States with the tools to offer accessible, competitive lending services. We're deeply committed to enhancing the financial ecosystem for a broad network of credit unions, members and auto dealers. We invest in our greatest assets, our employees, and foster a culture of innovation and ownership through freedom and responsibility. We celebrate fiscal accountability, operational rigor and efficiency to create a sustainably healthy and robust business for the long term.The Associate Advisory Services Consultant supports delivery of paid consulting services to clients in the credit union industry. This role partners closely with the Advisory Services Consultant (manager) to help execute advisory engagements such as Decision Engine Optimization (DEO), Loan Process Reviews/System Optimization, training, benchmarking/reporting, and post-engagement follow-ups. The Associate Consultant helps improve client outcomes through data-driven analysis, clear documentation, and scalable, repeatable delivery practices.What You'll Be Doing:Client Consulting & CommunicationSupport in-person and remote advisory engagements for internal and external stakeholders. Participate in discovery calls to understand client goals and current-state processes; capture requirements; and help scope workstreams. Assist with execution of advisory deliverables (e.g., DEO builds using standardized templates, workflow documentation, and analysis) under the guidance of the Advisory Services Consultant. Contribute to clear, timely client communications including meeting notes, action plans, and follow-up summaries.Reporting & RecommendationsBuild and maintain structured client reporting that summarizes findings, benchmarks, and actionable recommendations. Help translate advisory insights into documented next steps tied to business outcomes (efficiency, risk, conversion, member experience). Prepare tables, summaries, and supporting materials that improve consistency and turnaround time for post-engagement reporting.Maintain regular interaction with sales and stakeholder teams to understand client needs and provide advisory support for opportunities. Assist with responses to prospective client questions, preparation of proposals and statements of work, and development of reusable engagement assets (templates, outlines, and enablement content). Provide feedback on advisory services collateral and promotional materials.Support a high-quality client experience from project kickoff through completion. Help coordinate training and knowledge transfer to ensure adoption of recommendations. Assist with a structured post-engagement follow-up cadence (e.g., 30/60/90 days and 6 months) to track progress, reinforce value, and identify follow-on optimization, training, or benchmark opportunities.The Ideal Candidate:Education:BA/BS degree in Business, Finance, Information Systems, Data Analytics, or a related field (or equivalent practical experience)Experience:2+ years of experience in consulting, client success, implementations, business analysis, operations, or a related role2+ years in lending industry preferably credit union spaceExperience gathering requirements, documenting workflows, and translating findings into actionable recommendationsStrong analytical skills; comfort working with data in spreadsheets and creating client-ready summariesExperience working in financial services, lending, or credit unionsExperience with loan origination systems (LOS) and/or decisioning/credit strategy conceptsSpecialized Skills:Strong oral and written communication skills; able to present findings clearly to both technical and non-technical audiencesComfortable facilitating meetings, taking structured notes, and driving follow-ups to closureAbility to learn new systems rapidly and provide training and support to othersStrong documentation skills (requirements, process maps, test/validation notes, and Standard Operating Procedures)Working knowledge of Microsoft 365 tools (Word, Excel, PowerPoint, Teams); advanced Excel skills preferredIntegrate AI-powered tools into business processes to eliminate bottlenecks and improve overall productivity.Process improvement mindset (standardization, templates, repeatable delivery, and continuous improvement)Ability to manage multiple workstreams with attention to detail and deadlinesWhy you should apply:Paid Time Off401k (8% match)College Tuition Benefits/ Tuition ReimbursementGood Benefits optionsCompany Culture! Cultural and Holiday celebrations, Theme days like Star Wars Day & Bring your Kids to Work Day, Monthly Townhalls and Quarterly Company Meetings that ensure awareness, inclusion, and transparency.The starting salary range for this full-time position in is $69800 - $87300 per year. This base pay will take into consideration internal equity, candidate's geographic region, job-related knowledge and experience among other factors. Origence maintains a highly competitive compensation program. Under company guidelines, this position is eligible for an annual bonus to provide an incentive to achieve targeted goals. Bonuses are awarded at company's discretion on an individual basis.Origence is an equal opportunity employer. All recruitment, hiring, training, compensation, benefits, discipline, and other terms and conditions of employment will be based upon an individuals' qualifications regardless of race, religion, color, sex, gender identity, sexual orientation, national origin, ancestry, military service, marital status, pregnancy, age, protected medical condition, genetic information, disability or any other category protected by federal, state or local law.#J-18808-Ljbffr

About the Company

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Origence