Job Description

Role Description

The Client Advisory team is a specialized group of Subject Matter Experts supporting various product lines across Fiserv. The role of Premier Loan Consultant is pivotal in enhancing the performance, learning, and interactions between the Advisory Service team and our esteemed clients, partners, and consumers. This is an excellent opportunity for you to leverage your expertise in strategic planning and client engagement to drive success, ensure quality service delivery, and enhance client satisfaction.

The Client Advisory team aims to be the strategic partner for our clients and business partners, both internal and external to our operations. The Loan Consultant will provide expertise in Premier Core reviews, ensuring long-term strategic success for our clients. You will play a crucial role in conducting Premier Operational Reviews and Premier Loan Specification Reviews.

• 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.

Qualifications

• Preferred bachelor's degree in business administration, Finance, or equivalent work experience.

Requirements

• 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.
• 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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