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

KPMG US; New York (NY); On-site; USD 80,000 - 120,000; Full time

Job summary

A leading company in financial services is seeking a Senior Associate to enhance client operations and implement customized models. The role involves advising clients, conducting assessments, and mentoring team members. Candidates should have a strong background in technology project management and loan operations, with excellent communication skills and the ability to travel extensively.

Benefits

Comprehensive benefits package

Commitment to diversity and inclusion

Qualifications

• Minimum three years of experience in financial services.
• Loan operations experience including origination and servicing.
• Strong background as a business or technical analyst.

Responsibilities

• Advise clients on operational efficiencies and customized operating models.
• Conduct assessments and develop target state operating models.
• Support proposal and business development activities.

Skills

Technology project management

Business process

Information systems

Client management

Project management

Effective communication

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.

**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 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. Help 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, audit, tax, 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 background as a business or technical analyst with knowledge of operational processes and industry protocols.
• Ability to assess and enhance IT processes, with leadership, client management, and project management skills.
• Effective verbal and written communication skills.
• Travel may be up to 80-100%.
• Authorized to work in the US without visa sponsorship.

**Additional Information:**

KPMG offers a comprehensive benefits package, competitive salary ranges depending on location, and a commitment to diversity and inclusion. For salary details by city, visit this link. We encourage qualified candidates to apply promptly as we recruit on a rolling basis.