Fiserv

6 days ago

Conversions - Advisor I

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 6 hours agoStatus: Live

Job Summary

Support financial institutions moving loan portfolios onto the Cleartouch platform. Review and validate loan data, mapping, setup, balancing, and reconciliation results across mortgage, commercial, and consumer loans. Lead client discussions (onsite and remote), investigate discrepancies, configure loan parameters in Cleartouch, and train clients on servicing workflows. Participate in onsite implementation and go-live activities, including limited weekend work as needed.

Location: Milwaukee

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Mid level

Key Responsibilities

•Analyze converted loan data to validate mapping, setup, balancing, and reconciliation across loan portfolio types.
•Lead onsite and remote client meetings to review conversion findings, confirm requirements, and coordinate implementation activities.
•Review reports and query results to identify discrepancies and investigate exceptions for timely issue resolution.
•Partner with internal conversion teams and client stakeholders to align servicing processes, business rules, and operational requirements.
•Configure and validate loan parameters in Cleartouch and train clients on loan operations workflows and day-to-day platform use.

Travel: Low travel

Pay and Benefits

Perks:Paid HolidaysHealth InsuranceDentalVisionLife InsuranceDisability401kTuition AssistanceParental LeaveEquity

Key Requirements

•6+ years of experience in banking, lending, loan operations, or loan servicing with client-facing operational or implementation work.
•6+ years analyzing loan data, balancing portfolios, reconciling results, and resolving exceptions using reporting/query tools or similar validation methods.
•Experience using Microsoft Office (including Excel) to analyze data, compare outputs, and document findings.
•Experience leading client meetings to explain conversion results and support implementation in onsite or remote environments.
•Bachelor’s degree in finance, business, accounting, information systems, or a related field, or equivalent education plus relevant experience/military experience.

Experience:6+ yearsFinancial servicesBankingLendingLoan operationsLoan servicing

Education:Bachelor's

Skills:Client communicationProblem-solvingDocumentationData analysisStakeholder collaboration

Tech Stack:Microsoft OfficeExcelCleartouch

Eligibility

Visa:F-1H-1BH-2TN

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Fiserv

Provides payments, processing services, risk management, and core banking technology to financial institutions, merchants, and businesses worldwide, enabling digital payments, account processing, and financial services integration.

Industry: Fintech Infrastructure

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Brookfield, United States

Founded: 1984

Website LinkedIn

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Fiserv

6 days ago

Conversions - Advisor I

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 6 hours agoStatus: Live

Job Summary

Location: Milwaukee

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Mid level

Key Responsibilities

•Analyze converted loan data to validate mapping, setup, balancing, and reconciliation across loan portfolio types.
•Lead onsite and remote client meetings to review conversion findings, confirm requirements, and coordinate implementation activities.
•Review reports and query results to identify discrepancies and investigate exceptions for timely issue resolution.
•Partner with internal conversion teams and client stakeholders to align servicing processes, business rules, and operational requirements.
•Configure and validate loan parameters in Cleartouch and train clients on loan operations workflows and day-to-day platform use.

Travel: Low travel

Pay and Benefits

Perks:Paid HolidaysHealth InsuranceDentalVisionLife InsuranceDisability401kTuition AssistanceParental LeaveEquity

Key Requirements

•6+ years of experience in banking, lending, loan operations, or loan servicing with client-facing operational or implementation work.
•6+ years analyzing loan data, balancing portfolios, reconciling results, and resolving exceptions using reporting/query tools or similar validation methods.
•Experience using Microsoft Office (including Excel) to analyze data, compare outputs, and document findings.
•Experience leading client meetings to explain conversion results and support implementation in onsite or remote environments.
•Bachelor’s degree in finance, business, accounting, information systems, or a related field, or equivalent education plus relevant experience/military experience.

Experience:6+ yearsFinancial servicesBankingLendingLoan operationsLoan servicing

Education:Bachelor's

Skills:Client communicationProblem-solvingDocumentationData analysisStakeholder collaboration

Tech Stack:Microsoft OfficeExcelCleartouch

Eligibility

Visa:F-1H-1BH-2TN

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Fiserv

Industry: Fintech Infrastructure

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Brookfield, United States

Founded: 1984

Website LinkedIn