Financial Service Consultant - LoanIQ

ABeam Consulting; New York (NY); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Disability & Life Insurance

Flexible spending accounts

Flextime off

401(k) with employer match

Job summary

ABeam Consulting is looking for a Financial Services Consultant specializing in Loan IQ in New York, NY. This role is essential in supporting data migration activities, requiring attention to detail and the capability to interact with various stakeholders effectively.

The ideal candidate has strong analytical skills, familiarity with banking operations, and proficiency in Microsoft Excel. Benefits include medical and dental coverage, 401(k) with employer match, and flexible spending accounts.

Qualifications

• Minimum of experience as a consultant in a financial institution preferred.
• Strong analytical and logical thinking skills.
• Ability to adapt to new tools and processes.

Responsibilities

• Support data migration activities for the Loan IQ system.
• Prepare structured data from source documents.
• Migrate data using an automated tool.
• Interact with IT and business stakeholders.

Skills

Attention to detail

Data analysis

Basic consulting skills

Microsoft Excel proficiency

Education

Bachelor’s degree or higher

Tools

UiPath

Microsoft Office (Excel)

Job description

Financial Services Consultant – Loan IQ

Candidate will be responsible for supporting data migration activities for the Loan IQ system. The role involves preparing structured data from source documents (such as PDFs and Excel files) and migrating the data into Loan IQ using an automated migration tool developed with UiPath. This position requires strong attention to detail and accuracy.

Minimum Qualifications

• Experience as a consultant, IT vendor, or employee of a financial institution (preferably a bank), with experience in one or more of the following areas for or within financial institutions (particularly banks):
• Business transformation initiatives
• Core banking system implementation or modernization
• Operational efficiency improvement initiatives
• Ability to analyze data discrepancies and identify root causes
• Strong attention to detail and ability to handle data accurately
• Ability to follow defined procedures and work independently in a structured environment
• Strong willingness and ability to learn new systems, processes, and tools
• Basic logical thinking and analytical skills — able to structure information and identify inconsistencies
• Basic consulting skills: organized work habits, quality‑conscious, and able to take ownership of assigned tasks
• Clear and professional communication skills — able to interact with IT and business stakeholders in a respectful and structured manner
• Ability to document and report work progress and findings in a clear, concise manner
• Proficiency in Microsoft Office tools, especially Excel (data entry, formatting, and basic functions)
• Ability to travel as needed

Desired Qualifications

• Understanding of loan lifecycle and lending operations (origination, booking, servicing, repayment)
• Knowledge of loan product structures (term loan, revolver, syndicated loan)
• Basic familiarity with Loan IQ data model and key entities (deal, facility, circle, outstanding)
• Experience in data migration or system implementation projects
• Basic knowledge of lending operations or loan‑related data
• Familiarity with UiPath or other RPA tools
• Experience working with structured/unstructured data sources (e.g., PDF, Excel)
• Ability to quickly learn and adapt to new tools, systems, and business processes
• Bachelor’s degree or higher, or equivalent practical experience

Technical Certifications

• Microsoft Office Specialist (Excel) or equivalent certification – Nice to have
• Certification in data analytics, data handling, or process automation – Nice to have
• Robotic Process Automation (RPA) related certifications – Nice to have
• Basic IT or data‑related certifications (e.g., database or data processing fundamentals) – Nice to have

Benefits

• Medical
• Dental
• Vision
• Disability & Life Insurance
• Flexible spending accounts
• Flextime off
• 401(k) with employer match

ABeam Consulting provides all qualified applicants consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability, protected veteran status, or any other legally protected class, in accordance with applicable law. ABeam Consulting participates in E‑Verify.