Position Summary
The Lead Process Engineer is responsible for documenting, designing, and continuously optimizing the operating processes that power AIO Logic’s AXIS platform and its client implementations across the BFSI ecosystem.
This role serves as the process architect at the intersection of:
BFSI domain experts (credit, collateral, servicing, accounting)
Product and Engineering teams
Client Implementation and Client Success teams
The Lead Process Engineer’s mandate is to eliminate fragmentation across data, systems, roles, and workflows by translating real-world lender operations into automation-ready, auditable, and scalable process architectures embedded directly into AXIS.
This is a foundational role in AIO Logic’s mission to transform BFSI operations from manual, people-dependent execution into a system-driven, automated operating model.
Key Responsibilities
AXIS Process Architecture & Operating Model Design
Own end-to-end process documentation and architecture across AXIS, including:
Loan origination, underwriting, and onboarding
Loan servicing, amendments, and lifecycle events
Borrowing base automation and ineligible analysis
Collateral monitoring (A/R, inventory, reserves, eligibility)
Financial spreading, portfolio analytics, and reporting
Loan accounting and compliance workflows
Decompose lender operations into standardized process modules that are:
Reusable across clients
Parameterized by credit policy
Executable by software rather than manual intervention
Define process taxonomies, states, events, controls, and exception paths aligned with AXIS data and workflow engines
Automation-First Process Engineering
Design all processes with an automation-first mindset, explicitly identifying:
Straight-through processing paths
Decision rules versus judgment-based steps
Deterministic logic versus AI-assisted automation
Partner with Product and Engineering to translate process designs into:
Workflow orchestration
Rules engines
AI-enabled analytics and automation components
Ensure AXIS workflows are auditable, explainable, and regulator-ready
Client Implementation & Migration Enablement
• Serve as the process authority during client implementations
• Define and govern:
• Current-state to future-state process mappings
• Data migration, normalization, and transformation flows
• Cutover, validation, and parallel-run processes
• Reduce implementation risk by ensuring process clarity precedes configuration
• Identify recurring client-specific deviations and convert them into platform-level patterns
Embedded Risk, Controls & Compliance
• Engineer controls directly into workflows, rather than layering them on post hoc
• Ensure platform support for:
• Credit policy enforcement
• Eligibility and advance-rate logic
• Approval hierarchies and audit trails
• Data lineage and explainability
• Partner with client Risk, Credit, Audit, and Compliance teams to ensure AXIS processes are defensible in examinations and audits
Metrics, Analytics & Continuous Improvement
• Define process KPIs aligned to AIO Logic’s value proposition, including:
• Cycle-time reduction
• Error and exception rates
• Automation coverage
• Cost-to-serve reduction
• Use AXIS data to create closed-loop feedback between:
• Client behavior
• Platform usage
• Process design improvements
• Continuously evolve the platform’s process layer using Lean and systems-engineering principles
Internal Enablement & Methodology Ownership
• Act as a steward of AIO Logic’s process and implementation methodology
• Create and maintain:
• Reference architectures
• Process blueprints
• Playbooks and training materials
• Mentor implementation leads, subject-matter experts, and product managers on process thinking vs. task execution
• Elevate how AIO Logic communicates about process with clients, partners, and the market
Core Competencies
• Process & Systems Thinking
• Automation-First Design
• BFSI Operating Model Expertise
• Workflow & Rules Engineering
• Risk, Controls & Compliance Integration
• Client Implementation Enablement
• Cross-Functional Leadership
• Metrics-Driven Continuous Improvement
• Executive & Technical Communication
Required Qualifications
MBA or advanced technical degree preferred, not required
Demonstrated experience translating real-world operational requirements into coherent, scalable workflows and systems
Proven ability to coordinate across cross-functional teams (Product, Engineering, Operations, Clients)
Strong familiarity with commercial lending, structured finance, or loan servicing strongly preferred
Technology & Domain Fluency
End-to-end process modeling (BPMN or equivalent)
Workflow orchestration and decision frameworks
Rules engines and policy-driven logic
Data normalization and integration patterns
Comfort partnering closely with Product and Engineering teams
BFSI Domain Expertise (Preferred)
Deep intuition for asset-based lending (ABL
)
and specialty finance operations
Strong understanding of risk, controls, and audit realities
Ability to engage credibly with:
Credit officers
Collateral analysts
Controllers and CFOs
What We Offer
Opportunity to shape the core operating model of a next-generation fintech SaaS platform
High-impact role influencing product architecture, client success, and regulatory readiness
Collaborative, mission-driven culture focused on automation, rigor, and outcomes
Competitive compensation with performance-based incentives
Comprehensive benefits package and long-term growth opportunities
Equal Employment Opportunity & Compliance
AIO Logic, Inc. is an equal opportunity employer. We are committed to building an inclusive workplace and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, genetic information, or any other characteristic protected by applicable federal, state, or local law.
AIO Logic provides reasonable accommodations to qualified individuals with disabilities and to individuals with sincerely held religious beliefs, in accordance with applicable law.
This position is open to candidates authorized to work in the United States. AIO Logic does not currently offer visa sponsorship.