Associate I – Global Asset Administration
FIS
full-time
Posted on:
Location Type: Hybrid
Location: Houston • Pennsylvania • Texas • United States
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Salary
💰 $0 - $999,999,999 per year
About the role
- The Associate I supports core operational and client‑service activities within the Global Asset Administration team.
- Review, analyze, and interpret funding‑related documentation and correspondence to ensure accuracy and completeness.
- Process loan settlements and account‑level transactions in accordance with regulatory requirements and internal policies.
- Perform high‑risk servicing tasks, including payment and research corrections, loan payoffs, fee processing, modifications, and account closures.
- Research and resolve internal and external inquiries, providing clear, timely, and service‑focused support across phone, email, and workflow systems.
- Conduct quality reviews on loan records and processing activities to ensure data integrity and compliance.
- Monitor daily reports, follow up on outstanding items, and maintain thorough case documentation.
- Accurately enter and update data, routing items requiring specialist review and escalating complex issues with complete case notes.
- Build foundational knowledge of products, systems, and processes to address inquiries and troubleshoot issues effectively.
- Maintain a strong customer‑service mindset, adapting to evolving processes and contributing to a seamless client experience.
- Collaborate with internal partners—including operations, product, risk, and technology—to resolve escalated or complex concerns.
- Meet defined performance standards for quality, productivity, and attendance.
- Support continuous improvement by identifying recurring issues and recommending process or documentation enhancements.
Requirements
- Typically, up to 2 years’ experience in banking/finance industry
- Proficiency with Microsoft Office, including basic Excel skills
- Strong analytical, reporting, and problem‑solving abilities
- Ability to read and interpret credit agreements and related loan documents
- Excellent verbal and written communication skills
- Exceptional attention to detail and accuracy
- Able to exercise sound judgment, manage multiple tasks, and prioritize effectively
- Self‑starter who takes initiative and ownership of responsibilities
- Collaborative team player with strong interpersonal skills
- Consistently meets deadlines, targets, and scheduling requirements with flexibility
Benefits
- A voice in the future of fintech
- Always-on learning and development
- Collaborative work environment
- Opportunities to give back
- Competitive salary and benefits
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
data entryloan settlementsaccount-level transactionsquality reviewsanalytical skillsreportingproblem-solvingcredit agreements interpretationMicrosoft OfficeExcel
Soft Skills
attention to detailcommunication skillsjudgmenttime managementinitiativecollaborationinterpersonal skillsflexibilitycustomer service mindsetself-starter