Associate Advisory Services Consultant & BI

Origence • Irvine, CA

5d • $69,800 - $87,300

About The Position

About Origence With 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 Youll Be Doing: Client Consulting & Communication Support 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 & Recommendations Build 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. Sales & Marketing Support 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. Customer Satisfaction & Post-Engagement Follow-Up 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

Requirements

• 2+ years of experience in consulting, client success, implementations, business analysis, operations, or a related role
• 2+ years in lending industry preferably credit union space
• Experience gathering requirements, documenting workflows, and translating findings into actionable recommendations
• Strong analytical skills; comfort working with data in spreadsheets and creating client-ready summaries
• Experience working in financial services, lending, or credit unions
• Experience with loan origination systems (LOS) and/or decisioning/credit strategy concepts
• Strong oral and written communication skills; able to present findings clearly to both technical and non-technical audiences
• Comfortable facilitating meetings, taking structured notes, and driving follow-ups to closure
• Ability to learn new systems rapidly and provide training and support to others
• Strong 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 preferred
• Integrate 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 deadlines
• Some travel required

Responsibilities

• Support 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.
• Build 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.

Benefits

• Flexible Working Environment
• Paid Time Off
• 401k (8% match)
• College Tuition Benefits/ Tuition Reimbursement
• Good Benefits options
• Company 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 251-500 employees