Loan Consultant

Fiserv

Premier Loan Consultant on the Client Advisory team at Fiserv enhancing client satisfaction and providing tailored solutions. Leveraging expertise in strategic planning and client engagement in the fintech sector.

Posted 5/21/2026full-timeRemote • New York • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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, and 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.

Benefits

Comp & perks

Remote work
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Fiserv Premier applicationsLoan Accounting SystemCollateral Accounting SystemCustomer Information FileTransaction Management systemCollateralTran CodesInterest 3 methodEscrowPremier Loan Specification

Soft Skills

client relationship buildingcommunicationtraining facilitationproblem-solvingcollaborationtechnical assistancecustomer serviceadaptabilityteamworkorganizational skills

Certifications

bachelor's degree in business administrationbachelor's degree in finance