Loan Consultant

This is a fully remote position, open to applicants in Nebraska.

📋 Description

• Collaborate with clients to understand their goals and provide customized recommendations and solutions that meet their requirements.

• Conduct training sessions and facilitate discussions on best practices with client groups, both in-person and online, to improve their knowledge and use of the Premier Core system.

• Assess processes and workflows to guarantee that deposit products fulfill client expectations and adhere to industry standards.

• Record all activities, challenges, and resolutions in a client-focused operational format, offering follow-up support and fostering strong client relationships.

• Relay customer feedback for product improvements and ensure appropriate follow-up by relevant teams.

• Replicate or simulate customer issues to effectively resolve user operational challenges.

• Work in conjunction with personnel from other departments to address problems or inquiries, provide technical support, and ensure proper resolution management.

• Collaborate closely with Account Managers and Client Partners to oversee service delivery and product performance.

• Engage in continuous training to attain the level of technical expertise necessary for effectively tackling complex challenges.

• Actively participate in team initiatives to create training materials, client presentation strategies, and internal Advisory Services administrative processes.

• Undertake additional responsibilities as necessary to contribute to the overall success of the client advisory team.

⛳️ Requirements

• A preferred bachelor's degree in business administration, finance, or equivalent professional experience.

• 3-5 years of experience with Fiserv Premier applications, especially in Loan Accounting System, Collateral Accounting System, Customer Information File, Transaction Management system, Collateral, Tran Codes, Interest 3 method, Escrow, Premier Loan Specification, and substantial experience in loan operations, including analysis and profitability assessments of deposit accounts.

• 2-5 years of experience in banking operations and back-office functions, particularly related to deposits and account management.

• At least three years in client/customer service support roles; training experience is advantageous.

• Willingness to travel domestically 40% to 65% of the time.

• You must currently have valid and unrestricted U.S. work authorization to be considered for this position.

• Candidates with temporary visas including, but not limited to, F-1 (OPT, CPT, STEM), H-1B, H-2, or TN, or any individuals requiring sponsorship, now or in the future, will not be considered for this role.

🏝️ Benefits

• Fuel Your Life program to enhance physical, financial, social, and emotional well-being.

• Paid holidays and generous leave policies.

• Complimentary mental health support through Employee Assistance Programs.

• Living Proof program to acknowledge your peers’ exceptional efforts with points redeemable for rewards.

• Eight Employee Resource Groups designed to promote a collaborative culture and expand your network.

• Exceptional professional growth opportunities with training, development, and internal mobility.

• Retirement planning and discounted shares available through the Employee Stock Purchase Plan.

• Medical, dental, vision, life, and disability insurance options accessible from day one.

• Tuition assistance and reimbursement programs.

• Paid parental, caregiver, and military leave.