Conversions - Advisor I

Fiserv•Milwaukee, WI

5d•Onsite

About The Position

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.

Requirements

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.
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.

Nice To Haves

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.

Responsibilities

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.

Benefits

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.