Senior Associate, Financial Services Banking Loan Platforms

KPMG US; Charlotte (NC); On-site; USD 80,000 - 100,000; Full time

Job summary

A leading consulting firm seeks a Senior Associate to advise on Loan Origination and Servicing systems. This role involves project management, client relationship building, and mentoring team members. The ideal candidate will have strong analytical skills and experience in financial services technology. Join a dynamic team focused on operational efficiencies and business development.

Benefits

Comprehensive health plans

401(k)

Paid time off

Holidays

Qualifications

• At least three years of experience in financial services technology project management.
• Experience with loan operations and platforms.

Responsibilities

• Advise clients on Loan Origination and Servicing systems.
• Assist in project execution and support proposal development.
• Mentor team members to foster growth.

Skills

Leadership

Client Management

Project Management

Analytical Skills

Effective Communication

Education

Bachelor’s Degree

Tools

nCino

AFS

ACBS

Job description

Join to apply for the Senior Associate, Financial Services Banking Loan Platforms role at KPMG US.

About the Role

KPMG is seeking a Senior Associate in Customer & Operations within our Consulting practice. This role involves advising clients on Loan Origination and Servicing systems, conducting assessments, supporting project execution, and contributing to business development.

Responsibilities

1. Advise clients on Loan Origination and Servicing systems or operational efficiencies using platforms like AFS, nCino, ACBS.
2. Perform current state assessments, industry research, and design target operating models.
3. Assist in project execution, including deliverables, plans, and presentations.
4. Support proposal development and client relationship building.
5. Mentor team members to foster growth.

Qualifications

1. At least three years of experience in financial services technology project management or related fields.
2. Bachelor’s degree in relevant disciplines.
3. Experience with loan operations and platforms like nCino, AFS, ACBS.
4. Strong analytical and operational process knowledge.
5. Leadership, client management, and project management skills.
6. Effective communication skills.
7. Willingness to travel up to 80-100%.
8. Authorized to work in the US without sponsorship.

Additional Information

Salary ranges vary by location and are detailed on our website. Benefits include comprehensive health plans, 401(k), paid time off, holidays, and more. KPMG is an equal opportunity employer and complies with all applicable laws.