Senior Implementation Engineer (Lending) jobs in United States
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Clutch · 1 month ago

Senior Implementation Engineer (Lending)

positionUnited States
timeFull-time
remoteRemote
senioritySenior Level

Clutch is a revolutionary vertical SaaS company focused on transforming the engagement of Credit Unions with their members. The Senior Implementation Engineer will lead the implementation of Clutch's platform for Credit Union customers, ensuring successful project execution and customer satisfaction through effective training, configuration, and support.

FinanceFinancial ServicesFinTech
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H1B Sponsor Likelynote

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

Lending experienceImplementation engineeringClient engagementUnderwriting knowledgeRegulatory complianceProactive communicationTestingQADocumentation skills

Required

Prior experience in lending is a strong asset for the role
High agency and a consultative approach to client implementations
Strong technical foundation
Proactive communicators to ensure internal teams remain aligned
Ability to 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
Document 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

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Clutch transforms Credit Unions into FinTechs, enhancing loan and deposit onboarding.
dateFounded in 2020
location
Half Moon Bay, California, USA
people-size51-200 employees
web-link
https://www.withclutch.com

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 Stage
Total Funding
$106M
Key Investors
Alkeon Capital
2025-01-23Series B· $65M
2021-04-01Series A· $41M
2020-08-19Seed

Leadership Team

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Nicholas Hinrichsen
CEO / Co-Founder
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Recent News

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2025-12-02
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Company data provided by crunchbase