Financial Institutions Consultant

Ascend Partner Firms•Tampa, FL

1d•Hybrid

About The Position

Ascend, backed by private equity from Alpine Investors, is building a dynamic platform for regional accounting firms. Ascend provides resources to help firms grow, including growth capital, talent acquisition and training, quality management, technology, AI tools, an offshore captive, shared back-office services, a leadership system, and modernized equity incentives. This position is employed directly by Saltmarsh, a partner firm with Ascend. Saltmarsh is looking for a Financial Institution Consultant to join their team, offering opportunities for personal and professional development, career advancement, and a collaborative, people-first culture. The role focuses on meeting the compliance and risk management needs of financial institution clients. Training is available for motivated individuals.

Requirements

An associate or bachelor’s degree, and/or a banking compliance, risk or operations certification.
A combination of at least four-year targeted education or related work experience; and familiarity with loan compliance requirements and/or loan operations.
Ability to demonstrate effective research and analytical skills.
Ability to communicate professionally, both written and verbally.
Ability to autonomously self-manage multiple projects.
Appreciates and is fanatical about attention to detail in all deliverables.
Self-initiated and attentive to detail in planning, prioritizing, working independently, executing, and organizing work effectively and within expected timelines.
Flexibility to work remotely with ability to travel locally and overnight as needed.
A proven track record of mentoring and delivering exceptional client service.
Proficiency in Microsoft Office.

Responsibilities

Perform Loan Compliance Risk Reviews and Loan Operations Internal Audits.
Work with clients in scoping and planning Loan Compliance or Operations engagements.
Communicate with clients and team members to best utilize available resources and achieve established objectives.
Communicate with clients to determine root causes of exceptions and make recommendations to assist clients in improving or enhancing their operational processes or compliance performance.
Serve as a resource to clients and assist the team with maintaining cutting-edge awareness of current operational issues, regulatory compliance issues, legislative developments, and industry trends.
Develop and participate in the provision of periodic training on applicable laws and regulations, policies, and procedures.
Have or earn and maintain professional association membership and participate in events that promote interaction with clients and prospects.
Regularly exercise discretion and good judgment in the performance of essential job functions.