Securities Operations Associate I

FIS; Milwaukee (WI); On-site; USD 46,000 - 60,000; Full time

Benefits offered by this job

High responsibility role

International work environment

Competitive salary

Collaborative culture

Career growth opportunities

Job summary

FIS in Milwaukee seeks a Loan Operations Analyst to review and process loan accounts, ensuring accuracy and regulatory compliance. The role involves analyzing correspondence, maintaining accounts, and coordinating with clients and third parties to resolve questions.

You’ll perform quality control on loans, process payoffs, monitor insurance, and handle payments while meeting production standards in a collaborative, diverse fintech environment.

Qualifications

• High school diploma or GED with 2–3 years of experience.
• Excellent customer service skills to build high levels of customer satisfaction.
• Excellent verbal and written communication skills.
• Effective people skills and sensitivities when dealing with others.

Responsibilities

• Reviews, analyzes, and interprets correspondence related to account maintenance
• Ensures loan applications comply with governmental regulations and requirements by reviewing complex legal documents and regulatory requirements
• Performs quality control on new and existing loans using internal reports and loan documentation to verify data input is correct and documents accurate and in regulatory compliance
• Communicates professionally with clients and third parties through multiple channels
• Researches and resolves internal and externally submitted account questions and problems
• Performs high risk task processing including maintenance on accounts having regulatory or monetary implications, e.g., payment/research corrections, Reg Z disputes, loan payoff processing
• Meets production standards for account servicing tasks
• Completes account maintenance
• Processes loan payoff requests. Processes paid loans
• Follows up on insurance information, and processes insurance on accounts
• Processes payments and payment exceptions
• Performs escrow analyses. Prepares and executes annual escrow analyses
• Monitors daily reports and follows-up as required

Skills

Customer service

Communication

Attention to detail

Education

High school diploma or GED

Job description

Type Of Hire

Experienced (relevant combo of work and education)

Position Type

Full time

Type Of Hire

Experienced (relevant combo of work and education)

Job Description

We are FIS. Our technology powers the world’s economy and our teams bring innovation to life. We champion diversity to deliver the best products and solutions for our colleagues, clients, and communities. If you are ready to start learning, growing, and making an impact with a career in fintech, we would like to know~ Are you FIS?

What You Will Be Doing

• Reviews, analyzes, and interprets correspondence related to account maintenance
• Ensures loan applications comply with governmental regulations and requirements by reviewing complex legal documents and regulatory requirements (Loan Operations Analyst)
• Performs quality control on new and existing loans using internal reports and loan documentation to verify data input is correct and documents accurate and in regulatory compliance. (Loan Operations Analyst)
• Communicates professionally with clients and third parties through multiple channels (phone, email, workflow tools)
• Researches and resolves internal and externally submitted account questions and problems
• Performs high risk task processing including maintenance on accounts having regulatory or monetary implications, e.g., payment/research corrections, credit bureau dispute research, Reg Z disputes, loan payoff processing, fee processing, loan modifications. (Loan Operations Analyst)
• Meets production standards for account servicing tasks~
• Completes account maintenance
• Processes loan payoff requests. Processes paid loans
• Follows up on insurance information, and processes insurance on accounts
• Processes payments and payment exceptions
• Performs escrow analyses. Prepares and executes annual escrow analyses

Reconciliation

• Monitors daily reports and follows-up as required

Schedule~ Monday-Friday. 1st shift.

What You Bring

• High school diploma or GED. 2-3 years experience
• Excellent customer service skills that build high levels of customer satisfaction
• Ability to work a flexible schedule including evenings and weekends
• Excellent verbal and written communication skills
• Effective people skills and sensitivities when dealing with others

Added Bonus If You Have

• Banking or financial industry experience
• Experience working with basic technical issues in a banking environment

What We Offer You

• A multifaceted job with a high degree of responsibility and a broad spectrum of opportunities
• A modern, international work environment and a dedicated and motivated team
• A competitive salary and benefits
• A work environment built on collaboration, flexibility, and respect
• Varied and challenging work to help you grow your technical skillset

Privacy Statement

FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.

EEOC Statement

FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer~ In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.

Sourcing Model

Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

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