Operations Advisor - Investor Reporting - Midland

PNC Financial Services; Boca Raton (FL); Hybrid; USD 70,000 - 90,000; Full time

Job summary

PNC Financial Services is seeking an Operations Advisor in the Midland organization, based in the Boca Raton area. The role focuses on accurate reporting and remittance of funds under servicing agreements for assigned contracts, with compliance to regulatory standards.

The successful candidate will have 4+ years in loan servicing (investor reporting preferred), strong financial/cash movement knowledge, and proven ability to work independently, manage time effectively and mentor peers.

Qualifications

• Minimum four years of loan servicing experience, preferably in investor reporting.
• Strong understanding of financial calculations and cash movement concepts.
• Exceptional time management and prioritization skills.
• Highly organized and detail oriented.
• Demonstrated independent problem solving capability.
• Sound decision making skills.
• Ability to work independently and lead peers on complex reporting.
• Strong analytical skills.

Responsibilities

• Supports a critical operational service, ensuring performance and risk indicators are met.
• Establishes and monitors process performance measurements and reports to stakeholders.
• Monitors production workflow and assists team members with escalated issues; acts as escalation point.
• Drives improvements in production processes and controls for efficiency and accuracy.
• Ensures adherence to policies and regulatory standards; conducts risk mitigation.

Skills

Loan servicing

Investor reporting

Regulatory compliance

Analytical skills

Time management

Detail oriented

Leadership

Problem solving

Education

Bachelor's degree

Job description

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As an Operations Advisor within PNC's Midland organization, you will be based within the PNC Midland footprint.

As an Operations Advisor within PNC’s Investor Reporting team, this position is primarily responsible for accurate and timely reporting and remitting funds as dictated by the related servicing agreements for the assigned contracts, while mitigating risk by meeting all regulatory and compliance requirements.

The successful candidate for Investor Reporting will have the following skills and characteristics:

• Minimum four years of loan servicing experience, preferably in investor reporting; equivalent experience in complex financial operations will be considered.
• Strong understanding of financial calculations and cash movement concepts
• Exceptional time management and prioritization skills
• Highly organized and detail oriented
• Demonstrated independent problem solving capability
• Sound decision making skills
• Ability to work independently
• Strong analytical skills
• Demonstrated leadership skills, including mentoring peers, providing guidance on complex reporting and reconciliation issues, and proactively supporting team objectives, operational controls, and risk mitigation efforts.

This position may be eligible for remote work in select geographic locations, subject to approval by PNC. If approved, work must be conducted from a quiet, secure, and confidential home-based workspace. Occasional in-office participation may be required based on business needs.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

• Supports a critical operational support service, process, capability or initiative within an operational unit and ensures performance and/or risk indicators are met.
• Establishes and monitors process performance measurements and business impact. Prepares performance statistics and reports for internal stakeholders and senior management.
• Monitors the production workflow and assists team members with escalated process issues. Independently identifies and resolves exceptions and serves as a point of escalation.
• Monitors effectiveness and efficiency of production and/or process. Determines and/or drives change and improvement efforts in production and/or processes.
• Ensures the business adheres to policies, procedures and regulatory standards. Independently resolves compliance issues and drives risk mitigation activities.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

• Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
• Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Preferred Skills

Accountability, Customer Solutions, Ensure Compliance, Personal Initiative, Process Improvements, Results-Oriented, Risk Mitigation Strategies, Standard Operating Procedure (SOP)

Competencies

Accuracy and Attention to Detail, Consulting, Decision Making and Critical Thinking, Effective Communications, Managing Multiple Priorities, Operational Functions, Problem Solving, Process Management, Products and Services, Standard Operating Procedures

Work Experience

Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Education

Bachelors

Certifications

No Required Certification(s)

Licenses

No Required License(s)

Language Assessments

No Required or Preferred Language Assessments

Application Window

Generally, this opening is expected to be posted for two business days from 09/28/2026, although it may be longer with business discretion.

Benefits

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at [e-mail]. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

Equal Employment Opportunity (EEO)

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.