Fiserv

Premier Loan Consultant

Fiserv$70K — $95K *
US-AnywhereRemote in Nebraska, US
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in business administration, Finance, or equivalent experience preferred.
  • 3-5 years of experience with Fiserv Premier applications, particularly in Loan Accounting.
  • 2-5 years of experience in banking operations and back-office functions related to deposits.
  • Minimum of three years in client/customer service support roles; training experience is a plus.
  • Proficient in analyzing and assessing profitability of deposit accounts.

Responsibilities

  • Partner with clients to identify their objectives and provide tailored solutions.
  • Lead training sessions and facilitate discussions to improve client utilization of the Premier Core system.
  • Review processes and workflows to ensure alignment with client expectations and industry standards.
  • Document activities and resolutions to build strong client relationships.
  • Communicate product enhancement suggestions from customers to relevant teams.
  • Simulate customer issues to effectively resolve operating difficulties.
  • Collaborate with department personnel for inquiries and technical assistance to ensure proper resolutions.

Benefits

  • Fuel Your Life program for holistic well-being support.
  • Paid holidays and generous time away policies.
  • Free mental health support through Employee Assistance Programs.
  • Peer recognition program with redeemable reward points.
  • Access to eight Employee Resource Groups for networking and collaboration.
  • Extensive professional growth opportunities through training and development.
  • Retirement planning options and discounted shares with the Employee Stock Purchase Plan.
  • Comprehensive medical, dental, vision, life, and disability insurance from day one.
  • Tuition assistance and reimbursement program available.
  • Paid parental, caregiver, and military leave.
Full Job Description

Job Title

Premier Loan Consultant

Job Purpose: 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, Premier Loan Specification Reviews.  

Essential Job Responsibilities:

  • 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.

Education:

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

Job-Related 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.

Travel Requirements:

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

Sponsorship: You must currently possess valid and unrestricted U.S. work authorization to be considered for this role. Individuals with temporary visas including, but not limited to, F-1 (OPT, CPT, STEM), H-1B, H-2, or TN, or any candidate requiring sponsorship, now or in the future, will not be considered for this role.

Benefits at Fiserv:

· 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

This role is not eligible to be performed in Colorado, California, District of Columbia, Hawaii, Illinois, Massachusetts, Maryland, Minnesota, New Jersey, New York, Nevada, Rhode Island or Washington.

It is unlawful to discriminate against a prospective employee due to the individual's status as a veteran.

Please note that salary ranges provided for this role on external job boards are salary estimates made by outside parties and may not be accurate.

Thank you for considering employment with Fiserv.  Please:

  • Apply using your legal name
  • Complete the step-by-step profile and attach your resume (either is acceptable, both are preferable).

About Fiserv

CashEdge(R) provides infrastructure that global financial institutions rely on to extend their online channels and enhance customer profitability. CashEdge delivers secure Online Money Movement and Advanced Account Aggregation platforms that power specialized retail banking and advisor applications. These proven solutions enable CashEdge's clients to create compelling online offerings that attract customers, generate revenues, and reduce costs. CashEdge serves top-tier financial institutions around the world. Clients and partners include Vanguard, RBC Financial Group, CIBC, Yahoo! Finance, Digital Insight, First Data, TD Canada Trust, NYCE, Laurentian Bank, Financial Fusion and Corillian. CashEdge has offices in New York and Silicon Valley.

Fiserv Careers

Join the Fiserv team today and be part of a dynamic company known for innovation, leadership, and a commitment to the professional growth of its employees. At Fiserv, we offer more than just job opportunities; we provide a platform where skills are honed, leadership is cultivated, and career aspirations are achieved. Work You’ll Do At Fiserv, we are constantly on the lookout for talented individuals eager to thrive in a culture that fosters growth and diversity. Our team is composed of professionals who lead the way in financial services technology. By joining us, you will collaborate with some of the brightest minds in the industry, working together to solve complex challenges and deliver innovative solutions that impact millions of people every day. Explore Our Job Opportunities Whether you're seeking an entry-level position or a more senior role, Fiserv offers a range of career paths in areas such as software development, project management, financial analysis, and client services. Our hiring process is designed to identify and attract individuals who are not only technically proficient but who also embody our values of integrity and responsibility. Internship Programs Kickstart your career with a Fiserv internship. Our internships provide invaluable workplace experience and networking opportunities that often lead to full-time employment. As an intern, you’ll gain hands-on experience while working on meaningful projects that directly contribute to the company’s goals. Benefits and Culture Fiserv is committed to the well-being and continuous development of our employees. We offer competitive benefits including health, dental, and vision insurance, as well as opportunities for professional development through leadership training and diversity programs. Our culture is one of inclusion, where every team member is valued and has the opportunity to contribute to our success. Career Growth and Development We believe in nurturing the potential of our employees through career development initiatives and continuous learning opportunities. At Fiserv, you will find a supportive environment where you can grow your career through on-the-job experiences, mentoring, and formal training. Stay Connected Join Our Team Search open positions that match your skills and interests. We look for passionate, curious, creative, and solution-driven team players. Start your journey with Fiserv today and help shape the future of financial services. Keep Up to Date Stay ahead with career tips, insider perspectives, and industry-leading insights you can put to use today—all from the people who work here. Job Alert Emails Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding career opportunities that await at Fiserv. Explore, innovate, and grow with Fiserv. Let your career journey begin here, where you can make a real difference in the world of finance.
Learn more about Fiserv
Size
44,000 employees
Market Cap
$63.4 billion
Industry
Net Income
$958 million
Founded
1984
5 Year Trend
+24.1%
Revenue
$14.8 billion
NASDAQ

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