Loan Consultant

Job Description:

  • Act in partnership with clients to identify their objectives and deliver tailored suggestions and solutions that align with their needs.
  • Lead training sessions and facilitate best practice discussions with client groups, both onsite and virtually, to enhance their understanding and utilization of the Premier Core system.
  • Review processes and workflows to ensure that deposit products meet client expectations and industry standards.
  • Document all activities, challenges, and resolutions in a client-facing operational format, providing follow-up support and building strong client relationships.
  • Communicate customer suggestions for product enhancements and ensure proper handling and follow-up by relevant teams.
  • Simulate or recreate customer issues to effectively resolve user operating difficulties.
  • Collaborate with other department personnel to discuss problems or inquiries, offer technical assistance and ensure proper resolution handling.
  • Work closely with Account Managers and Client Partners to monitor service delivery and product performance.
  • Participate in ongoing training to achieve the level of technical expertise required to address complex challenges effectively.
  • Engage actively in team efforts to develop training materials, client presentation methods, and internal Advisory Services administrative processes.
  • Perform other duties as required to contribute to the overall success of the client advisory team.

Requirements:

  • Preferred bachelor's degree in business administration, Finance, or equivalent work experience.
  • 3-5 years of experience with Fiserv Premier applications, particularly in Loan Accounting System, Collateral Accounting System, Customer Information File, Transaction Management system, Collateral, Tran Codes, Interest 3 method, Escrow, Premier Loan Specification
  • Extensive experience in Loan operations, including analysis and profitability assessments of deposit accounts.
  • 2-5 years of experience in banking operations and back-office functions, specifically related to deposits and account management.
  • Minimum of three years in client/customer service support roles; training experience is a plus.
  • Willingness to travel domestically 40% to 65% of the time.
  • You must currently possess valid and unrestricted U.S. work authorization to be considered for this role.

Benefits:

  • Fuel Your Life program to support physical, financial, social, and emotional well-being
  • Paid holidays and generous time away policies
  • No-cost mental health support through Employee Assistance Programs
  • Living Proof program to recognize your peers’ extra effort with points redeemable for rewards
  • Eight Employee Resource Groups to foster a collaborative culture and expand your network
  • Unparalleled professional growth with training, development, and internal mobility opportunities
  • Retirement planning and discounted shares with the Employee Stock Purchase Plan
  • Medical, dental, vision, life, and disability insurance options available day one
  • Tuition assistance and reimbursement program
  • Paid parental, caregiver, and military leave
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