Financial Service Consultant - LoanIQ

Minimum Qualifications: Experience as a consultant, IT vendor, or employee of a financial institution (preferably a bank), with experience in one or more of the following areas for or within financial institutions (particularly banks): Business transformation initiatives Core banking system implementation or modernization Operational efficiency improvement initiatives Ability to analyze data discrepancies and identify root causes Strong attention to detail and ability to handle data accurately Ability to follow defined procedures and work independently in a structured environment Strong willingness and ability to learn new systems, processes, and tools Basic logical thinking and analytical skills — able to structure information and identify inconsistencies Basic consulting skills: organized work habits, quality‑conscious, and able to take ownership of assigned tasks Clear and professional communication skills — able to interact with IT and business stakeholders in a respectful and structured manner Ability to document and report work progress and findings in a clear, concise manner Proficiency in Microsoft Office tools, especially Excel (data entry, formatting, and basic functions) Ability to travel as needed

Desired Qualifications: Understanding of loan lifecycle and lending operations (origination, booking, servicing, repayment) Knowledge of loan product structures (term loan, revolver, syndicated loan) Basic familiarity with Loan IQ data model and key entities (deal, facility, circle, outstanding) Experience in data migration or system implementation projects Basic knowledge of lending operations or loan‑related data Familiarity with UiPath or other RPA tools Experience working with structured/unstructured data sources (e.g., PDF, Excel) Ability to quickly learn and adapt to new tools, systems, and business processes Bachelor’s degree or higher, or equivalent practical experience

Technical Certifications: Microsoft Office Specialist (Excel) or equivalent certification – Nice to have Certification in data analytics, data handling, or process automation – Nice to have Robotic Process Automation (RPA) related certifications – Nice to have Basic IT or data‑related certifications (e.g., database or data processing fundamentals) – Nice to have

Benefits: Medical Dental Vision Disability & Life Insurance Flexible spending accounts Flextime off 401(k) with employer match ABeam Consulting provides all qualified applicants consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability, protected veteran status, or any other legally protected class, in accordance with applicable law. ABeam Consulting participates in E‑Verify.