Conversions - Advisor I

** Calling all innovators - find your future at Fiserv.*
* We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved.

If you want to make an impact on a global scale, come make a difference at Fiserv.

** Job Title*
* Conversions - Advisor I

** About your role:*
* As a Conversions - Advisor I, you will support financial institutions moving loan portfolios onto the Cleartouch platform from Fiserv. You will work with clients and internal conversion teams to review loan data, validate setup and mapping results, and resolve issues that affect servicing readiness. Your work helps clients complete accurate conversions and prepare for operational transition.

** 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, or a related domain supporting client-facing operational or implementation work.

+ 6+ years of experience analyzing loan data, balancing portfolios, reconciling results, and resolving exceptions using reporting tools, query tools, or 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.

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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.

+…