Conversions - Advisor I

What You'll Do

• Analyze converted loan data to validate mapping, setup, balancing, and reconciliation results across mortgage, commercial, and consumer loan portfolios.
• Lead onsite and remote meetings with clients to review conversion findings, confirm requirements, and coordinate implementation activities.
• Review reports and query results to identify discrepancies, investigate exceptions, and support timely issue resolution.
• Partner with internal conversion teams and client stakeholders to align loan servicing processes, business rules, and operational requirements.
• Configure and validate loan-related parameters within Cleartouch to support accurate conversion outcomes and servicing readiness.
• Train clients on loan operations workflows, back-office servicing processes, and day-to-day use of the Cleartouch platform.
• Support onsite implementation and go-live activities, including weekend work when required to complete balancing and operational transition tasks.
• Responsibilities listed are not intended to be all-inclusive and may be modified as necessary.
• Experience you'll need to have: 6+ years of experience in banking, lending, loan operations, loan servicing, financial services
• a related domain supporting client-facing operational or implementation work. 6+ years of experience analyzing loan data, balancing portfolios, reconciling results
• resolving exceptions using reporting tools, query tools
• similar data validation methods.
• Experience using Microsoft Office, including Excel, to analyze data, compare outputs, and document findings.
• Experience leading client meetings, explaining conversion results, and supporting implementation activities in onsite or remote environments.
• Bachelor's degree in finance, business, accounting, information systems, or a related field, or equivalent combination of education, related experience and/or military experience.
• Experience that would be great to have: Experience working with core banking platforms or loan servicing systems.
• Experience supporting loan conversions, implementations, or platform migrations.
• Experience with Cleartouch from Fiserv.
• Experience validating mortgage, commercial, and consumer loan data.
• How you'll work: This role is on-site Monday through Friday.
• Fiserv considers in-person collaboration to be an essential part of this role as in-person office experiences help you with your overall onboarding experience and leads to stronger productivity.
• This role requires use of a computer and audio equipment.
• Travel: This role requires occasional travel (up to 10%).
• Approximately 10% travel off-site or to other office locations is expected.
• Sponsorship: You must currently possess valid and unrestricted U.S. work authorization to be considered for this role.
• Individuals with temporary visas including, but not limited to, F-1 (OPT, CPT, STEM), H-1B, H-2, or TN, or any candidate requiring sponsorship, now or in the future, will not be considered for this role.
• Benefits at Fiserv: Fuel Your Life program to support your physical, financial, social, and emotional well-being.
• Paid holidays and generous time away policies.
• No-cost mental health support through Employee Assistance Programs.
• Living Proof program to recognize your peers’ extra effort with points redeemable for rewards.
• Eight Employee Resource Groups to foster a collaborative culture and expand your network.
• Unparalleled professional growth with training, development, and internal mobility opportunities.
• Medical, dental, vision, life, and disability insurance options available from day one.
• Retirement planning including 401k match and discounted shares with the Employee Stock Purchase Plan.
• Tuition assistance and reimbursement program.
• Paid parental and military leave.
• This role is not eligible to be performed in Colorado, California, District of Columbia, Hawaii, Illinois, Massachusetts, Maryland, Minnesota, New Jersey, New York, Nevada, Rhode Island, Vermont, Virginia, Maine or Washington.
• It is unlawful to discriminate against a prospective employee due to the individual's status as a veteran.
• Please note that salary ranges provided for this role on external job boards are salary estimates made by outside parties and may not be accurate.
• Thank you for considering employment with Fiserv.
• Please: Apply using your legal name Complete the step-by-step profile and attach your resume (either is acceptable, both are preferable).
• Our commitment to Equal Opportunity: Fiserv is proud to be an Equal Opportunity Employer.
• All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity, sexual orientation, age, disability, protected veteran status
• any other category protected by law.
• If you have a disability and require a reasonable accommodation in completing a job application or otherwise participating in the overall hiring process, please contact AskHR.US@fiserv.com .
• Please note our AskHR representatives do not have visibility to your application status.
• Current associates who require a workplace accommodation should refer to Fiserv’s Disability Accommodation Policy for additional information.
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• Please do not send resumes to Fiserv associates.
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