Premier Loan Consultant

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Job Title

Premier Loan Consultant

Job Title: Premier Loan Consultant – Client Advisory Services

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.

Required Qualifications:

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.

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).

Our commitment to Equal Opportunity:

Fiserv is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity, sexual orientation, age, disability, protected veteran status, or any other category protected by law. 

If you have a disability and require a reasonable accommodation in completing a job application or otherwise participating in the overall hiring process, please contact AskHR.US@fiserv.com. Please note our AskHR representatives do not have visibility to your application status. Current associates who require a workplace accommodation should refer to Fiserv’s Disability Accommodation Policy for additional information.

Note to agencies:

Fiserv does not accept resume submissions from agencies outside of existing agreements. Please do not send resumes to Fiserv associates. Fiserv is not responsible for any fees associated with unsolicited resume submissions.

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