Senior Associate, Financial Services Banking Loan Operations - AFS/nCino/ACBS

KPMG US; Chicago (IL); On-site; USD 75,000 - 115,000; Full time

Job summary

An established industry player is seeking a Senior Associate to join their Financial Services Banking Loan Operations team. This role offers the opportunity to advise clients on enhancing revenue and operational efficiencies while designing tailored operating models. The ideal candidate will have a strong analytical background and experience in loan operations, including platforms like nCino and Loan IQ. This position requires excellent leadership and communication skills, along with a willingness to travel extensively. Join a dynamic team where your contributions will make a significant impact in the financial services sector.

Qualifications

• 3+ years of experience in technology project management or business process within financial services.
• Strong analytical background with knowledge of operational processes and industry protocols.

Responsibilities

• Advise clients on revenue enhancements and operational efficiencies.
• Conduct assessments and develop target state operating models.
• Mentor employees and support business development activities.

Skills

Technology Project Management

Business Process Analysis

Client Management

Leadership

Analytical Skills

Education

Bachelor's Degree in Finance

Bachelor's Degree in Accounting

Bachelor's Degree in Business

Bachelor's Degree in Computer Science

Tools

nCino

Loan IQ

ACBS

AFS

Job description

Senior Associate, Financial Services Banking Loan Operations - AFS/nCino/ACBS

Join to apply for the Senior Associate, Financial Services Banking Loan Operations - AFS/nCino/ACBS role at KPMG US.

Position Overview

KPMG is seeking a Senior Associate in our Financial Services Banking Loan Operations team. This role involves advising clients on revenue enhancements, operational efficiencies, and designing operating models within the financial services sector.

Responsibilities

1. Advise clients on revenue enhancements or operational efficiencies/scalability through the design and implementation of customized operating models.
2. Conduct current state assessments, perform industry/competitor research, develop gap assessments, and design target state operating models.
3. Assist KPMG teams through daily execution of activities, deliverables, project plans, and client presentations.
4. Support proposal and business development activities by identifying new target clients, building relationships, and developing proposals.
5. Mentor employees to grow and develop the practice.

Qualifications

• Minimum three years of experience in technology project management, business process, or information systems within financial services or advisory firms.
• Bachelor's degree in Finance, Accounting, Business, Computer Science, or related field.
• Loan operations experience including loan origination and servicing, with understanding of platforms like nCino, Loan IQ, ACBS, and AFS.
• Strong analytical background and knowledge of operational processes, trade flows, vendor systems, and industry protocols.
• Leadership, client management, and project management skills.
• Effective verbal and written communication skills.
• Willingness to travel up to 80-100%.
• Authorized to work in the U.S. without sponsorship.

Additional Information

Includes details on salary ranges, benefits, and legal compliance. KPMG is an equal opportunity employer and values diversity. Candidates are encouraged to apply promptly as recruiting is on a rolling basis.