Senior Associate, Financial Services Banking Loan Platforms

KPMG US; Philadelphia (Philadelphia County); On-site; USD 80,000 - 120,000; Full time

Job summary

An established industry player is seeking a Senior Associate to join their dynamic Consulting practice. This role focuses on advising clients in the financial services sector on optimizing Loan Origination and Servicing systems. You will leverage your expertise in technology project management and business processes to design customized operating models and enhance operational efficiencies. With a commitment to professional development and a collaborative culture, this opportunity offers the chance to make a significant impact while working closely with clients and guiding team members. If you are passionate about driving innovation in financial services, this role is a perfect fit.

Qualifications

• 3+ years in technology project management or business process delivery.
• Experience with loan operations and relevant platforms.

Responsibilities

• Advise clients on Loan Origination and Servicing systems.
• Conduct assessments and develop target state operating models.
• Mentor employees and support business development efforts.

Skills

Technology project management

Business process analysis

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

AFS

ACBS

Job description

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

KPMG Advisory practice is currently our fastest growing sector, experiencing tremendous client demand. We anticipate continued growth and seek adaptable professionals who thrive in a collaborative, team-driven culture. At KPMG, our people are our top priority, supported by extensive learning opportunities, world-class training, and leading market tools to foster professional and personal growth. If you seek a firm with a strong team connection where you can be your whole self, make an impact, enhance your skills, deepen your experiences, and find new sources of inspiration, consider a career in Advisory.

Position Overview

KPMG is seeking a Senior Associate in Customer & Operations within our Consulting practice.

Responsibilities

1. Advise clients on Loan Origination and Servicing systems or operational efficiencies/scalability through designing and implementing customized operating models using AFS, nCino, ACBS, or other platforms.
2. Conduct current state assessments, industry/competitor research, develop gap assessments, and design target state operating models.
3. Assist KPMG teams with daily activities, deliverables, project plans, and client presentations.
4. Support proposal and business development efforts by identifying new target clients, building relationships with key executives, and developing/presenting proposals.
5. Mentor employees to support practice growth and development.

Qualifications

• Minimum three years of experience in technology project management, business process, process delivery, and/or information systems within financial services, audit/tax, or advisory firms.
• Bachelor's degree in Finance, Accounting, Business, Computer Science, or related field from an accredited institution.
• Experience with loan operations, including origination, servicing, processing, and implementing platforms like nCino, AFS, ACBS.
• Strong background as a business or technical analyst with understanding of operational processes, trade flows, vendor systems, and industry protocols.
• Proven ability to assess and improve IT processes, with demonstrated leadership, client management, and project management skills.
• Effective verbal and written communication skills.
• Travel requirement up to 80-100%.
• Authorized to work in the U.S. without visa sponsorship.

Additional details on salary ranges, benefits, and legal compliance are provided in the full job posting. KPMG is an equal opportunity employer and follows all applicable laws regarding recruitment and employment. We encourage qualified applicants to apply promptly, as we recruit on a rolling basis.

Additional Information

Note on COVID-19 policies: No vaccination or testing requirements unless mandated by law or client policies.

Job Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: General Business