Job Summary We are seeking a technically astute Pre-Sales and Solutions Architect with deep domain expertise across BFSI operations, specifically banking and US mortgage services. This role demands a strong understanding of end-to-end business processes and the ability to identify and propose technology-led transformation strategies that enhance productivity, reduce manual effort, and improve customer and operational outcomes. The ideal candidate thrives in client conversations, understands operational nuances, and connects the dots between process pain points and emerging technologies. Key Responsibilities
- Participate / Support in client discovery calls to understand as-is processes and identify inefficiencies or transformation opportunities.
- Evaluate business workflows across banking, lending, and mortgage functions to determine where technology can enhance speed, quality, and control.
- Recommend relevant digital enablers-such as automation, workflow orchestration, AI / ML, document intelligence, or low-code tools-to optimize business processes.
- Collaborate with the ops / sales teams the creation of solutions, use-case roadmaps, and transformation proposals tailored to client needs and regulatory environments.
- Collaborate with cross-functional stakeholders to define business requirements and align technical solution components.
- Develop solutions in pre-sales engagements through demos, pitch decks, and architecture walkthroughs with a focus on ROI and business value.
Required Skills & Qualifications
Bachelor's or Master's degree in Technology, Business, Finance, or a related field.7+ years of experience in the BFSI domain, with 4+ years in transformation, solutioning, or technical consulting roles for US clients.Strong understanding of BFSI processes including Banking, origination, servicing, default management, and investor reporting.Strong MS Office skills, capability presentations / pitch decks / proposals development, etc.Hands-on knowledge of tools like RPA (e.g., UiPath, Automation Anywhere), workflow platforms, AI, and data analytics solutions.Excellent communication, stakeholder management, and analytical skills.Preferred Qualifications
Certifications such as Six Sigma.Experience designing solutions using AI / ML models, OCR / IDP tools, or low-code / no-code platforms.Familiarity with core banking systems, loan origination platforms (e.g., Encompass, Empower), and CRM ecosystems.VDart : Digital Consulting & Staffing Solutions
VDart is a leading digital consulting and staffing company founded in 2007 and headquartered in Alpharetta, Georgia. VDart is one of the top staffing companies in USA & also provides technology solutions, supporting businesses in their digital transformation journey. Digital consulting services, Digital consulting agency
Core Services :
Digital consulting and transformation solutionsComprehensive staffing services (contract, temporary, permanent placements)Talent management and workforce solutionsTechnology implementation servicesKey Industries : VDart primarily serves industries such as automotive and mobility, banking and finance, healthcare and life sciences, and energy and utilities. VDart - Products, Competitors, Financials, Employees, Headquarters Locations
Notable Partnership : VDart Digital has been a consistently strong supplier for Toyota since 2017 Digital Transformation Consulting & Strategy Services | VDart Digital , demonstrating their capability in large-scale digital transformation projects.
With over 17 years of experience, VDart combines staffing expertise with technology solutions to help organizations modernize their operations and build skilled workforce capabilities across multiple sectors.