Location: Switzerland / Remote by arrangement
Workload: 80–100 %
Start: At the latest 01.10.2026
Project Duration: Initial 3 months, with option for extension
Level: Senior
Job Description
For an exciting digitization project in the Swiss banking environment, we are looking for an experienced Senior Consultant Financing.
The focus is on the further development and optimization of processes in the lending business, particularly in the area of mortgages and financing. Through the introduction of a new application for customer consulting and the downstream processes, there are numerous opportunities to further digitize, automate, and make workflows more efficient. We are looking for an experienced individual with solid knowledge of the Swiss lending business, who analyzes existing processes, identifies optimization potentials, and develops concrete recommendations for further implementation.
Tasks: IST analysis and optimization
- Analysis of existing processes and already identified optimization measures
- Collaboration with business stakeholders to evaluate existing proposals
- Identification of further pain points and previously undocumented improvement potentials
- Examination of the feasibility of measures together with the project team, legal, and compliance
- Creation and prioritization of a backlog for further implementation
Digitization, Automation, and AI
Identification of opportunities for automation along existing lending processes
Highlighting self-service potentials for customers and employees
Identification of meaningful applications of AI in the lending business
Collaboration with internal IT and subject matter experts in assessing technical feasibility
Implementation and Roadmap
Development of a concrete implementation proposal
Creation of a roadmap for prioritized measures
Identification of Quick Wins that can be implemented with little or no IT effort
Definition of medium-term measures that require adjustments to IT systems or process design
Preparation of results and recommendations for relevant stakeholders
Professional Requirements
Solid practical experience in the lending business, ideally in the Swiss banking or mortgage environment
Very good understanding of credit products and the associated customer and bank processes
Experience in process analysis and process optimization
Experience with digitization and the development of modern lending processes
Knowledge in the area of automation and ideally first experience with the use of AI in the financial environment
Experience in creating IST analyses and deriving concrete optimization measures
Ability to present complex issues clearly and appropriately for the audience
Technical Knowledge
Basic understanding of IT architectures and interfaces
Understanding of how business requirements can be integrated into existing or new applications
Experience in collaborating with IT teams on system adjustments or application launches
Experience with process modeling
Personal Competencies
Analytical and conceptual thinking
Structured and solution-oriented working style
Very good communication and presentation skills
Team-oriented personality with high cooperation ability
Independence and initiative
High sense of responsibility
Flexibility and adaptability
Language Skills: German: fluent in spoken and written