Asset Operations Senior Professional; Travel Consultant

Position Summary

We are seeking an Asset Operations Senior Professional to join a leading financial services organization with operations across the United States. This consulting opportunity supports project-based engagements focused on asset servicing, operational reporting, financial administration, and process improvement initiatives within highly regulated financial institution environments. The ideal candidate brings strong financial operations expertise, advanced reporting capabilities, and the ability to support and guide operational teams while ensuring accuracy, compliance, and efficiency.

This position is project-based and requires travel to client financial institution locations throughout the United States as needed.

• Operational Reporting and Asset Administration
  • Manage reporting functions related to asset servicing, operational activities, and project deliverables.
  • Coordinate activities with junior operations personnel to ensure timely completion of assignments and adherence to established policies and procedures.
  • Support special projects and ad hoc operational requests as needed.
  • Monitor project workflows and identify opportunities to improve operational efficiency and reporting accuracy.
• Data Management and Analysis
  • Utilize advanced Excel and Word skills to analyze, manipulate, and report on large volumes of financial and operational data.
  • Prepare, review, and validate detailed reports to ensure accuracy, completeness, and consistency.
  • Develop reporting tools and processes that enhance visibility into operational performance and asset activity.
  • Identify process improvement opportunities and recommend solutions to enhance reporting effectiveness.
• Team Leadership and Training
  • Provide day-to-day guidance and support to junior operations staff.
  • Review of work products, documentation, and reporting prepared by team members to ensure quality and accuracy.
  • Assist in training team members on operational procedures, reporting requirements, and internal controls.
  • Foster a collaborative and accountable team environment.
• Financial Processing and Controls
  • Ensure reporting and operational activities align with established financial controls and procedures.
  • Apply knowledge of general ledger systems, accounts payable processes, and loan servicing systems to support operational accuracy.
  • Investigate and resolve operational discrepancies or reporting issues as they arise.
  • Collaborate with cross-functional teams to maintain the integrity of financial and operational processes.

• Bachelor’s degree in business, Accounting, Finance, or a related field, and/or a minimum of two (2) years of experience within a financial institution or financial operations environment.
• Experience with financial processing controls and procedures within banking, financial services, or mortgage operations.
• Advanced proficiency in Microsoft Office Suite, particularly Excel and Word.
• Strong analytical, organizational, written, and verbal communication skills.
• Working knowledge of general ledger systems, accounts payable processes, and loan servicing platforms.
• Demonstrated ability to train, mentor, and review the work of team members.

• Experience working within highly regulated financial institution environments.
• Familiarity with regulatory policies, operational controls, and reporting standards applicable to financial institutions.
• Knowledge of FDIC policies and procedures is a plus.

This role requires up to 100% travel to client financial institution locations nationwide. Travel assignments are project-based and may occur at various locations throughout the United States. Travel-related expenses, including airfare, extended-stay accommodations, and per diem for meals and incidental expenses, are covered by Solomon Edwards.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be provided to qualified applicants or candidates with disabilities upon request to enable them to perform essential functions. This role may…