Associate Advanced, BPS Ops – Settlements

FIS

Associate Advanced role providing client support for loan settlements and asset onboarding at fintech company FIS. Responsible for managing loan closings and trade reconciliations under minimal supervision.

Posted 4/28/2026full-timeRemote • Pennsylvania, Texas • 🇺🇸 United StatesJuniorMid-Level💰 $24 - $35 per hourWebsite

About the role

Key responsibilities & impact

The Settlement Team is responsible for primary and secondary market loan settlements
Provides client support for loan settlements, deals, and asset onboarding
Monitors and manages large volumes of loan closings
Reconciles pending trades to client’s trade tickets/blotter
Updates data and coordinates trade closings among counterparties
Reviews funding memos for discrepancies prior to settlement
Prepares loan settlement or special client request reports
Works under minimal supervision on complex projects and may coach and/or mentor junior associates

Requirements

What you’ll need

Bachelor’s degree in finance, accounting, related field, or equivalent combination of education, training, and work experience
Typically, 4 or more years’ experience in accounting or finance with knowledge of securities, par, and trade fee calculations
Exposure to high volume transaction processing and reconciliations
Capable of interpreting credit agreements, alongside direct work experience with transfer documentation
High proficiency in Excel and advanced Microsoft Office skills

Benefits

Comp & perks

A voice in the future of fintech
Always-on learning and development
Collaborative work environment
Opportunities to give back

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

loan settlementstrade reconciliationstransaction processingfunding memos reviewdata updatingtrade closing coordinationcredit agreements interpretationExcel proficiencyMicrosoft Office advanced skills

Soft Skills

client supportproject managementcoachingmentoringattention to detailproblem-solving

Certifications

Bachelor’s degree in financeBachelor’s degree in accountingrelated field degree